Is there a way HubSpot can enforce the discount available to a sales rep? The line item page gives much flexibility to add pricing and discounts on line items and the quote page. For Organization where there are multi-step discounting processes, this is not suitable, and sales rep has more access than they are required
Hello @GPauriyal !
If your company has a pattern for quantity or business rules, you can set up different line items with their respective discounts and business rules. When creating a deal, you can select those line items with the correct quantity (the discount will already be applied in this case).
How to create a product in HubSpot (line item)
Adding line items when create deal
Alternatively, you can send all quotes for approval. You can see how to do that here.
Hey Girish,
Did you ever find a solution for this? My company hapily recently released a rules engine as part of our native CPQ solution, quote•hapily. In fact, I recenlt just posted a video on the subject: #hubspotsalescrm #hapily #quotehapily #salesprocess | Bryan Roy
This would likely solve your problem, and would be able to restrict sales reps to certain discount amounts when building native hubspot quotes 