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KcChano22
Participant

Mutli Year Deal in Order & Quotation Sign off

SOLVE

Hi HubSpot Community 

I wonder if there is an order form solution, either from HubSpot or from marketplace that allow multi year deal that has different pricing on Year 1 to year 2/3 (ie not linear or SaaS). 

Also an aged old question, does HubSpot support discount / order form sign off? if not what other marketplace 3rd solution will you recommend? 

KC

1 Accepted solution
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Mutli Year Deal in Order & Quotation Sign off

SOLVE

@KcChano22 - The payment schedule feature on quotes will allow you to map out different pricing for each year a deal is live for. 

Link to a useful knowledge base article here: https://knowledge.hubspot.com/quotes/use-quotes#4-line-items:~:text=Add%20a%20payment%20schedule

Quote approvals is also a feature that can be utilised to get discounts signed off internally before sharing with the client. Resource linked here: https://knowledge.hubspot.com/quotes/approve-quotes

If you do not have an Enterprise subscription to access this feature, would a stage in your deal pipeline with automation to send out an approval requst to the relevant user work?



Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

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1 Reply 1
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Mutli Year Deal in Order & Quotation Sign off

SOLVE

@KcChano22 - The payment schedule feature on quotes will allow you to map out different pricing for each year a deal is live for. 

Link to a useful knowledge base article here: https://knowledge.hubspot.com/quotes/use-quotes#4-line-items:~:text=Add%20a%20payment%20schedule

Quote approvals is also a feature that can be utilised to get discounts signed off internally before sharing with the client. Resource linked here: https://knowledge.hubspot.com/quotes/approve-quotes

If you do not have an Enterprise subscription to access this feature, would a stage in your deal pipeline with automation to send out an approval requst to the relevant user work?



Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution