Create another column in quotes for unit discount

[ROchoa1]

I'm trying to create a new column called Unit Discount for each item listed in a quote template. This value should be calculated by multiplying the unit price by the discount percentage for that specific item. I set up a workflow to pull the unit price and discount from the Line Items list and store the result in a new property within the Deal object. However, this only gives me a total value across all products, not a calculation for each individual item.

I understand that I need to create the Unit Discount property directly in the Line Items list, which I’ve done, but I can’t find a way to modify or update this property—workflows and data operations don’t seem to allow changes at the Line Item level.

How can I make this work so the Unit Discount is calculated and displayed for each product individually in the quote?

Should I create a custom template? How do I do that?

[Jigar_Thakker · Accepted solution]

Hi @ROchoa1 ,

To add a new column Unit Discount in your quote, follow these steps

Step 1: Navigate to Settings> Customize quote templates

Step 2: Click on the quote template you want to edit
Step 3: Open the line items table section within your template

Step 4: Add a new column with your desired title and select property to display

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

[Wesimplifi_ · Accepted solution]

@ROchoa1,
 
You're correct that workflows and Data Quality Automation don’t currently support updating individual line item properties directly. That’s a limitation for many users trying to calculate things like Unit Discount dynamically.

To achieve your goal, you’ll likely need to go the custom quote template route. HubSpot allows you to create and modify quote templates using the Design Manager. You can clone an existing quote template and then edit the line_items_table module to add a new column for your custom "Unit Discount" property. This way, you can display the Unit Discount for each product line.

Now, as for the calculation (unit price × discount %), HubSpot won't automatically compute that for you unless you're using an external script to populate that field before generating the quote. So you’d need to calculate and populate that custom field—maybe through a custom integration or a third-party tool—so that when the quote pulls in the line items, it already has the Unit Discount values ready to display.

Long story short: yes, you should create a custom quote template, and you’ll need to manually or externally populate that custom line item property for now. Hopefully, HubSpot will expand line-item-level automation in the future!

[Jigar_Thakker · Accepted solution]

Hi @ROchoa1 ,

To add a new column Unit Discount in your quote, follow these steps

Step 1: Navigate to Settings> Customize quote templates

Step 2: Click on the quote template you want to edit
Step 3: Open the line items table section within your template

Step 4: Add a new column with your desired title and select property to display

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

[jhoner2]

Super helpful @Jigar_Thakker