A client of mine has around 500 product items. Some of the clients get a reduced price for these but the sales reps have to refer to a seperate price list when adding deals and quotes to HubSpot.
Is there a better way?
For example could you link a set discount to customer A so that when a sales rep raises a quote it will automatically apply said discount?
Sadly no response so can only assume this hasn't come up with other clients.
I'll try to explain myself better.
Lets say you work with 100 different companies and you offer different discounts to different customers. If there was a company property field called 'Discount' so that when a quote was given to them it would always apply this discount to them on all line items.
This would save the sales guys valuable time in looking up what discount they need to apply to each and every customer.