Price calculator for reps.

[JStenbaek]

Hi All

I need to create a pricing calculator for our reps the price is based on 4 properties and not that complex. I see multiple solutions but I would like to hear if any of you have any experience with what to do and what not to do etc.

Possible solutions 

G-sheet attached to the deal

Custom Object

Add extra properties to the deals, and one calculation property 

any other?

[Josh · Accepted solution]

Hi @JStenbaek,

If it's a basic calculation, I'd go with the last option: custom properties and a calculation. I've done this in the past and it has worked very well.

Josh

Thanks for the ping @PamCotton  

[NEloy-Agres8]

Hello all, does anybody have any ideas for complex pricing calculators for reps? We currently do everything within Excel and then manual input the amount per servive in Hubspot. 

[PamCotton]

Hey @NEloy-Agres8, do you mind creating a new post in our Community?

 The more information, screenshots, and details you can provide, the better I can advise on the next steps, since this post is old I want to make sure we have the most updated information for your specific case.

Kindly,

Pam

[StefaniUAT · Accepted solution]

@JStenbaek 

If I am understanding correctly, we currently use Products to achieve the price. You are able to calculate and create products to use on deals and then pull lists/report on. You would create products for each of the calculations of the four products and this will allow anyone with a (paid) Sales Pro seat to quickly add to deals. I see you have Enterprise, do you also have Sales Pro seats/ would be willing to get Sales Pro seats for everyone who would need access? If not, you could also use calculation properties without extra $ to do this as well. Please @ me and I would be happy to assist you further based on some more information. 🙂

[JStenbaek]

I am actually considering creating a playbook that submits the 4 properties on the deal, then the AE's have a nice user interface to put in the information.

[Josh · Accepted solution]

Hi @JStenbaek,

If it's a basic calculation, I'd go with the last option: custom properties and a calculation. I've done this in the past and it has worked very well.

Josh

Thanks for the ping @PamCotton  

[PamCotton]

Hello @JStenbaek , how are you? I will be adding some top experts into this conversation, @Josh , @karstenkoehler , @StefaniUAT  what would you recommend to @JStenbaek matter?

Thank you very much,

Pam