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Status: Idea Submitted
FernandoVW
Submitted by on ‎Feb 16, 2022 10:53 AM

Associate discount to company

We have several types of partner (premium, standard dealers...) which have different discount levels (in %). These discounts are per line item.

It would be very useful to be able to associate a discount % to a specific company and that this is automatically applied to any quote that is generated for this company.

 

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1 Reply
adamlfoster
Member | Partner
Member | Partner
‎Jul 18, 2022 5:03 PM

Hi Fernando,

 

I am looking for the same for a client of mine. Currently the sales team have to look up which discount applies to every company they quote.

 

So the HubSpot logic could be:

 

- Every company has a discount property associated to them (eg company y - 15% discount)

- When a deal/quote is created for company y then always apply 15% to all of their line items.

 

 

 

If quote is for client a then always apply discount