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.
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
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