HubSpot Ideas

elihermans

Create approval workflow depending on discount

Hi,

 

Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved. 

 

It would be usefull, if a discount is added to a quote, the approval workflow is started.

 

best regards

 

Eli

22 Comentários
jtduong
Participante

Any updates or progress on this feature?

WWahid
HubSpot Employee
I have been running some tests and I believe at the moment there are two ways we can go about this:

Without turning on the Quote approval setting for ALL quotes
  1. We can create one quote based workflow which enrolls quotes that are associated to a line item that has a calculated total discount as "is greater or equal to" - this means as long as a discount is added above a certain amount, they will require an approval.
  2. We then set the approver as the manager
  3. Then we can set a task or internal email notification to remind them that an approval is required
With the approval setting turned ON for ALL quotes
  1. When this is turned on, three workflows will be automatically created: One of them called "When quotes require approval"
  2. We can create an if/then branch where we check if there is a discount added to the quotes line items.
  3. Then those who do would go down the branch where they would need to be approved
  4. The quotes that do not, will go down a branch where the following action would be to set the approval status to approved.

    More on this feature on this knowledge base article here: https://knowledge.hubspot.com/quotes/approve-quotes 
    Do note that it would require a Sales Hub enterprise (SHE) to achieve this.