HubSpot Ideas


Default percentage or set amount discount in quotes

It would be really helpful in the quotes when editing line itemsto have the ability to choose for it to default to % rather than currency when adding a discount to individual line items. This would really help our sales team as they often need to apply a % discount to several (but not all) line items in a quote. It would really improve the efficiency for the sales team and mean our customers will get their quotes even quicker. 

1 Reply

This would be ideal - most times our sales time only give a % discount for margin, not a unit item which wastes time.