Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should!
The trouble is, right now it doesn't.
Custom discounts aren't automatically reflected in the deal value and it's not an option. So in order to keep deals up to date, every time a new discounted quote is produced, a rep has to remember to head back to the deal and update the value manually.
That might be ok once. But doing that multiple times, on multiple deals is setting reps up to fail. What's more, it seems kinda crazy, particularly when product level (i.e. a discounted version of the product) discounts are reflected in the deal value.
So it's not that the value doesn't update. It's that discounts are disregarded despite unqeustionably impacting the value of a deal. How is this intended behaviour?
Sure, we could go in and build out 5%, 10%, 15%, 20% discounted versions of each of our products, but where do we stop? It seems like it would be incredibly confusing and result in an unnecessarily bloated product library, while making the in-quote discounting essentially arbitrary.
The inconsistency adds confusion for reps, extra steps toward managing deals in the pipeline, and will likely result in inaccuracies when it comes to reporting—meaning extra time double checking the values on all deals.
It seems like it would be easily rectified. I suggest either making it standard behaviour for a deal value to sync with the most recent/accepted quote including discounts, or to at least have some option for that behaviour to exist.
There is a workaround with programmable automation in workflows. You can update the Deal Amount based on the associate quote Total Value. It has some limitations (one quote per deal) but it can work in a number of situations. I hope it helps
Posting on behalf of a cust here! Would really appreciate the ability have the deal amount updated automatically whenever a discount is applied for more accurate data and ease of use for reps.
It's great to hear that a workflow could help as a workaround. That said, having an *option* in Deal settings to allow the deal amount to always reflect the most recently updated quote value would be very helpful for us.
Agree. This is a ridiculous oversight for a well thought out quoting system. I came up with a workaround that works pretty well based on my current testing. .
In the settings, I set the workflow to renew if triggered again.
So, based on my testing if a quote is created, then it will copy the quote amount to the deal. If you create multiple quotes for one deal, it will always update the deal to the lastest quote that was created. The only problem with this is it won't revert to a previous quote. That would have to be manually done. I'm going to test this out for the next few days and provide any feedback if I see any problems.
What's worse is that even if you update the amount on the deal manually, if you make any change to the quote, the amount gets overwritten automatically with the non-discounted total, so you have to manually fix it again. This is super frustrating.
This is not a feature request. THIS IS A BUG. If I send a quote to a customer with a 50% discount down to a total amount of $10,000, then the deal amount should be $10,000, NOT $20,000. This makes absolutely no sense; no customer would want it to behave this way so HubSpot can't claim that this is working as designed. It's a bug.
It's been 2 1/2 years. Is anyone at HubSpot paying attention?
Also, global discount $ amounts aren't available on the Deal level, only on the Quote level. We're working to apply the following discount framework-
Discount for 2 or more pods (of any type) going to the same address: $100 off total
Discount for 3 or more pods (of any type) going to the same address: $200 off total
Discount for 4 or more pods (of any type) going to the same address: $300 off total
Discount for 5 or more pods (of any type) going to the same address: $400 off total
But I can't currently do that on a deal level without adding duplicate line items just to capture the discount or taking the extra step of dividing the total discount amount by the number of pods (eg. $400/5= discount amount of $80 per unit) because it automatically multiplies it by the number of units. Have one space where you can apply a global discount dollar amount over the entire deal would change all of this. Weird you can add a Global Discount/Tax/Fee within the Quotes module but not with Deals?? Also weird if you can do it with a Quote, why it wouldn't push the total to the deal once signed??? So much extra work for my sales team...
Experiencing the exact same issue. It makes zero sense and as others mention, inflates the pipeline so skews reporting, worse still, we have an integration with netsuite associated with the Deal total so an incorrect amount would be pulled across to our finance system and incorrect invoice raised.
I also don't know how this can happen when the default deal amount is set to be total contract value as the total contract value should surely be inclusive of any discounts!
The amount should reflect the real value of the deal. That means it needs to reflect any discounts included in the quote. This is essential, without it we risk inaccurate deal amounts and therefore inaccurate forecasts
