HubSpot Ideas

DKo1

Quote Approval based on % of discounts

Can we have approval processes for the quotes based on the % of total discounts? 

 

6 Replies
DominiqueV
Participant | Platinum Partner

We ran into this issue as well two weeks ago. We even have a bit more complexity. We want it on the line item level, depending on the discount of a specific product we need to start an approval process or have it approved automatically when the discount percentage is below a certain treshold. 

The discount property is just not available in a quote based workflow. 

 

Can anyone think of a workaround? Or a 3rd party solution that's affordable? 

FRichards4
Member

We need this too just base approval on discount applied in quote not on all quotes.  Any workarounds?

NSieger
Member

Yes please!!!

NMiller4
Contributor

Im all for this also - we need for a notification to be directed at a specific person based upon which part of the deal is discounted. If its under a certain amount it can go to x, if the payment terms are being asked to be amended it goes to Y 

jtduong
Participant

This thread is also requesting the same idea. Sharing the thread below

https://community.hubspot.com/t5/HubSpot-Ideas/Create-approval-workflow-depending-on-discount/idc-p/...

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

    Alternatively, we can also set it to check the percentage of discount set
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.