HubSpot Ideas

DKo1

Quote Approval based on % of discounts

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

 

4 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