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ARogencamp
Membro

Preventing Quote Total Updating Deal Amount

resolver

I have started to use Quotes but I dont want the quote total to update the deal amount as I only want the monthly SaaS part of the quote to update the deal amount. Is this possible?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Preventing Quote Total Updating Deal Amount

resolver

Hi @ARogencamp,

 

Yes, navigate to Settings > Objects > Deals > Setup > Default deal amount and choose "Manual entry". Now, if you add or remove line items, the value of the deal's Amount property will not change. You must manually update the deal amount.

 

karstenkoehler_1-1662277724294.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Preventing Quote Total Updating Deal Amount

resolver

Hi @ARogencamp,

 

Yes, navigate to Settings > Objects > Deals > Setup > Default deal amount and choose "Manual entry". Now, if you add or remove line items, the value of the deal's Amount property will not change. You must manually update the deal amount.

 

karstenkoehler_1-1662277724294.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LCorey
Participante

Preventing Quote Total Updating Deal Amount

resolver

What if that quote has a % discount of 5%? the amount is only updating with the pre discount amount and not with the % off it, how would I get it to include this % discount in my amount so my calculations on the deal add up correctly?

ARogencamp
Membro

Preventing Quote Total Updating Deal Amount

resolver

Thanks Karsten . Legend!

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