Locking Deals & Line Items once a Quote is signed

[CVernon]

Hi All, 

Has anyone come across a way to lock the editing of line items (quantities, prices, discounts etc) or adding or removing of line items from a deal once the deal has a signed quote attached? 

I.e. Deal created > Line items added with pricing, discounting etc > quote created > quote signed > Line items get locked. 

We've had a few cases now where a customer signs a quote then someone (internally) goes into the deal and removes/changes lines items and creates a new, different quote against the same deal, but this then breaks our automations which rely on cross checking line items (amongst other things). We end up with 2 signed quotes against the same deal and broken automations. 

Many thanks in advance!

[karstenkoehler]

HI @CVernon,

There exist some options in the form of pipeline rules but I don't think they meet your requirements exactly: https://knowledge.hubspot.com/object-settings/set-up-pipeline-rules

It doesn't sound like you want to restrict users from editing the deals at all after quote creation, simply not make changes to quotes?

In that case, have you considered using quote approvals? https://knowledge.hubspot.com/quotes/approve-quotes

Best regards

[CVernon]

Hi @karstenkoehler , 

We currently have deal approvals on, quote approval didn't feel as obvious or robust as deal approval. 

However the approval is not the issue, the deals get approved, quotes get sent, quotes get esigned, and the deal progresses to onboarding & closed won. However some team members are then changing the line items and using the same deal to do additional quotes, for example when the customer wants to add on another product. This SHOULD be getting created as a new deal, but I can't stop them from changing the line items and making a new/additional quote. Threats don't always work (some people are always going to look for the fastest/shortest path) so I was hoping for a more definitive solution (ie - lock the ability to change line items/add more quotes). 

[karstenkoehler · Accepted solution]

@CVernon I'm not aware of any line item rules unfortunately, they would be very useful however and you could request them in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Quote approvals could solve the issue of additional quotes being created, but not the line item changes themselves.