HubSpot Quotes and Discount Approvals
Reps build quotes from the deal and price list, larger discounts go for approval, and customers sign and pay right away.
- phaseImplementation
- engagementProject
- productRevenue Hub
The problem this solves
A rep copies an old quote, swaps the prices and forgets to fix the total. The manager approves the discount by email, and the signed quote sits in someone’s inbox. The customer is ready to buy, and the deal waits on paperwork.
How I work
I start by reviewing your current quotes: what goes in them, who approves discounts and where a quote stalls. Then I set up an on-brand quote template with your terms and legal text. Reps create quotes from the deal and pull line items and prices from the product library, so nobody retypes prices.
When a discount exceeds the agreed threshold, the quote goes to a manager or finance for approval before the customer sees it. The customer signs electronically and can pay right away. HubSpot quotes handle selling from a price list well. If your product needs a configurator with dependencies between options, I tell you before I price the project. I train reps on their own deals, in 1.5-2 hour sessions.
What you get
- A quote template with your terms and legal text
- Quotes built from the deal and product library
- Approval for discounts above the agreed threshold
- E-signature on quotes
- Payment connected to the quote
- Training for reps on their own deals
What usually goes with this service 3
HubSpot Product Library and Price List Setup
One price list in HubSpot, with SKUs, prices in each currency and billing types that every quote draws from.
Learn more
HubSpot Subscriptions and Recurring Payments
Every subscription in HubSpot has a plan, amount and renewal date, and the account manager gets a task before renewal.
Learn more
HubSpot Revenue Hub and Payments Setup
Stripe, currencies, tax rates and deal associations that your quotes, invoices and subscriptions build on.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.