How to Control Discounts in HubSpot Quotes | hapily Feature Overview

Take control of your discounting process in HubSpot with quote•hapily! 🚀 In this video, Max Cohen, Chief Evangelist at hapily, walks you through how to manage discounts effectively using quote rules, approvals, price books, and block rules to ensure proper governance and prevent excessive discounting.

💡 Key Highlights:
✅ Set up approval workflows for discounts over a certain threshold
✅ Automatically route approvals to the right team (Sales Manager, CFO, Finance)
✅ Implement block rules to prevent excessive discounting
✅ Enforce price books for wholesalers and resellers
✅ Take the wild west out of HubSpot’s native quoting system

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