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Multi-Level Quote Approvals in HubSpot: Seeking Solutions

·Apr 29, 2025 05:31 PM·

Is anyone doing multi-level quote approvals (related to discounting) in HubSpot without using a third party app?

4 comments

· Sorted by Oldest

William M.
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https://community.hubspot.com/t5/Workflows-Library/Assign-different-Quote-Approvers/ba-p/696063
William M.
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I am more partial to Salesforce CPQ which allows for creating more layered approvals and thresholds of when approval is required. I know Salesforce is the one tool we love to hate, but it does CPQ decently well natively.
Pat H.
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Can you lay out a scenario, Paris?
Paris P.
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A deal over a 20% discount needs to get approved by vp, over 30% vp + finance.. etc