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Discount approval before a deal can move to Closed Won

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Enterprise

Seat pricing: Enterprise edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Enterprise.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeA deal with a discount above the agreed threshold cannot reach Closed Won until a named approver signs off, so oversized discounts stop slipping through at quarter-end.
Workflow mapdeal-hygiene-015
Deal in pre-Closed-Won stage, discount above threshold, not approved leads to Notify approver. Notify approver leads to Create approval task. Create approval task leads to Delay 2 business days. Delay 2 business days leads to Still not approved?. Still not approved? leads to yes: Escalation notification; no: Exit, deal can advance to Closed Won. yes no Deal in pre-Closed-Won stage, discount above threshold, not approved Notify approver Create approval task Delay 2 business days Still not approved? Escalation notification Exit, deal can advance to Closed Won
Deal in pre-Closed-Won stage, discount above threshold, not approved leads to Notify approver. Notify approver leads to Create approval task. Create approval task leads to Delay 2 business days. Delay 2 business days leads to Still not approved?. Still not approved? leads to yes: Escalation notification; no: Exit, deal can advance to Closed Won. yes no Deal in pre-Closed-Won stage, discount above threshold, not approved Notify approver Create approval task Delay 2 business days Still not approved? Escalation notification Exit, deal can advance to Closed Won

When to use it, when not to

Use it

  • Use it when finance or sales leadership has flagged uncontrolled discounting as a margin problem, not just a reporting annoyance.
  • Use it together with the native required-property-per-stage setting, that is the only part of this build that actually blocks the stage change, the workflow itself only manages the approval routing and reminders.
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Skip it

  • Do not use it if your portal is on Sales Hub Professional without Enterprise features, native record approvals and hierarchy-based routing are Enterprise-tier. Deal pipeline approvals require Sales Hub Enterprise, and quote approvals sit in Revenue Hub Professional and Enterprise (https://knowledge.hubspot.com/account-management/overview-of-approvals-in-hubspot).
  • Do not use it if there is no agreed discount threshold yet, build the policy with finance first, the workflow enforces a number, it does not decide what that number should be.
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The rest of this spec

Prerequisites · 6 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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