Configure and manage quote rules

Configure quote rules to help ensure quotes are accurate and follow your organization's standards. Use quote rules to control product configurations, pricing, discount limits, and quantities. 

Use rules to display warnings when users build quotes or prevent them from publishing quotes until rule requirements are met. 

Common use cases for quote rules

• Require or prevent specific products from being sold together.

• Control the quantity of products that can be sold.

• Apply discount limits and pricing boundaries.

• Set minimum and maximum quantities.
• Set requirements based on line item volumes.

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time.

Understand requirements

If you plan to build rules around products, add your products to the product library before using quote rules.

Understand limitations and considerations

Create quote rules

Create rules using HubSpot's AI or by using quote rules domain-specific language (DSL). You can add multiple rules. 

Create quote rules using HubSpot's AI

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the Rules tab.
5. In the Create a quote rule section, click a suggested prompt to populate the Create a quote rule field, or enter a prompt.
   
   
6. Click Create rule.
7. In the right panel, Breeze Assistant will ask for clarification based on your prompt. Enter responses to refine the rule.
   
   
8. Breeze Assistant will generate a draft rule in the editor.
9. To make changes to the rule definition, in the Rule definition field, make the required changes, or click Edit with Breeze to use Breeze Assistant to edit the rule definition. Learn more about editing rule definitions using domain-specific language (DSL).
10. To make changes to the rule outcome, under Outcome, click the Rule outcome type dropdown menu and select an option: 

    1. Show warning: display a warning when the rule requirements aren't met.

    2. Block publish: prevent users from publishing quotes when the rule requirements aren't met.

11. In the Message to quote creator field, enter a message.
12. When you've finished editing, click Save rule in the top right.

Create quote rules from scratch

You can create quote rules from scratch using domain-specific language (DSL).

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the Rules tab.

5. In the Create a quote rule section, click Start from scratch.
   
   

6. Enter a rule definition. Learn more about authoring rule definitions using DSL.

7. Under Outcome, click the Rule outcome type dropdown menu and select an option:

   • Show warning: display a warning when the rule requirements aren't met.

   • Block publish: prevent users from publishing quotes when the rule requirements aren't met.

8. Click Save rule in the top right.

Manage quote rules

Manage quote rules from settings. You can turn rules on or off, and delete them.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the Rules tab.
5. Click the Manage tab.
   
   
6. To view and update the rule setup and outcome, click a rule name. Make any updates and click Save rule in the top right. Learn more about authoring rule definitions using DSL.
7. To turn a rule off, toggle the Status switch of the rule off.
8. To delete a rule, hover over a rule and click the delete Delete icon.
   
   

Next steps

• Learn how to create and send quotes to your buyers.
• Learn more about managing quotes, including how to view, manage, track, and export quotes in your account.
• Learn more about enrolling quotes in an approval process.