MediaClipLet's Unbox

Quote approvals you build with workflows

October 21, 2025

0:56

Who can offer what discount, and who has to approve it?

Ethan Kopit, a product manager at HubSpot who works on CPQ, made sure we covered approvals: "we actually have a whole approval system." You build the rules in the workflows interface, by type of rep or by region, and the rep sees the rule violations while they're putting the quote together. A discount over 20 percent needs a sign-off, and they know that before they send it.

Under a minute if approvals are what slow your quotes down.

https://valuefirststudios.com/media/episode/episode-2025-10-21-lets-unbox-hubspot-ai-powered-cpq-w-ethan-kopit-and-bill-barlas

#hubspot #letsunbox

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Where this came from

Let's Unbox HubSpot: AI-Powered CPQ w/ Ethan Kopit and Bill Barlas

Watch the full conversation this clip was pulled from.

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