Quote Validation Rules

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Quote Validation Rules evaluate the entire Pricing Option as a whole. They’re designed for “big picture” guardrails — constraints that apply to the overall deal structure rather than individual line items. Use Quote Validation Rules when the condition depends on aggregated deal metrics (total discount, TCV, product count, recurring vs. one-time split) or when the constraint is about the deal composition (required products, billing frequency restrictions, minimum deal sizes). For rules that evaluate individual line items, use Row Validation Rules instead.

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When to use Quote Validation

Quote Validation is the right kind when:

• The condition involves deal-level totals (total discount %, TCV, recurring total, product count)
• You need to enforce a constraint about what’s on the deal (e.g., certain products must always appear together)
• The rule applies regardless of which specific line item triggered it
• The approval or block should apply to the entire option, not a single line

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Creating a Quote Validation Rule

1. Navigate to Admin Console > Price Books > Rules.
2. Click Create New Rule.
3. Set the Kind to Quote Validation.
4. Enter a Name and Description.
5. Set the Status to Active.
6. Click Save, then click New Rule Set to build the logic.

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Building the rule set

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Scope

For Quote Validation rules, the scope is always Option — the rule evaluates the Pricing Option as a whole.

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Available facts

These are the data points you can build conditions against:

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Operators

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Combining conditions

Add multiple conditions to a single Rule Set. All conditions must be true for the action to fire. Example: A rule that triggers only when the discount exceeds 20% and the billing frequency is monthly and the deal is in EUR:

• Condition 1: Discount % ≥ 20
• Condition 2: Billing Frequency equals Monthly
• Condition 3: Currency Code equals EUR

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Actions

When the conditions are met, configure what happens:

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Message

Write the text the rep sees on the quote. Be specific about what’s wrong and what needs to happen. Good examples:

• “Deal discount exceeds 25%. Requires VP of Sales approval before publishing.”
• “Monthly billing is not available for deals under $10,000 ARR. Switch to annual billing or increase the deal size.”
• “A Support product is required when the recurring total exceeds $50,000.”

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Severity

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Approval routing

Toggle Requires Approver and select an Approval Tier to route the deal for formal review. When triggered, the Publish button changes to Request Approval and the deal is routed to the appropriate tier.

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Examples

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Maximum discount limit

Prevent reps from offering more than 25% off without deal desk review.

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Minimum deal size

Block deals below a minimum ARR threshold.

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Billing frequency restriction

Require annual billing for deals under a certain size.

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Required product bundling

Ensure that certain products always appear together.

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Tiered discount approvals

Route deals to different approvers based on how deep the discount goes. This requires two separate rules, each targeting a different threshold: Rule 1: Moderate discount Rule 2: Large discount Both rules can be active simultaneously. A 20% discount triggers Rule 1 (manager approval). A 30% discount triggers both, requiring sign-off from both tiers.

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Tips for effective Quote Validation Rules

Start with discount limits. This is the highest-impact rule for most organizations and the easiest to configure. Set a reasonable threshold, wire it to an approval tier, and iterate from there. Use Error severity sparingly. Errors block the rep entirely. Reserve them for hard constraints (minimum deal size, incompatible billing configurations) where the deal fundamentally can’t proceed. For everything else, Warn + Approval gives the rep a path forward. Write actionable messages. The message should tell the rep what’s wrong and what to do about it. “Rule violated” is useless. “Deal discount exceeds 25%. Requires Deal Desk approval before publishing” tells them exactly where they stand. Test before activating. Build a test quote that deliberately triggers the rule. Verify the alert appears on the Pricing Option, the message is clear, and the approval routes to the right tier.

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What’s next