Discounts on Quotes

Apply a percentage Discount to a Quote

  1. Go to the Quote Settings section, which can be found up on the top right when editing a Quote, and hit ‘Show All…’.
  2. Enter a percentage into the ‘Discount %’ field, for how much you’d like to discount the entire Quote by.

The discount will be displayed as an amount in the Quote Subtotal.

Apply a percentage Discount to an individual Price Item

  1. Go to the Price Item that you’d like to discount, and hit the cog icon.
  2. Select ‘Discount %’ from the dropdown menu.
  3. Enter a percentage, for how much you’d like to discount the Price Item by.

The discount will be displayed as an amount in the Quote Subtotal.

Include a fixed-amount Discount on your Quote

If you’d like to discount a Quote by a fixed-amount, you can use this workaround:

  1. Add another Price Item.
  2. Enter the word ‘Discount’ into the Product or Service Heading field.
  3. Enter a negative value into the Unit Price field, e.g. -200.00.

This negative value will then be subtracted from the Quote Total.

Fixed Amount Discount.png

Next Article: Edit an Accepted Quote →