Focus: The focus of this Self Help article is to provide you information and steps in order to add a discount to a proposal or a price list.

Step 1: Create or open a proposal and go to Step 2. Add an item to the pricing table. Over on the right, you will have “pricing table settings”.

Step 2: Using “total” discount for discount type. At the bottom of the pricing table you will see Discount. Click on the green + symbol to add a total discount. You will have two options, “Fixed” or “Percentage”. Add a name for the discount, and enter in a value.

Step 3: Using “Line Item” discount. Under the Discount type, select the “Line item discount” option and the pricing table will automatically update that now includes a “discount” field for each item.

If you would like more information on Catalog Price lists, click here.

Have Questions, please feel free to contact us?

For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.