How to Add a Discount to Proposals
With discounts, you can now apply value or percentage-based discounts directly to your digital proposals, making it easier to attract homeowners and close deals.
How to use discounts in your proposals.
Discounts help you create more compelling and professional proposals by offering tailored incentives to homeowners. With the ability to add either a percentage-based or fixed-value discount, you can close deals faster and build stronger client relationships. By the end of this guide, you'll know how to apply and manage discounts within your proposals.
Pre-requisites
- You must be on a Premium or Elite subscription.
- Discounts can be applied only to proposals that contain at least one line item.
Prefer a video? Check out the video tutorial here:
Adding Discounts to a Proposal
Step 1: Open the Proposals Tab
- Navigate to the Proposals tab from the left-hand menu in your Roofr account.
Step 2: Select a Proposal
- Click on the proposal where you want to add a discount.
Step 3: Add a Discount
- Click Edit on the estimate.
- Scroll to the Estimate Total section.
- Click Add Discount.
- Enter the reason for the discount (e.g., Military Discount).
- Choose a discount type:
Percentage Discount: Enter the percentage to be deducted from the total.
Fixed Value Discount: Enter a specific dollar amount to be deducted.
Click Save to apply the discount.
Step 4: View the Discount
- The total will now display:
- The original subtotal.
- The discount amount.
- The new grand total.
Note: Discounts are applied before tax. Taxes will be calculated based on the discounted subtotal.
💡 Profit Minimum Consideration
- Please note: If a profit minimum is set at the template level, the team cannot apply a discount that goes below this minimum.
- This ensures that proposals adhere to company-wide profit minimums when sent out.
🧠 FAQs:
- Where do I add the discount?
- You can add your discount to your proposals! You are not able to add a discount to a template.
- Can I add more than one discount?
- At this time, you can add one discount per estimate option. However, because you can customize the discount title, you can combine two discount types in one line (ex. Military Discount + Special Promotion - 10% off).
- Can applying a discount potentially make my estimate unprofitable?
- You can set up profit guardrails in your Templates. That way, whenever a member of your team uses a Template to create a Proposal, they won’t be able to add a discount that doesn’t meet the profit requirements.
- How do I block my team members from adding discounts?
- At this time, you can’t block your team from using discounts, however you can set up profit guardrails in your Templates. That way, your team won’t be able to add a discount that doesn’t meet the profit requirement.
