How to Add a Discount to Proposals

What it does: Add customized discounts to proposals, either based on a percentage or a specific value.

Purpose: Discounts enhances your professional proposals by allowing you to offer tailored incentives, helping you close deals faster and build stronger relationships with homeowners.

Pre-Requisites:  Must be on Premium or Elite subscription. Discounts can be applied to any proposal with at least one line item.

Available on: Premium or Elite subscription.

How To: (Video and Step by Step):

https://www.loom.com/share/b79bdc4dd3a44010bd6fbf320f5c9765?sid=48c0276b-5533-4d60-96f8-5709fabc5e5f

Adding Discounts to a Proposal

Step 1: Open the Proposals tab on the left hand navigation bar.

Step 2: Open the specific proposal where you want to add a discount.

Step 3: Adding a Discount

• Click on the edit option for the estimate.
• Scroll down to the estimate total section.
• Click on the "add discount" button.
• Specify the reason for the discount (e.g., military discount).
• Choose between a discount percentage or a discount value.

   - Percentage: Specify a percentage off the total.

Value: Specify a fixed amount to be deducted.

‍

- Save the discount.

Step 4: Viewing the Discount

• The total will now reflect the original subtotal, the discount amount, and the new grand total.
• Note: Discounts are added BEFORE tax. Tax will be applied to the discounted subtotal.

Step 5: Customer View

• When the customer views the proposal, they will see the original total, the discounted total, and the percentage/amount of discount received.

💡 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.

‍