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Adding a Discount to your Proposal

This is how you would add a discount your proposal.

Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over a week ago

Would you like to include a discount in your proposal? Here's a quick guide that'll show you how to do that!


Video Tutorial:


How-to:

  1. Go to any line item on your proposal and click on the plus button next to it. Then, add a new line item by clicking on "Blank item".

  2. Click on the wrench tool next to the item in question and select "Currency" or "Percentage" depending on the type of discount you'd like to add. Make sure to mark remove the "Taxable" checkmark if you'd like to make it untaxable and to click on "Save" when you're ready.

Add the necessary details, such as name ("Discount" for instance), amount or percentage, and so on. Make sure to select which line items you want your discount to apply to.


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