Price Adjustments

Price adjustments allow you to discount or markup the total price of a quote by a set amount. Quotes can be adjusted by a fixed dollar value, or as a percentage of the total quote.

Enable Price Adjustments

Enable Price Adjustments

  1. In the Configuration dropdown, click Account Settings.
  2. In the left hand menu, click Page Settings.
  3. At the bottom of the page click Edit in the box labeled Price Adjustments.
  4. Select who should be able to enable price adjustments.
    1. No one - Price adjustments are disabled.
    2. Admins only Only Admin users will be able to apply price adjustments to a quote.
    3. All Users Any user can add price adjustments
  5. Set maximum discounts as both a dollar value and a percentage - discounts will only be allowed if they are smaller than both maximums.

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You're Done

You're now ready to use discounts and markups within your quotes.

Using Price Adjustments in a Quote

Add a Price Adjustment

  1. In any report, click Quote Details to edit the Quote Details page.
  2. At the bottom of the page click Include Markup or Discount.
  3. Select either Discount or Markup.
  4. Enter your desired price adjustment as a percentage or dollar value.

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Show or Hide Price Adjustments

To show or hide a price adjustment, use the toggle switch on the right side of the adjustment. Markups are hidden by default.


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