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Discounts in Qwoty allow you to reduce pricing at the product, bundle, or quote level. You can apply percentage-based or fixed amount discounts, set approval thresholds, and configure visibility rules for your sales team. This guide covers how to create and configure discount rules within your catalog.

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Prerequisites

  • Admin or Manager role
  • An active Catalog with products configured
  • A Pricebook assigned to the Catalog (optional, depending on your pricing setup)

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Access the discount configuration

Navigate to Products & pricing → Discount in the left side menu to access the discount management screen.

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Configure a discount rule

1

Create a new discount

Click + New to open the New discount dialog.Select the discount type:
  • Amount off products: discount specific products or collections of products
  • Amount off order (one off product only): discount the total order amount
Click Continue to open the discount creation form. Enter a Name to identify the discount rule (e.g., Q1 Volume Discount or Early Bird 10%). Add an optional Reference for internal tracking.
2

Set the discount value

In the Discount Value section:
  • Value Type: Select Percentage (reduce price by a %) or a fixed amount option
  • Percentage (required when Percentage is selected): enter the percentage value (e.g., 10 for 10% off)
3

Define conditions

In the Conditions section, configure which products the discount applies to:
  • Attribute: choose the matching attribute (e.g., Product)
  • Operator: set the comparison operator (e.g., Equal)
  • Values: select the specific products
Click + Add condition to add more conditions.
4

Link to templates, customers, or segments (optional)

In the Linked Resources section, restrict the discount’s availability:
  • Templates: only available on specific quote templates
  • Customers: only available for specific customers
  • Customer Segments: only available for specific customer segments
Leave blank to make the discount available everywhere.
5

Set date range (optional)

Use the Start Date and End Date fields in General Information for seasonal or time-limited discounts.
6

Save the discount

Click Save at the top right to create the discount.The discount is now available for Sales Reps to apply when creating quotes.

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What happens next

Once configured, the discount appears in the discount selector when creating or editing quotes. If the discount requires approval and exceeds the threshold, the quote status changes to Pending approval and a Manager or Admin must review it before it can be published.

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Troubleshooting

Check that the discount is active and that the current date falls within any configured date range. Verify that your user role has permission to apply the discount.
Confirm that the approval threshold is configured correctly and that the discount value exceeds the threshold. Check that at least one Manager or Admin user is assigned to the sales team.
Review the discount scope settings. Ensure the correct products or bundles are selected if using product-level discounts. Quote-level discounts apply to all line items.

Create a quote

Learn how to apply discounts when building quotes

Approval workflows

Understand how discount approvals route to managers

Configure products

Set up products before applying discounts

Set up pricebooks

Manage base pricing that discounts apply to