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You can adjust the price of a quote at several levels:

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Prerequisites

  • The quote is editable (for example Draft or Published)
  • For + Discount: the discounts are added to the template’s Products and prices tab, and your subscription includes template discounts

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Apply a line discount

1

Find the line

In the Quote section, find the line to discount.
2

Enter the discount

In the line’s Discount column, enter the value and choose percent or fixed amount in the selector next to it. Enter 15 for 15%, for example.
3

Save

The Net U. Price and Line Total update immediately. Click Save in the header.

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Add a catalog discount

1

Open Add Discount

Click + Discount at the top of the Quote section. The Add Discount window lists the discounts available on the template that aren’t on the quote yet.
2

Select discounts

Check the discounts to apply, then click Add Selected (n).
3

Review the order

The discounts appear in a table with their Order, Discount Name, Description, and Value (for example 10% or Buy X get Y). Drag rows to change the order in which they apply, or click the remove icon to delete one.
Buy X get Y discounts add reward lines (for example Free (promo)) under the qualifying line. See Configure discounts and Configure a Buy X get Y discount.

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Apply a global discount

Global discounts apply to the one-off total of the quote (the section is titled Global Discount (one-off only)).
1

Open the summary

Scroll to the summary at the bottom of the Quote section and click Global discount.
2

Choose the discount

The Add Discount window has two options:
  • Custom discount: choose the Discount type (Percent (%) or Fixed amount), enter the Value, and optionally a Reason for discount
  • Available discount: pick one of the discounts offered by the template
3

Add it

Click Add. The discount appears under Global discounts, tagged Custom or Conditional.
To change a custom discount, click it to open Edit custom discount, update the values, and click Save.

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Apply a markup

1

Open the markup window

Click + Markup at the top of the Quote section.
2

Enter the percentage

In Markup in %, enter the Percentage (%) and click Save.
The markup raises the list price of every line by this percentage. Lines whose price you entered manually aren’t affected. The button then shows Change Markup (n %).

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What happens next

The customer sees the discounted prices and totals in the Dealroom and the PDF. If an approval workflow uses a Discount condition, a large discount can require approval before you can share the quote: check the Alerts panel in the sidebar. See Submit a quote for approval.
If you switch to a pricebook in another currency, fixed-amount line and global discounts are removed after a confirmation.

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Troubleshooting

Adding catalog discounts requires write access to discounts and a subscription that includes template discounts. Ask your admin.
All the template’s discounts are already on the quote (“All available discounts have been added”), or the template has none. Admins add discounts in the template’s Products and prices tab.
An approval workflow with a Discount condition applies to the quote. Request approval from the header. See Submit a quote for approval.

Add products to a quote

Add lines before applying discounts

Configure discounts

Create the discounts offered in templates

Submit a quote for approval

Get large discounts approved

Quote anatomy

How the totals are calculated and displayed
Last modified on October 27, 2026