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You can apply discounts to individual line items or to the entire quote. Discounts help you offer promotional pricing, volume incentives, or negotiate with customers during the deal process. Qwoty supports both percentage-based discounts (e.g., 15% off) and fixed-amount discounts (e.g., $500 off). Line item discounts apply before quote-level discounts are calculated.

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Prerequisites

  • You have the Sales Rep, Manager, or Admin role
  • The quote is in Draft status

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Access the quote

Navigate to Project > Quote in the side menu and open the quote you want to modify.

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Apply a line item discount

1

Locate the product line

Find the line item you want to discount in the quote editor.
2

Open discount settings

Click the [BUTTON LABEL] next to the line item price or total.
3

Enter the discount

Choose either Percentage or Fixed amount from the discount type dropdown. Enter the discount value in the [FIELD NAME] field. For percentage discounts, enter the number without the % symbol (e.g., 15). For fixed discounts, enter the amount (e.g., 500).
4

Confirm the discount

Click [BUTTON LABEL] to apply the discount. The line item total updates automatically to reflect the discount.

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Apply a quote-level discount

1

Open the summary section

Scroll to the Summary section, located below all line items in the quote editor.
2

Add quote discount

Click + Global discount in the top right of the Summary section.
3

Configure the discount

Select Percentage or Fixed amount as the discount type.Enter the discount value in the [FIELD NAME] field. Optionally, add a discount reason or label in the [FIELD NAME] field to document why the discount was applied.
4

Save the discount

Click [BUTTON LABEL] to apply the quote-level discount. The quote total recalculates to reflect both line item and quote-level discounts.

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What happens next

The discount appears on the quote and in the Dealroom once you publish it. Your customer sees the original price, the discount applied, and the final amount. If your organization requires approval for discounts above a certain threshold, the quote may move to Pending approval status automatically.
Quote-level discounts apply to the subtotal after all line item discounts have been calculated.

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Troubleshooting

Verify the quote is in Draft status. Published or approved quotes must be duplicated or have changes requested before you can modify discounts.Check your user role permissions with your admin if discount fields are not visible.
Ensure you clicked the save or apply button after entering the discount value. Refresh the page if the total hasn’t updated.For quote-level discounts, confirm that line items exist—quote discounts only apply to the subtotal.
Your organization may have approval rules for discounts exceeding a certain percentage or amount. Submit the quote for approval or contact your manager.

Add products to a quote

Learn how to add line items before applying discounts

Submit a quote for approval

Send quotes with discounts through the approval workflow

Quote lifecycle

Understand quote statuses and state transitions

Publish a quote

Share your discounted quote with customers