> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Apply a discount

> Add percentage or fixed discounts to quote line items or entire quotes

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.

## Prerequisites

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

## Access the quote

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

## Apply a line item discount

<Steps>
  <Step title="Locate the product line">
    Find the line item you want to discount in the quote editor.
  </Step>

  <Step title="Open discount settings">
    Click the **\[BUTTON LABEL]** next to the line item price or total. {/* TODO: verify button label - likely "Add discount", discount icon, or edit icon */}
  </Step>

  <Step title="Enter the discount">
    Choose either **Percentage** or **Fixed amount** from the discount type dropdown. {/* TODO: verify field names */}

    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`).
  </Step>

  <Step title="Confirm the discount">
    Click **\[BUTTON LABEL]** to apply the discount. {/* TODO: verify button label - likely "Apply" or "Save" */}

    The line item total updates automatically to reflect the discount.
  </Step>
</Steps>

## Apply a quote-level discount

<Steps>
  <Step title="Open the summary section">
    Scroll to the **Summary** section, located below all line items in the quote editor.
  </Step>

  <Step title="Add quote discount">
    Click **+ Global discount** in the top right of the **Summary** section.
  </Step>

  <Step title="Configure the discount">
    Select **Percentage** or **Fixed amount** as the discount type.

    Enter the discount value in the **\[FIELD NAME]** field. {/* TODO: verify field name */}

    Optionally, add a discount reason or label in the **\[FIELD NAME]** field to document why the discount was applied. {/* TODO: verify if reason field exists */}
  </Step>

  <Step title="Save the discount">
    Click **\[BUTTON LABEL]** to apply the quote-level discount. {/* TODO: verify button label */}

    The quote total recalculates to reflect both line item and quote-level discounts.
  </Step>
</Steps>

## 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. {/* TODO: verify if discount approval rules exist in Qwoty */}

<Note>
  Quote-level discounts apply to the subtotal after all line item discounts have been calculated.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't apply a discount">
    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.
  </Accordion>

  <Accordion title="The discount doesn't appear in the total">
    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.
  </Accordion>

  <Accordion title="My discount requires approval">
    Your organization may have approval rules for discounts exceeding a certain percentage or amount. Submit the quote for approval or contact your manager. {/* TODO: verify approval workflow for discounts */}
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Add products to a quote" icon="cart-plus" href="/user-guide/quotes/how-tos/add-products-and-options">
    Learn how to add line items before applying discounts
  </Card>

  <Card title="Submit a quote for approval" icon="circle-check" href="/user-guide/quotes/how-tos/submit-for-approval">
    Send quotes with discounts through the approval workflow
  </Card>

  <Card title="Quote lifecycle" icon="arrow-progress" href="/user-guide/quotes/reference/lifecycle">
    Understand quote statuses and state transitions
  </Card>

  <Card title="Publish a quote" icon="paper-plane" href="/user-guide/quotes/reference/quote-anatomy">
    Share your discounted quote with customers
  </Card>
</CardGroup>