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Quote: Applying Discounts and Requiring Deposits

How to offer discounts and upfront payment requirements.

Updated over 3 weeks ago

Discounts

  • You can apply Discounts by clicking on the blue Discount button to the quote as either a specific percentage off or a fixed dollar amount.

Deposits

  • Set a Deposit (optional) using a percentage or flat value, by clicking on the blue Deposit button.

  • Payment Flow: If a deposit is enabled, the customer will be automatically redirected to the payment screen immediately after signing the quote, a invoice will be generated for that quote and deposit.


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