Discounts and end dates

Set a discount on a draft

1. 1

   Step 1: Enter the percentage

   On a draft quote, the Discount card sits above Send. Enter the Discount %. The estimate below updates as you type: the discount, the Total inc GST (estimate) and the Deposit.

   The line under the field tells you your limit, for example Up to 10%, the workspace cap. Above that needs an owner or admin. Over the cap, Save discount is turned off for your role.

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2. 2

   Step 2: Choose when it ends

   Discount ends (optional) is the last day the discount applies. It ends at midnight at the end of that day, in your workspace's timezone. Leave it blank and the discount runs as long as the quote.

   The date can be today or later, but not after the valid-until date the quote would get if you sent it today; the card shows that date.

3. 3

   Step 3: Save it

   Choose Save discount. The draft is repriced on the server and the card confirms it, for example 10% discount saved, ending Fri 9 Oct — the draft was repriced. The Totals card shows the discount line and when it ends, and Versions keeps the change as Discount changed.

   To take it off, choose Remove discount. The end date goes with it.

Send it

1. 4

   Step 4: Check the Send card

   Send has no discount field: it sends whatever is saved in the Discount card, and says so, for example Sends with a 10% discount, ending Fri 9 Oct — change it under Discount. With none it reads No discount.

   Send refuses a draft whose discount end date has already passed: move the date or remove the discount first. It also refuses a discount above the workspace cap unless you're an owner or admin, even if someone else set it.

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After it's sent

1. 5

   Step 5: Extend the end date, or remove it

   On a sent, viewed or expired quote, the Discount card is marked fixed once sent. Pick a New end date and choose Extend discount, or choose Remove the end date to let it run until the quote's valid-until date.

   The date can only move later. The customer was offered the discount until the date on their quote, so it can't be ended early. It also can't run past the valid-until date: extend the quote's validity first. Extending a discount that has already ended brings it back, as long as the customer hasn't accepted yet. The PDF is made again with the new date.

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2. 6

   Step 6: Change the percentage

   The percentage is fixed once the quote is sent. To change it, revise the quote. The new draft starts with the same percentage, and the end date carries over only if it hasn't passed. Change it in the new draft's Discount card, then send the revision. See Create and send a quote.

What the customer sees

1. 7

   Step 7: The offer and the countdown

   With an end date, the proposal's investment panel and totals say 10% discount if accepted by Fri 9 Oct. Above the acceptance form the same line has a countdown in days and hours, such as 3 days 4 hours left, and less than an hour left at the end. The email says This price includes a 10% discount if accepted by Fri 9 Oct.

   A discount without an end date shows as a discount line in the totals, with no countdown.

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2. 8

   Step 8: After the end date

   Once the day has passed, the proposal shows the full price and says The 10% discount ended on Fri 9 Oct — the price is now $12,345.00 inc GST. You can still accept this quote at the full price. When the customer asks for a confirmation code, they're told again that they're accepting at the full price.

   If the discount ends between asking for a code and entering it, the acceptance is refused with The discount on this quote has ended — review the full price and accept again, so nobody accepts a total they didn't see.

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Accepting after the discount ends

1. 9

   Step 9: On the customer's proposal

   The full price is this quote's own prices without the discount, with the customer's new or used choices; it's never repriced from today's price list. On the quote page, Totals shows the Accepted total at the full price, with the discounted total as sent struck through beneath it.

2. 10

   Step 10: Marking it accepted yourself

   Mark accepted on the quote page, and Mark accepted… on the pipeline board, use the same rule. Both say so first, for example Accepting at the full price of $12,345.00 inc GST — the 10% discount ended on Fri 9 Oct; extend the discount first to honour it. To accept at the discounted price, extend the discount, then mark it accepted.

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Good to know

• Owners, admins, estimators and finance can set, change, remove and extend discounts. Estimators and finance can go up to the cap, Max discount without an owner or admin on the Catalogue page (default 10%); above it needs an owner or admin. Warehouse and read-only members can't. See Roles and permissions.
• Restoring an earlier version of a draft restores its discount too. If that changes the percentage, the same limits apply. A version doesn't store the end date: the draft keeps the one it has, and restoring a version with no discount removes it.
• Tax — GST at 10% in Australia — is worked out on the subtotal after the discount, and the deposit from the discounted total. See Tax and currency.
• When the discount has ended, the PDF the customer was sent no longer matches the proposal, so Download PDF is hidden until it's made again. Resend quote makes a new one at the full price, and the email says The 10% discount ended on Fri 9 Oct — this is the full price.
• When a sent or viewed quote's discount ends within 3 days, the quote's owner gets one reminder email for that end date (extending the discount reminds again), and the dashboard lists the quote as Discount ends in 2 days. The customer isn't emailed. A discount that runs to the valid-until date is covered by the expiry reminder instead.
• Every discount change, extension and removal is recorded in the activity log, with who made it.

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