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How do I add a discount to an estimate?

Written by Alex Gradeen

There are three ways to add a discount to your estimates:

  • On the quote: click on the sidebar icon and go to the Calculations tab. Under 'Discount' you can add a discount by % or dollar and a discount description.​

  • Empty Estimates: You can add a list of your discount rates by going to your Account Settings > Estimates > Discounts section.

πŸ’‘ Any discount set here will be applied to every new empty estimate made. We suggest applying discounts to each estimate individually.

  • Estimate Templates: Apply discounts to your templates going to your Account Settings > Estimates > Templates section.

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