How to Apply Discounts in the Estimate

Article Introduction

Discounts must be created in the Administration Dashboard before they can be used in an estimate.

If a discount has not been set up under Financing & Pricing, it will not appear in the Estimator.

Apply a Discount

1. Scroll to the bottom of the estimate.
2. Find the Discount section.
3. Select the discount you want to apply.

The estimate total will update automatically.

Applying More Than One Discount

Multiple discounts can be added to the same estimate.

Each new discount is calculated from the updated total after the previous discount has been applied.

Example

Starting subtotal:

$13,499.00

Apply a 10% discount:

• 10% of $13,499.00 = $1,349.90
• Updated total = $12,149.10

Apply an additional 5% discount:

• 5% of $12,149.10 = $607.46
• Updated total = $11,541.64

The 5% discount is calculated from the updated total after the 10% discount, not from the original subtotal.

Subtotal

$13,499.00

Discounts

-$1,957.36

Total

$11,541.64

The second discount is not calculated from the original estimate total.

As discounts are added, the Estimator updates the total immediately so the user can see how each discount changes the final price.