Add Discounts to Quotes

What this guide covers

This guide explains how to add discounts to quotes in JobsiteOn. You will learn how to apply line-item discounts, quote-level discounts, and how discounts appear on the customer-facing proposal.

Types of discounts

JobsiteOn supports two types of discounts:

• Line item discount — Applied to a single item, reducing its individual total.
• Quote-level discount — Applied to the subtotal, reducing the overall quote amount.

Both types can be set as a percentage or a fixed dollar amount.

Adding a line item discount

1. Open the quote builder at /quotes/new or edit an existing quote.
2. Find the line item you want to discount.
3. Click the discount field on that row.
4. Choose Percentage or Fixed Amount.
5. Enter the discount value.
6. The item total updates to reflect the reduction.

Screenshot: A line item row showing a 10% discount applied, with the original price crossed out and the discounted price displayed.

Adding a quote-level discount

1. In the quote builder, scroll to the Totals section at the bottom.
2. Click Add Discount.
3. Choose Percentage or Fixed Amount.
4. Enter the discount value.
5. The discount is applied to the subtotal before tax.

Tip: Use quote-level discounts for bundle deals or loyalty pricing. Use line-item discounts when only specific services are discounted.

How discounts appear on the proposal

On the customer-facing proposal:

• Line item discounts show the original price with a strikethrough and the discounted price next to it.
• Quote-level discounts appear as a separate line in the totals section, labeled "Discount."
• The total reflects all discounts applied.

Animation: The totals section of a proposal showing the subtotal, a discount line being added, and the grand total updating.

Stacking discounts

You can apply both line-item and quote-level discounts on the same quote. The calculation order is:

1. Line item discounts reduce individual item totals.
2. The subtotal is the sum of all discounted item totals.
3. The quote-level discount is applied to the subtotal.
4. Tax is calculated on the discounted subtotal.

Note: Be careful when stacking discounts. A 10% line item discount plus a 10% quote-level discount does not equal 20% off the original price.

Best practices

• Show the discount clearly on the proposal so the customer sees the value they are receiving.
• Use discounts strategically to win competitive bids without eroding your margins on every quote.
• Track discounted quotes to measure their impact on your acceptance rate and profitability.
• Avoid excessive discounting that undervalues your services.

Related articles

• Create and Send Quotes
• Add Line Items from Your Pricebook
• Add Taxes to Quotes