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Written by Mike Walsh
Updated over a week ago

Discounts can be applied to individual line Items or to the entire Quote using the appropriate selections. When discounting, you can apply a percentage discount or dollar amount discount, as seen in the examples below:

Item Percentage Discount

Item Dollar Discount

Quote Level Discount

When applying a Quote Level Discount, you can choose to apply the Discount to One-Time Fees, Recurring Fees or both One-Time and Recurring Fees.

Note: Quote-level discounts are not currently supported with Sections.

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