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Adding a Discount Column to a Price Table
This guide explains how to add a discount column in a QuoteCloud price table.
Frequently Asked Questions
What does adding a discount to a price table do?
Adding a discount reduces the price of one or more line items or the whole table in your QuoteCloud price table. Discounts lower line totals and subtotals, and the price table automatically updates line totals, subtotals, and overall totals so your quote reflects the final discounted amount.
How do I add a discount column to a QuoteCloud price table?
Open the price table in the table editor and enable or add a discount column. Once the column is present you can enter discount values for individual rows or set a table-level discount. The price table recalculates totals automatically when discount values change, making this quick to use in your sales quoting software or sales proposal software.
How do I apply a discount to a single line item?
Select the row you want to discount and enter the discount in the discount column. QuoteCloud accepts either a percentage (for example, 10%) or a fixed amount (for example, $100). The line total and the quote's overall totals will recalculate immediately.
Can I apply a discount to the entire price table instead of one line item?
Yes. You can set a table-level discount that reduces the subtotal for the entire price table. This single discount is applied before taxes and additional charges so the whole quote is affected consistently, which is useful when creating proposals or quote documents for a client.
What types of discounts are supported?
QuoteCloud supports percentage-based discounts (e.g., 10% off) and fixed-value discounts (e.g., $100 off). This flexibility lets you choose the right discount type for each situation when using QuoteCloud as your quote software or proposal software.
Can I set a default discount for a discount column?
Yes. You can configure a default value for the discount column so new line items or newly created tables automatically use a preset discount. Default discounts save time and help maintain consistent pricing across your sales proposals and quotes.
How do discounts affect taxes and other charges?
Table-level discounts reduce the subtotal before taxes and other charges are calculated. Line-item discounts lower the affected line's amount before those same tax and charge calculations. Totals, taxes, and other charges are then recalculated based on the discounted amounts to ensure accurate billing.
Will the price table update totals automatically when I change discounts?
Yes. Any change to a line-item discount or a table-level discount triggers an automatic recalculation of line totals, subtotals, taxes, and final totals. This real-time behavior ensures your quotes remain accurate and up to date while you prepare proposals using QuoteCloud.