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Add discount percentage

Feature Request[CMP]_Discount

We are missing the option to have discounts calculated automatically by Salesbuildr (SB). Currently, we have to calculate the discount percentage manually, which is cumbersome.

It would be ideal if we could enter a percentage into the discount field, after which SB automatically applies the calculation to the total amount. This field is currently greyed out and uneditable, forcing us to calculate the discount ourselves. It would save a lot of time if SB could automate this process.

Status: To Do2 comments

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Comments2

  • Red Turtle

    •

    Sep 10

    DJ: 10/9 nog steeds actueel

  • Victor Raessen

    Team•

    Mar 10

    **Jesse** (2025-12-19): Furthermore, ConnectWise PSA users would love the ability for quote level Discounts to be applied to recurring products (a limitation apparently in place for AutoTask users to prevent overwriting product pricing on active agreements). Right now there is no satisfactory mechanism for this. I propose a button in the quote to export the products from the quote into a Price Book where the desired discounting can be configured, and then reapplied to the quote. We can already create Price Books and apply them to a quote, but if you are building a quote and do not know what discount you will eventually desire to use, you currently have to build the Price Book from scratch, which results in huge time waste.