1. Click On "Sales Pipeline"
2. Click On "View Proposal"
3. Here We See The Current Total For This Proposal
4. Click On "Apply Discount"
Remember That Only One Discount Can Be Made Per Proposal, If You Add 2 The Value Will Increase, So Only One Sales Discount Per Proposal.
5. Here You Can See The Job Total, Which Represents The Subtotal Of The Proposal Before Taxes. The Discount Will Always Be Applied To This Amount (Subtotal), Not Including Tax
6. Click on 5%
7. In This Section, You Can Choose A Quick Discount (For Example, 5%). Once Selected, The System Will Automatically Calculate The Discount Amount And Display It In The Amount Field
8. You Can Also Enter A Discount Percentage Manually. Simply Type The Percentage You Want, And The System Will Automatically Calculate The Discount Amount In The Amount Field
9. You Can Add An Optional Description For The Discount, For Example The Reason Or Condition For Applying It
10. Click On "Save"
11. Here We Can See The Applied Discount Displayed Along With The Other Line Items
12. Here We See The Final Total After Applying The Discount. The Subtotal Is Reduced By The Discount Amount, Then The Tax Is Added, And Finally We Get The Updated Total
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.