DripJobs Help Center

How to Offer Discount as Optional Item on Proposals

In this article, you will learn how to offer discount as optional Item on proposals.

Written by Bennah Marie Eliseo

Updated over a week ago

1. On the Specific Proposal, Create the Standard Line Item at Full Price

On the Specific Proposal, Create the Standard Line Item At Full Price

2. Click on "Add Optional Item"

Click on "Add Optional Item"

3. Name the Optional Item Representing a Discount.

Choose which item type the discount would be. Either it is a product or a service.

Name the Optional Item Representing a Discount.

4. Manually Enter How Much the Discounted Price Would Be

Put at least ONE quantity. Remember to put a negative symbol (-) before the amount.

Manually Enter How Much the Discounted Price Would Be

5. Make Sure the 'Optional' Button Is Toggled

Make Sure That the Optional Button Was Toggled

6. Click on "Save"

Click on "Save"

7. Now the Customer Can Select on the Optional Items on the Proposal to Avail a Discount.

Now the Customer Can Select on the Optional Items on the Proposal to Avail a Discount.

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.