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Setting Adjust Price Permission
Setting Adjust Price Permission

How to allow your team to override the price presented to the customer

Customer_Success avatar
Written by Customer_Success
Updated over a week ago

Whether you need to match the price of a competitor or you want to bypass the pricing engine and set your own sale price for a proposal, the Total Price Adjustment setting will help you achieve that.

This is a permission-based feature and can be turned on and off per user by any admin.

How does it work?

  1. From Office >> Users >> select the right User.

  2. Click Edit.

  3. Under "Select Permissions" use the checkbox to control the setting

  4. When the checkbox is filled -- this user will see the "Adjust Price and Present" button before presenting a proposal.

  5. When the checkbox is empty -- this user will not see the "Adjust Price and Present" button before presenting a proposal

  6. Save.

NOTE: All users apart from your own will be shown on the Users list. To change the permission for yourself, click "My Profile" in the top right corner near the company logo

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