Proposal incentives are fully visible and manageable within the proposal workflow, giving teams clearer control over pricing and greater transparency. Under Discount Details, all incentives that match the eligibility criteria will automatically appear, allowing users to apply or remove them as needed.
Follow the steps below to add or remove incentives from proposals.
Step 1: Click “Customers” and then select the preferred customer from the list.
Step 2: Click “View Detail” to view the details of the proposal.
Step 3: Click “Discount Details”. Select “Incentives” from the options to view the incentives that apply to the proposal. Click “Apply” beside the incentive to apply it to the proposal. You can also click on the “View Incentive Detail” icon to view the details.
Step 4: Click “Yes”.
Step 5: Once the incentive is added, you can also remove it using the “Remove” button.