Why This Matters

Setting up discounts gives you flexible pricing options to close more deals. Offer seasonal promotions or volume discounts right in your quotes.

What You'll Need

There are several types of discounts- promotional discounts, self site survey discounts and instant rebate discounts on panels with cash finance.

Follow the steps below to set up the aforementioned discounts.

Step 1:Click on the profile in the top right corner, then select “Organization”.

Step 2:Click on the “Settings” tab.

Step 3:Click “Discount Setting”.

Step 4:Click on the pencil icon to edit the discount settings.

Step 5:Input the discount name and percentage.

Step 6:Click “Publish”.

Note:A non-promotional discount will only apply to the price of solar panels and will be added automatically to the pricing summary.

If you wish to apply promotional discounts, follow the next steps to add them to the database.

💡 EasyQuote tip: Test your changes on a preview before publishing to make sure everything looks right.
📱 Mobile-friendly: Check that your EasyQuote pages look good on phones — most customers browse on mobile.
🔄 Keep it fresh: Update your EasyQuote content regularly to reflect current pricing and services.

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Widget not appearing on website	Check that the embed code is placed correctly in your website's HTML. Clear your browser cache and refresh.

Last updated: 2026-05-15 · Source: Set Up Discounts