Why It Matters
The Discount Section and Discount Points settings let admins control whether discount information appears on the Proposal Detail page. This helps organizations decide how much discount visibility sales reps have during proposal creation while maintaining a consistent quoting experience across the team.
What You'll Need
Access to the SubcontractorHub platform.
Admin access to Organization Settings.
Step-by-Step Instructions
Step 1: Click your Profile icon.
Step 2: Go to "Organization".
Step 3: Select "Proposal Settings".
Step 4: Scroll down to the "Proposal Detail" section and click the Edit icon.
Step 5: Turn on the "Show Discount Section on Proposal Detail Page" toggle.
Step 6: Turn on the "Show Discount Points on Proposal Detail Page" toggle.
Step 7: Click "Update" to save your changes.
Pro Tip
Enable both settings if your sales team regularly negotiates discounts during proposals. If only managers should control discounts, keep these settings disabled until they're needed.
Troubleshooting
Issue | Solution |
The discount section is not visible on the proposal. | Verify that Show Discount Section on Proposal Detail Page is enabled in Proposal Settings. |
Discount points are missing. | Make sure Show Discount Points on Proposal Detail Page is turned on and click Update after making changes. |
The settings cannot be edited. | Confirm that you're signed in with an admin account that has access to Organization Settings. |
Changes are not appearing. | Refresh the proposal after updating the settings to load the latest configuration. |
Real-World Example
A sales manager wants reps to show customers promotional discounts during seasonal campaigns but hide discount points during standard pricing periods. By enabling or disabling these settings in Proposal Settings, the manager can control how discount information appears on every proposal without requiring reps to adjust individual proposals manually.