Total Estimate Discount Percent (%) on estimates, invoices
Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.
Robert Calbeck commented
I agree. This is one of the features I miss the most from switching to job nimbus. We might drop the service if its not possible to add without a janky workaround.
Shawn RoofWorks commented
Such a shame to see this topic added 2yrs ago...what crm doesn’t have a discount feature? It’s sales 101...who’s eyes don’t wander to the red sticker 20% OFF! You know you do ;) pls add this feature.
[Deleted User] commented
Yep need this for sure. I had discounts set up in QBO and those ones did not sync because of this. We offer military discounts and run specials. Need to be able to show discount.
I figured out a work around for now... Add in the discount as a separate line item and then put in the amount discounted with a minus (-) sign to subtract. Would still be nice if the system would do the math automatically.
I need to be able to add a discount to products when creating an estimate. It would be very simple to add a percentage discount to an item that would show the customer the exact amount they are saving.
Original Price = $100 // 10% Savings = $10 OFF // SALE Price = $90
Has this feature been added yet?? I need to be able to discount a product on my estimates.....
Janet Roorbach commented
YES!! I am very frustrated that this is not possible.
Chris McCarthy commented
This would be a great feature. Not a huge deal breaker for my company. But, it does prevent me from recommending it to fellow business owners. Some of them need to add a quick 10% discount on the fly base on a referral or super old coupon.
Daniel Leathers commented
This is what is holding my company back from JobNimbus. We need to be able to give % discounts on the fly and not set up a ton of extra products in the database priced differently or something.