🔟 Discount settings
Offer discounts on your order
Before creating a discount, you must follow these instructions to ensure the discount is displayed correctly.
From your Quote Snap app > Quote Form Builder > Step 2: Contact info > Product list > Check the Product Price box > Save
From your Quote Snap app > Others > Email notifications (Please make sure that you have connected your email successfully)
If you activate Auto-response Email:
Go to the 'Quote info'
If you choose the 'Similar to Contact Form' option for Product Display > Check Show Total and Show Subtotal boxes > Save
If you choose the 'Different from Contact form' option for Product Display > Check the Show Unit Price, Show Total, and Show Subtotal boxes > Save
If you activate Admin Email:
Go to the 'Quote info'
If you choose the 'Similar to Contact Form' option for Product Display > Check Show Total and Show Subtotal boxes > Save
If you choose the 'Different from Contact Form' option for Product Display > Check the Show Unit Price, Show Total, and Show Subtotal boxes > Save
To start creating a discount, you click the Add Discount button below:
To create the discount, enter your discount title (under 20 characters) in the Discount Title field to tell the customer what the discount is for.
You can activate a discount or deactivate it by setting the Discount Status using the dropdown:
Active - the discount is activated
Inactive - the discount is deactivated
Note: If you set an end date for your discount, your discount will be automatically deactivated on its end date.
By using the Discount Value dropdown, you can choose between two options:
Fixed amount
Percentage
Tips: Choose the Fixed amount option if you want to deduct a specific currency amount from the price. Choose the Percentage option if you want the discount to scale with the order total.
Typing the discount amount based on the discount value option that you have selected
Example 1: To create a $100 discount, select the 'Fixed Amount' option and enter '100' in the 'Discount Amount' field.
Example 2: To create a 10% discount, select the 'Percentage' option and enter '10' in the 'Discount Amount' field.
If multiple discounts are applied to the same line item, the system will automatically select the discount with the highest value
You can set up where to show the discount by ticking the box for the preferred display visibility (you can select multiple visibilities):
Display discount reason on the Draft Order
Display discount reason on the Email
Display discount reason on the Invoice PDF
Display discount reason on the PDF
In the Schedule section, you can choose when the discount should begin and optionally, when it should end by following these four steps:
Steps:
Select your timezone
Choose your Start Date and Start Time
[Optional] If you want to have an End Date, you can tick the Enable End Date Box and edit the End Date and End Time
Note: End Date must be a date & time after Start Date
Click Save
You can choose whether to apply the discount using the Line item discount rule or the Quote discount rule
Line item discount:
If you want to apply a discount to a single product, you can choose the Line item discount option
Quote discount:
If your customer submits a quote containing multiple products, you can use the Quote discount rule to apply a discount to all products in the request, instead of creating individual discounts for each item
All products
Specific products
If you have many discounts on the same line item, the system will prioritise the discounts with the rule that applies to 'Specific products' rather than 'All products'
If you choose the Quote discount, you can select 3 options (All quotes, Quote amount, Quote quantity) on which product you want to apply:
All quotes
Quote amount:
This means that the discount will be applied if the subtotal of the submitted quote is greater than or less than the specified input value
For the quote amount, you will have two selections: Greater than and Less than
Example: To apply a discount to a submitted quote with a quote amount greater than 10, enter '10' in the field next to the 'Greater than' option
Total quantity:
This means that the discount will be applied if the total quantity of all products submitted in the quote is greater than or less than the specified input value
For the total quantity, you will have two selections: Greater than and Less than
Example: To apply a discount to a submitted quote with a total quantity greater than 10, enter '10' in the field next to the 'Greater than' option
You can select what type of customers are eligible to receive the applied discount.
All logged-in customers
Other
If you select Other, you will have 2 options, which are Customer type and Customer tag
For Customer type, you can only select the DTC option if you run a DTC store. However, if you operate a B2B store, you can choose both DTC and B2B options
For Customer tag, you can select 2 options between: 'Has not tag' and '*Has tag'**
You can control how often the discount can be used by selecting these two options: '**One-time uses'** and '**Always, depending on the discount period'**
One-time uses: The discount can only be applied once per customer.
Always, depending on the discount period: The discount can be used as many times as needed, but only during the set time frame.
You can edit a discount by following these steps:
Steps:
From your Quote Snap app, go to Discount settings
Click the Pencil Button of the discount that you want to edit.
Edit the discount's settings.
Click Save.
You can permanently delete a discount to remove it from the Discounts list in 2 different ways by following these steps
Option 1: Use the Trash Button
From our Quote Snap app, go to Discount settings
Click the Trash Button of the discount that you want to delete.
When the pop-up appears, click the Delete Button of the pop-up
Option 2: Use the Delete Button
From our Quote Snap app, go to Discount settings
Click the discount that you want to delete.
Click the Delete button shown under the Discount list.
When the pop-up appears, click the Delete button of the pop-up
You can permanently delete multiple discounts from the Discounts list in two ways: either by selecting the 'Select All' box or by selecting individual checkboxes for the discounts you want to delete.
Example: You want to delete all the discounts, you can click on this box
Then you can press the button 'Delete'
Example: You want to delete specific discounts, simply check the boxes next to the discounts you wish to remove
Then you can press the button 'Delete'
Important Note
Before creating a discount, you must follow these instructions to ensure the discount is displayed correctly.
Note 1: Ensure that the Quote Form is set up correctly
From your Quote Snap app > Quote Form Builder > Step 2: Contact info > Product list > Check the Product Price box > Save
Note 2: Ensure that your Auto-Response & Admin Email are set up correctly
From your Quote Snap app > Others > Email notifications (Please make sure that you have connected your email successfully)
If you activate Auto-response Email:
Go to the 'Quote info'
If you choose the 'Similar to Contact Form' option for Product Display > Check Show Total and Show Subtotal boxes > Save
If you choose the 'Different from Contact form' option for Product Display > Check the Show Unit Price, Show Total, and Show Subtotal boxes > Save
If you activate Admin Email:
Go to the 'Quote info'
If you choose the 'Similar to Contact Form' option for Product Display > Check Show Total and Show Subtotal boxes > Save
If you choose the 'Different from Contact Form' option for Product Display > Check the Show Unit Price, Show Total, and Show Subtotal boxes > Save
Start creating a discount
To start creating a discount, you click the Add Discount button below:
1. General Information
This section defines the basic information of your discount, like discount title, reason for discount, and discount value. To start defining your discount's information, you can configure the following details:
a. Discount title
To create the discount, enter your discount title (under 20 characters) in the Discount Title field to tell the customer what the discount is for.
You can activate a discount or deactivate it by setting the Discount Status using the dropdown:
Active - the discount is activated
Inactive - the discount is deactivated
Note: If you set an end date for your discount, your discount will be automatically deactivated on its end date.
b. Reason for discount
In the Reason For Discount field, you can enter your discount reason (under 150 characters) to tell the customer why they got a discount
c. Discount value
When creating a discount, you have to choose how the discount will be calculated. You can select between the two options: Fixed amount and Percentage.
By using the Discount Value dropdown, you can choose between two options:
Fixed amount
Percentage
Tips: Choose the Fixed amount option if you want to deduct a specific currency amount from the price. Choose the Percentage option if you want the discount to scale with the order total.
Typing the discount amount based on the discount value option that you have selected
Example 1: To create a $100 discount, select the 'Fixed Amount' option and enter '100' in the 'Discount Amount' field.
Example 2: To create a 10% discount, select the 'Percentage' option and enter '10' in the 'Discount Amount' field.
If multiple discounts are applied to the same line item, the system will automatically select the discount with the highest value
2. Discount Visibility
You can set up where to show the discount by ticking the box for the preferred display visibility (you can select multiple visibilities):
Display discount reason on the Draft Order
Display discount reason on the Email
Display discount reason on the Invoice PDF
Display discount reason on the PDF
3. Schedule
In the Schedule section, you can choose when the discount should begin and optionally, when it should end by following these four steps:
Steps:
Select your timezone
Choose your Start Date and Start Time
[Optional] If you want to have an End Date, you can tick the Enable End Date Box and edit the End Date and End Time
Note: End Date must be a date & time after Start Date
Click Save
4. Discount condition setting
a. What rule will be applied?
You can choose whether to apply the discount using the Line item discount rule or the Quote discount rule
Line item discount:
If you want to apply a discount to a single product, you can choose the Line item discount option
Quote discount:
If your customer submits a quote containing multiple products, you can use the Quote discount rule to apply a discount to all products in the request, instead of creating individual discounts for each item
Line item discount
If you choose the Line item discount, you can select 2 options on which product you want to apply:
All products
Specific products
If you have many discounts on the same line item, the system will prioritise the discounts with the rule that applies to 'Specific products' rather than 'All products'
Quote discount
If you choose the Quote discount, you can select 3 options (All quotes, Quote amount, Quote quantity) on which product you want to apply:
All quotes
Quote amount:
This means that the discount will be applied if the subtotal of the submitted quote is greater than or less than the specified input value
For the quote amount, you will have two selections: Greater than and Less than
Example: To apply a discount to a submitted quote with a quote amount greater than 10, enter '10' in the field next to the 'Greater than' option
Total quantity:
This means that the discount will be applied if the total quantity of all products submitted in the quote is greater than or less than the specified input value
For the total quantity, you will have two selections: Greater than and Less than
Example: To apply a discount to a submitted quote with a total quantity greater than 10, enter '10' in the field next to the 'Greater than' option
b. Who will be eligible to apply?
You can select what type of customers are eligible to receive the applied discount.
All logged-in customers
Other
If you select Other, you will have 2 options, which are Customer type and Customer tag
For Customer type, you can only select the DTC option if you run a DTC store. However, if you operate a B2B store, you can choose both DTC and B2B options
For Customer tag, you can select 2 options between: 'Has not tag' and '*Has tag'**
c. Maximum discount usage limit
You can control how often the discount can be used by selecting these two options: '**One-time uses'** and '**Always, depending on the discount period'**
One-time uses: The discount can only be applied once per customer.
Always, depending on the discount period: The discount can be used as many times as needed, but only during the set time frame.
5. Edit a discount
You can edit a discount by following these steps:
Steps:
From your Quote Snap app, go to Discount settings
Click the Pencil Button of the discount that you want to edit.
Edit the discount's settings.
Click Save.
6. Delete a discount
You can permanently delete a discount to remove it from the Discounts list in 2 different ways by following these steps
a. Delete a discount
Option 1: Use the Trash Button
From our Quote Snap app, go to Discount settings
Click the Trash Button of the discount that you want to delete.
When the pop-up appears, click the Delete Button of the pop-up
Option 2: Use the Delete Button
From our Quote Snap app, go to Discount settings
Click the discount that you want to delete.
Click the Delete button shown under the Discount list.
When the pop-up appears, click the Delete button of the pop-up
b. Delete multiple discounts
You can permanently delete multiple discounts from the Discounts list in two ways: either by selecting the 'Select All' box or by selecting individual checkboxes for the discounts you want to delete.
Example: You want to delete all the discounts, you can click on this box
Then you can press the button 'Delete'
Example: You want to delete specific discounts, simply check the boxes next to the discounts you wish to remove
Then you can press the button 'Delete'
[](https://docs.quotesnap.net/main-features/discount-settings#a.-discount-title)
Updated on: 02/06/2025
Thank you!