Overview
This feature provides powerful and flexible discount capabilities for your proposals. You can create a library of standardized, reusable discounts (e.g., "Promotional Discount," "Friends & Family") that can be applied individually or stacked together. This allows you to standardize your company's pricing strategy, prevent rogue discounting, and apply complex discount structures with ease.
Availability
Admin Setup: Creating and managing the discount library is done on the Web.
Applying Discounts: Applying discounts to proposals is done on iOS, Android, and Windows.
How It Works: A Two-Part Process
This feature involves two distinct workflows:
Admin Setup: An Admin creates a library of "Standard Discounts" that will be available for sales reps to use. The Admin also configures which products are eligible for discounts.
User Application: A user selects from the predefined discount list when building a proposal.
Part 1: Admin Setup (Web)
As an Admin on the ArcSite user site, you can build and manage a list of company-approved discounts and control their application.
Creating the Discount Library
Navigate to the Proposals section in your account settings.
Select the new "Discounts" tab.
Click "Add Discount" and configure the following options:
Name: The customer-facing name for the discount (e.g., "Spring Promotion").
Type: Choose between a Flat Amount ($) or a Percentage (%) discount.
Amount: Enter the value of the discount.
Exclusive: If you toggle this ON, this discount cannot be combined (stacked) with any other discounts.
Excluding Products from Discounts
Some line items, like permit fees or machine rentals, should not be discountable. You can exclude any product from discount calculations.
Navigate to the Product Library.
Select the Product you wish to exclude.
Toggle ON the setting: "Exclude from being discounted."
Products with this setting enabled will be ignored when any global proposal discounts are calculated.
Part 2: Applying Discounts to a Proposal (App)
Once the discount library is set up, applying them to a proposal is simple.
From the Proposal Summary screen, tap the "Markup / Discount" section.
You will see a list of all predefined Discounts and Fees.
Select one or more discounts from the list to apply them to the proposal.
If you select a discount marked as "Exclusive," you will not be able to select any others.
Key Concepts
Calculation Order (Stacking)
When multiple discounts are applied, they are calculated in a specific, fixed order to ensure consistency and protect margins.
Line Item Discounts: Any discounts applied to individual line items are calculated first.
Global Flat Amount ($) Discounts: Any standard flat-amount discounts are subtracted from the subtotal next.
Global Percentage (%) Discounts: Finally, any standard percentage-based discounts are calculated based on the new subtotal (after flat-amount discounts have been applied).
Customer-Facing Display
To avoid confusion on the final document, multiple stacked discounts are aggregated into a single line item on the customer-facing proposal. For example, if two 10% discounts are applied to a $100 subtotal, the customer will see a single line for "Discounts" showing the final combined value (e.g., "$19.00"), not two separate 10% discounts.