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Discount in Quote

New Member
Posts: 3
Country: United States

Discount in Quote

Is there a way to print the disount amount in a quote?  I know you enter the discount when adding each individual item into the opportunity, so how can this be displayed in a quote?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Discount in Quote

Here is a link to a KB article that will provide some info:  http://bit.ly/67j1Sx

 

Doing what you request may or may not work, as noted in the article.  Be sure to save a copy of the files you change BEFORE changing them in case things go awry...

 

 

New Member
Posts: 3
Country: United States

Re: Discount in Quote

I have been able to modify the Word document to our needs, and I have been able to shink down the size of the Excel list by hiding rows.  What I have not been able to do is add a Discount column to the Excel template and have ACT! automatically add the discount information when a quote is made.  There should be a way since all of the Quantity, Name, Item# and pricing is transferred from ACT into the Excel template.