Interactive Discounts provide a flexible way to offer percentage or dollar amount discounts on your proposals. Save commonly used discounts in your Discount Catalog or create custom discounts as needed during the proposal process.
Create Percentage Based Interactive Discounts (Catalog)
If your team regularly offers the same percentage discounts, you can create them in the Discount Catalog so they are available when building proposals.
To create a Percentage Based Interactive Discount:
Navigate to Office > Discounts.
Click Create Discount.
Enter a Discount Description which is the name of the discount
Under Discount Type, select Percentage Based.
Enter the Percentage.
Save the discount.
Note: Percentage-based discounts are only available as Interactive Discounts to ensure the discount percentages always reflect the final price presented to the homeowner.
Select Percentage Based Interactive Discounts When Building Proposal
While building a proposal, you can add Interactive Discounts from your Discount Catalog or create custom discounts on the fly.
To add an Interactive Discount:
Open your proposal.
Locate the Interactive Discounts section at the bottom of the screen.
Click Add.
Select a Interactive Discount from the Discount Catalog
To add a saved Interactive Discount from the catalog:
Select the discount you want to use.
Choose how the discount should behave.
When the Applied Automatically toggle is turned on the discount will be automatically added to the proposal option.
When the Applied Automatically toggle is turned off, the discount will be available for the homeowner to select during the presentation but is not added by default.
3. Click Add to Proposal.
The Interactive Discount will now appear on the proposal.
Create a Custom Interactive Discount
If the discount you need is not saved in the catalog, you can create one directly from the proposal.
To create a custom Interactive Discount:
Click the Custom tab.
Enter a Reason to apply discount which is the name of the discount.
Select the Discount Type:
Percentage
Dollar Amount
Enter the discount value.
Choose whether the discount should be applied automatically
Click Save.
The custom Interactive Discount will immediately be added to the proposal.
Review Interactive Discounts in the Inspector
The Inspector includes a Consumer Sale Price field that represents the price shown to the homeowner on both the Presented and Accepted proposal.
Consumer Sale Price includes:
Total Sale Price
Commission
Financing Markup
Rebate Contribution Markup
Price Adjustments contributions
Consumer Sale Price on the Inspector:
Consumer Sale Price on Consumer Proposal:
When a Percentage Based Interactive Discount is added, the percentage is calculated against the Consumer Sale Price. This makes it easy to see exactly what value the percentage discount is being applied to.
Frequently Asked Questions
How do interactive discounts impact the discount limit?
Interactive Discounts count toward your company's configured discount limit.
If applying an Interactive Discount would cause the proposal to exceed the allowed discount limit, the discount cannot be applied. This ensures the discount limit set up by admin users cannot be exceeded.
Note: The Remove Financing Markup interactive discounts do not count toward the discount limit because they are only intended to offset financing markups.
How are the Discount Limit and Max Interactive Discount % Are Calculated?
The Discount Limit and the max % you can enter on an Interactive Discount are calculated on two different numbers — so they won't always match, and that's expected.
The Discount Limit is a % of the Total Sale Price (before commission, financing markup, or rebate adjustments). This protects your actual job margin, not an inflated number that includes those markups.
The Interactive Discount is a % of the Consumer Sale Price (Total Sale Price + commission + financing markup + rebate/round-up adjustments). It has to work this way so the discount % makes sense on the homeowner's proposal.
Because these use different bases, your Discount Limit % and the max Interactive Discount % will usually be different numbers, even though they protect the same dollar amount.
Example
Admin sets a Discount Limit of 10%.
| Amount |
Total Sale Price | $10,000 |
Commission (10%) | $1,000 |
Financing Mark-up (5%) | $550 |
Consumer Sale Price | $11,550 |
Discount Limit: 10% × $10,000 = $1,000
Max Interactive Discount %: $1,000 ÷ $11,550 = 8.66%
Same dollar protection ($1,000) — just expressed as a smaller percentage because it's measured against a larger number.
How do interactive discounts impact commission & financing mark-up
Percentage Based Interactive Discounts are applied after commission and financing markups have already been calculated.
This allows the discount percentage to accurately reflect the Consumer Sale Price shown to the homeowner rather than changing as markups are recalculated.