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Using Proposal App
Discounts and Rebates
Adding Interactive Discounts to Proposal
Adding Interactive Discounts to Proposal

How to offer more powerful discounts to your customers

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Written by Customer_Success
Updated over a week ago

View the list of Interactive Discounts that are available once you set them up on Office.

You cannot create a new Interactive Discounts before presenting it to the customer. You can only select from the Interactive Discounts catalog that is created by an admin in the office app.

Interactive Discounts can help you offer "Cash Discounts" (read more [here]) that also can be added Automatically (read more).

How does it work?

  • Summary Page >> Interactive Discounts section (will only show up if there is at least one Discount available)

  • Click Add

  • Select an Interactive Discount from the list

  • It has to be within the Discount Limit

  • % Discounts will be calculated after you add them to the Proposal

  • Remove if needed and select another one

Remember, selected discounts will not impact the calculation at this point. Similarly to the recommended add-ons, the Interactive Discounts will only affect the calculation once applied to the proposal by the consumer on the presentation page.

Example of Interactive on summary:

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