So the scenario is that we offer a discount to Military and EMS members. I can't find a way to have 1 quote (especially applicable with Quote Valet) . I'm trying to add an optional where the user identifies he's Military and a discount is applied based on the running subtotal. Discounts don't seem to have an " optional" setting.
Consequently, every time a customer remembers to ask for the discount after the fact, I need to amend the quote.
Something being optional can only be applied to product/service type lines.
Could your 'discount' line be a product/service line based on a formula (negative %)
How does the client identify they qualify for a discount?
Something like this?
The client is requested to identify if they are MIL/EMS when they request their estimate. 80% don't.The example you've identified will work. How do I do it?
The client identifies that they are MIL/EMS via email (or on the phone), we confirm status prior to invoice.
My bottom line is a product/service line that is based on the price of he above items using a formula line (right-click > edit product/service properties; choose totaling; define the items you wish to base the discount on and set a negative percentage (the discount percentage))