Preset Quote Adjustments / Quote Coupons

Create a list of preset quote adjustments also known as 'Coupons' so that your users can apply that at any time without the worry of remembering what to type as a nice note.

How to create a Preset Quote Adjustment / Quote Coupon

View this interactive tutorial including all additional step descriptions not visible above.

Once created, your users can access these coupons from the 'Quote Adjustment' window (by clicking the total price on the bottom right hand corner of the quote).

Please note:

• Currently, only 1 coupon is allowed per quote.
• Coupons/Quote Adjustments can only be applied to a DRAFT quote.