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How to use the quote summary and apply discounts?

Finalize the financial aspects of your sales proposal

Introduction

The quote summary centralizes totals, discounts, payment terms, and display options for your customer. This is where you finalize the financial aspects of your sales proposal.

Access

In the quote editor, scroll down to the Summary section at the bottom of the page.

View the summary

The summary displays in real time:

  • Total before discount (excl. tax) : Sum of all products before discounts are applied
  • One-time total : Amount of one-off products
  • Recurring total : Amount of subscriptions and licenses
  • TCV (Total Contract Value) : Total value of the contract over its duration

Customize the display for the customer

Three views are available to present amounts to your customer. For each one, check Show on quote to include it in the proposal.

First payment

Shows the breakdown of the first payment with installments:

  • Installment 1 (e.g.: 60%)
  • Installment 2 (e.g.: 40%)
  • First payment (excl. tax)
  • Taxes
  • First payment (total incl. tax)

Annual summary

Provides an annualized view of costs:

  • Total Year 1
  • Subtotal (excl. tax)
  • Total (incl. tax)

Ideal for contracts with annual commitments.

Total contract value

Shows the overall amount over the entire contract term. Particularly useful for multi-year commitments.

Apply a global discount

Global discounts apply to the entire quote, after product line calculations.

Add a pre-configured discount

  1. In the Global discount section, click + Global discount.
  2. In the Available discount area, search among the discounts configured in your workspace.
  3. Select the desired discount.
  4. Click Add.

Create a custom discount

  1. Click + Global discount.
  2. In the Custom discount section, fill in:
    • Discount type * : Percentage or fixed amount
    • Value * : The discount amount or percentage
    • Discount reason * : Justification (e.g.: commercial gesture, volume)
  3. Click Add.

Custom discounts are identified by an orange Custom badge.

💡 Tip : You can combine several global discounts on the same quote.

Manage the customer balance

If this feature is enabled in your template, you can use the customer balance (credit or debit) on the quote.

Add a credit or debit

  1. In the Customer balance section, click + Credit / debit.
  2. Fill in the information:
    • Name * : Entry label
    • Type * : Credit (credit note) or Debit
    • Amount * : Value in currency
  3. Click Add.

The credit will be deducted from the amount to pay. The debit will be added to the total.

Configure payment terms

The Payment terms section lets you define:

  • Payment terms : Applicable payment period (e.g.: 30 days, 60 days)
  • First billing date : Date on which the first invoice will be issued

These options are pre-configured according to the selected template.

Select the payment method

Check the accepted payment method for this quote among those available (e.g.: Standard payment - bank transfer).

Add special terms

The Special terms field allows you to add free text visible to the customer (e.g.: "Following the negotiation valid for 1 week").

This text will appear in the DealRoom and on generated documents.

Related articles

  • How to edit a quote?
  • How to configure payment terms?
  • How to configure discounts?
  • How to configure quote templates?