Percentage Price Change on a Quote
Allow your sales reps to easily adjust prices using percentages
Account-Specific Rate - Percentage Price Change
This feature allows you to apply percentage-based price adjustments to account-specific rates during the quoting process.
Feature Overview
When enabled, the Account-Specific Rate - Percentage Price Change setting permits users to make percentage price adjustments. The specified percentage increase or decrease is applied across all pricing tiers for the selected products within a rate. This provides a quick and uniform way to modify pricing for a specific customer account. You an enable this feature in Quote Settings --> Rate and Price Settings
How to Apply Percentage Price Adjustments
Once the feature is enabled, you can adjust prices within the quote editor.
Locate the Percentage Price Adjustment Section: In the quote editor:
- Select Prices next to the offering you want to change
- Select "Copy and Edit Rate"
- Then select "Percentage Price Adjustment"
Below are the options you can choose from:
Apply to All Products: To apply a single percentage change to every product in the list, check the "Apply to all products" box. Enter the desired percentage in the main "Price Change %" field.
**Apply to Individual Products: ** To apply different percentage changes to specific products, leave the "Apply to all products" box unchecked.
Enter a positive number for a price increase or a negative number (e.g., -4) for a price decrease in the "%" field next to each individual product.
Finalize Changes: After entering all desired adjustments, click the "Apply Price Changes" button to update the quote with the new pricing.
You'll notice that a rate with a purple circle has now appeared next your offering. This is indicates you have now created a rate/pricing scheme specific to this account. If you'd like to revert back to the original rate/pricing scheme, simply click on the rate drop down and choose the rate with the white circle.
Updated about 22 hours ago