Adding discounts, fees, and taxes

Use the Add One-time Discount, Fee, or Tax outcomes to apply a percentage or fixed amount to a quote automatically.

Overview

Three closely related outcomes let a rule apply a one-time amount to a quote: Add One-time Discount, Add One-time Fee, and Add One-time Tax. Each adds a labeled line to the quote as either a percentage or a fixed amount. Use them to apply promotions, standard fees, or taxes consistently whenever your conditions match.

Steps

1. Create a Quote Rule and set the conditions that should apply the amount. See Creating a Quote Rule.
2. Choose the outcome. Select Add One-time Discount, Add One-time Fee, or Add One-time Tax.
3. Give it a label. This is the text that appears on the quote — for example, “Spring promo” or “Implementation fee.”
4. Set the type and value. Choose percent or fixed, then enter the amount.
5. Set it active and save. Matching quotes now carry the discount, fee, or tax automatically.

Examples

• Promo discount: add a 10% one-time discount labeled “Spring promo” when a qualifying product category is on the quote.
• Implementation fee: add a fixed $500 fee labeled “Implementation” when a specific service product is present.

Tips

• Use clear labels — the buyer sees them on the quote.
• For ongoing, jurisdiction-aware sales tax rather than a flat rule-applied tax, use automatic sales tax instead. See Setting up automatic sales tax.

Related articles

• Adding line items and collections
• Setting up automatic sales tax
• Quote rule outcomes reference