Saved discounts
Build a library of reusable discounts under Settings then Discounts (owner/admin). Once saved, you apply one to an estimate with a single click. Use these for the deals you offer often, like a first-time-customer discount or a seasonal promotion.Conditional discounts
Conditional discounts live on the individual estimate, not in settings. They’re rules that apply automatically based on what the customer selects on their portal page. For example: “take 10% off when the customer chooses monthly service” or “knock off $25 when they add the gutter line.” Because they react to the customer’s choices, the discount recomputes live on the portal as the customer toggles optional lines or changes a frequency. The price they see always reflects the rules you set.Stacking
Each discount has a stackable setting that controls whether it can combine with others on the same quote. Turn stacking off for a discount that should be the only one applied.How the math works
Two things worth knowing so the numbers never surprise you or your customer:- Tax comes after the discount. ShineCRM discounts the work first, then calculates tax on the discounted amount, which is the correct order.
- Discounts lock in when the customer accepts. A conditional discount is evaluated and frozen onto the document at that point. Changing the rule later doesn’t quietly rewrite a quote a customer already accepted.