> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Discounts

> Saved discounts you reuse, and conditional discounts that apply themselves on the customer's quote.

ShineCRM has two kinds of discounts: a **saved library** you reuse across quotes, and **conditional discounts** that live on a single estimate and apply themselves based on what the customer picks.

## Saved discounts

Build a library of reusable discounts under **Settings then Discounts** (owner/admin). Once saved, you apply one to an [estimate](/guides/estimates) 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.

## Frequently asked

**What's the difference between a saved discount and a conditional one?**
A saved discount is a reusable amount you apply by hand. A conditional discount is a rule on one estimate that applies itself based on the customer's selections.

**Will a discount change a quote the customer already accepted?**
No. Discounts are locked onto the document at acceptance, so historical quotes stay exactly as the customer agreed to them.