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Quote discounts: per line or on the whole quote

Updated October 17, 2026

Reps can lower prices on a quote before they create it. Discounts are set in the cart and locked into the Shopify draft order.

Discount one line

  1. In the Cart, click Discount on the product.
  2. Choose how to enter it:
    • %: a percentage off.
    • Amount: an amount off each unit.
    • Price: the agreed price per unit.
  3. Type the value. The cart shows the result as a percentage, an amount off each unit and a unit price, so the rep can check it any way they like.

The cart with Discount on this line (%, Amount, Price) under the product and Discount on the whole quote (%, Amount) above the totals

Discount the whole quote

Click + Discount on the whole quote and enter a percentage or an amount. It applies after any line discounts.

The rep’s maximum discount

Each rep can have a Max additional discount (%), set when you add the rep. The cart shows it as “Your maximum discount”.

  • The limit is measured against the price before any rep discount. That price is the company’s Shopify B2B price, or your price minus the company’s default discount.
  • Each line, including its share of a whole-quote discount, must stay within the limit. So must the quote as a whole.
  • With no maximum set, there is no limit.
  • With a maximum of 0%, the discount controls are hidden and the rep can’t discount.

Messages the rep may see

  • “Above your maximum discount”: this line is discounted more than the rep’s limit.
  • “The quote is above your maximum discount”: the whole quote is.
  • “Can’t be more than the price”: an amount off or a set price is above the line’s price.
  • “Can’t be more than the subtotal”: a whole-quote amount is larger than the quote.

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