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Setting Up Rules in the Quote

In this step, we will configure discount rules in the Quote based on the data collected in the form. The salesperson selects the discount type, and this information is passed to the Quote, ensuring the correct discount is applied automatically.

Step 1: Adding the Discount Column to the Quote​

To display discounts in the Quote, we need to add a Discount column.

  1. Open the Quote editor.
  2. Click on + Add Column.
  3. Select Discount from the available options.

Add Discount Column

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The Discount column supports both percentage and fixed amount discounts. You can specify the type in the column settings.

Step 2: Creating a Quote Data Field​

Next, we need to store the discount type selected in the form.

  1. Open the Quote Data Fields section.
  2. Click + Add Field.
  3. Name the field Discount Type.
  4. Set the type to Short Text.
  5. Save the field.

Add Data Field for Discount Type

Data Field Best Practices

Use clear, descriptive names for your data fields

Step 3: Creating a Rule​

Now, let's create the first discount rule.

  1. Navigate to the Rules section of the Quote.
  2. Click + Create Rule.
  3. Rename the rule to Military and First Responder Discount.

Go to Rules and Create a New Rule

Define the Conditions​

  1. Select Line Items where Quantity > 0. Check Line Items Quantity Greater Zero

  2. Check if the Discount Type equals Military and First Responder Discount.

Check Quote Variable Equals Military Discount

Understanding Rule Logic

Rules are executed in order from top to bottom. Learn more about Rule Execution Order.

Define the Action​

  1. Set a 10% discount on all qualifying line items. Set the Military Discount 10%
  2. Save the rule.
Advanced Rule Options

You can also:

  • Use formulas to calculate dynamic discounts
  • Apply different discount types (percentage vs fixed amount)
  • Add conditions based on product categories See Advanced Rule Examples for more options.

Step 4: Testing the Discount Rule​

To test the rule:

  1. Add a product to the Quote. Add Product to Quote to Start Testing
  2. Enter Military and First Responder Discount in the Quote Data field. Specify Discount Type to Test the Rule
  3. Verify that the discount is applied correctly.
Testing Best Practices
  • Test with different product combinations
  • Verify edge cases (zero quantity, maximum discounts)
  • Check rule interactions if multiple rules exist

Step 5: Adding Remaining Discounts​

Now, duplicate the rule and modify it for other discounts:

  • Senior Citizen Discount → 15%
  • Student Discount → 5%

Save All Rules

Rule Management

Consider using Lookup Tables for managing multiple discount rates in one place.

Step 6: Passing Discount Data from the Form to the Quote​

Finally, we will pass the discount selection from the form into the Quote.

  1. Open the Data tab of the Quote step.
  2. Find the Discount Type field.
  3. Map it to the output of the form step.
  4. Save the Quote.

Pass the Data from Form to Initialize Discount

Troubleshooting Common Issues​

  • Rule not triggering: Verify the condition syntax and field names
  • Incorrect discount amounts: Check the discount type settings
  • Data mapping issues: Ensure form fields are properly connected
  • Multiple rules conflict: Review rule execution order

Next Steps​

Conclusion​

With these discount rules in place, the system will automatically apply the correct discount based on the salesperson's selection. The next step in our guide is passing the Quote to the document.