UPDATE 1/12/15You can now add discounts (or taxes) very easily to the proposal without using the below process. You can still use the process outlined below if you prefer, but this video will show you an easier way to do it.
We have talked before about how to add taxes to your project cost using the boilerplate, but you can use the same process for including a discount on your proposals as well. This can be useful if you want to give your customers a discount and show it very clearly on the proposal. Again, we'll be using the "Insert Fields" dropdown next to the boilerplate section where you can enter custom fields to your boilerplate.
We can use this to calculate discounts and come up with a total cost including the discount. Here are the steps:
Create a new boilerplate heading in the "Outro" section called "Discount" or whatever you would like to call it.
Type in a short statement explaining what this section is about, such as "You have been given a discount of X% because discounts are great!"
Show the total project cost, the discount rate, the totaldiscount, and final "Grand Total" using the [projcost] we talked about above, An example is written up below.
You can multiply the project cost within the square brackets "[]".
For example for a 10% discount rate you can enter [projcost*.10] to calculate the amount of discount to be applied.
To get the total cost including taxes, just type [projcost*.90]
This is one minus the discount rate. So for a 5% discount you would do 1-.05 = .95. Then in your boilerplate calculate [projcost*.95] to apply a 5% discount.
Move this heading to the top of the "Outro" list so that it appears right below your list of line items and the project cost.
Thats it! Now you have an easy way to show a discount to your customers.
Here is an example of what you might type up.
Discount
We have applied a X% discount to your proposal based on this reason.
If you absolutely have to reply negatively to the customer's request for a discount, do so politely. Say you're sorry, but that the price you offered them is the best value package. Stand your ground without getting defensive or forceful, even if the customer insists.
Noun The store offers a two percent discount when customers pay in cash. a discount of 20% from the original price Verb The vacation plan included a discounted price on our hotel room. Car dealers are heavily discounting last year's unsold models.
“Hey [Prospect's name], Thanks for your interest in our product. We understand you want a discount on your order, and we deeply value your business. Unfortunately, we can't offer a discount at this time.
The best way to handle premature pricing questions is to point out that pricing depends on their unique needs. Explain that there are different price points and costs may be dependent on sales volume, functionality, level of customer support required, add-ons and other variables.
What to do: Be direct. "I need to cut expenses, and I'm not happy with what I'm paying for my cable service.Do you have any promotions right now?" If you don't make any headway, tell the customer service rep that you're a loyal customer but your friend has a better plan with another company.
An effective email should be easy to scan and make it easy to find the main information (the discount offer/code). Focus on the value: Keep your email focused on the value you're providing for the user – which is the discount code. Leverage urgency: Include the end date for your offer.
Start by saying thank you and expressing your excitement and fit for the role.Then ask for a phone call to go over some details and ask a few questions about the offer.
What to do: Be direct. "I need to cut expenses, and I'm not happy with what I'm paying for my cable service.Do you have any promotions right now?" If you don't make any headway, tell the customer service rep that you're a loyal customer but your friend has a better plan with another company.
Introduction: My name is Saturnina Altenwerth DVM, I am a witty, perfect, combative, beautiful, determined, fancy, determined person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
