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Disabling Discounting in Sales Quotes

It may be a requirement for some Administrators of QuoteCloud to prevent Sales Consultants from applying discounts. 

Please note, although this feature will prevent a Sales Consultant from applying a negative line item, accessing the discount rules drop-down, or reducing the price of a product, it does not prevent a Sales Consultant from creating custom price lines and giving the impression of a discount by setting their own custom price.

In the Sales Quote Dashboard, click on the Configuration Menu and select Manage Users & Roles to restrict discounting.

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Click on the Roles tab.

Click on the Edit button next to the role you want to adjust.

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Click on the Pricing tab to find the restriction for users discounts (see below).

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Switch-off the option Allow access to the Pricing Discounts Configuration set-up

Click on Save.

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