Description
Line Item Discount for Perfex CRM
Line Item Discount for Perfex CRM is a powerful and easy-to-use module that brings line-level discount capabilities to your Proposals, Invoices, and Estimates.
With this module, you can assign a specific discount rate to each individual item. The applied discounts are clearly displayed on the generated PDFs, showing both the discount percentage and the discounted amount in the same line.
In addition to enhancing clarity for your clients, the total amount of discounts applied at the line level is automatically reflected in the invoice/estimate/proposal totals. This gives you a transparent way to track and present discounts without affecting your existing Perfex workflow.
Key Features:
- Line-level Discount Fields: Easily apply a discount rate to each item on proposals, invoices, and estimates.
- PDF Compatibility: Discount percentages and values are shown in the PDF documents next to each item.
- Automatic Totals Update: All line discounts are automatically calculated and reflected in the document total section.
- Seamless Integration: Designed to work smoothly with your existing Perfex CRM setup without conflicts.
Simplify your discount workflow and improve pricing transparency with the Line Item Discount module for Perfex CRM.
