Title: Make quote “Discount” field label configurable (e.g. Pro‑rata / Incentive / Intro Pricing)
Body:
We’d like the ability to customize how discounts are labeled on quotes, or at least choose a “type” from a dropdown, instead of always showing the generic word “Discount”.
Current behavior
- Quotes have a built‑in Discount field (either % or fixed amount).
- The label “Discount” is system‑controlled and cannot be renamed.
- There’s no way to indicate what kind of discount/adjustment it is other than adding free‑text notes.
Because of this, we’re forced to either:
- Use the discount field and live with the generic “Discount” wording, or
- Add separate negative line items (e.g. “Pro‑rata Adjustment”) and avoid the Discount field entirely.
What we’d like to be able to do
Either of the following would solve our use case:
-
Configurable label for the Discount field
- Allow admins to change the label from “Discount” to something like “Pricing Adjustment” or “Pro‑rata Adjustment” at the portal or template level.
-
Dropdown of discount “types” tied to the Discount field
-
Keep the Discount amount as‑is, but add a selectable “Reason/Type” with labels such as:
- Preferred Customer Pricing — for an important customer
- Partnership Pricing — for a strategic relationship
- Introductory Pricing — for a new customer
- Multi‑Year Savings — tied to a longer commitment
- Volume Pricing — based on licenses, users, or usage
- Special Pricing Adjustment — neutral and professional
- Commercial Incentive / Investment Incentive — useful during negotiations
-
Ideally, the chosen type would:
- Appear clearly on the quote near the Discount line/total.
- Be reportable or at least visible on the deal/quote record for analysis later.
-
Why this matters
-
In B2B, especially when dealing with recurring contracts, mid‑term changes, or multi‑year deals, we often aren’t giving a simple “discount” — we’re applying:
- Pro‑rata credits,
- Incentive pricing for initial adoption,
- Volume or term‑based adjustments,
- Partner or strategic pricing.
-
Calling all of these just “Discount”:
- Undermines the commercial positioning (“we’re discounting” vs. “we’re structuring commercial terms to support your success”).
- Can create confusion for customers and internal stakeholders (e.g. finance, account management).
- Forces workarounds with extra line items and explanations in the quote text.
Having either a configurable label or a small, structured dropdown of discount types would make quotes clearer, more professional, and easier to analyze over time (e.g. how much of our book is on “Introductory Pricing” vs. “Multi‑Year Savings”).