Line Item Discount for Perfex CRM

The Line Item Discount for Perfex CRM is a powerful and user-friendly module that brings line-level discounting features to your Proposals, Invoices, and Estimates.

With this module, you can assign a specific discount rate to each item. The applied discounts are clearly displayed in the generated PDFs, showing both the discount percentage and the discounted amount on the same line.

In addition to increasing clarity for your clients, the total value of discounts applied to each line is automatically reflected in the totals of the invoice/quote/proposal. This gives you a transparent way to track and present discounts without affecting your current Perfex workflow.

Key features:

• Line-level discount fields: easily apply a discount rate to each item in proposals, invoices, and quotes.
• PDF compatibility: Discount percentages and amounts are displayed in the PDF documents next to each item.
• Automatic total updates: all line discounts are automatically calculated and reflected in the total section of the document.
• Seamless integration: designed to work perfectly with your existing Perfex CRM setup, with no conflicts.

Simplify your discount workflow and enhance pricing transparency with the Line Item Discount module for Perfex CRM.