How Discounts Work on Estimates with Optional Items
After reading this, you will understand how Rundo applies discounts to estimates that have optional add-ons. The short version: discounts apply to required items only. Optional add-ons are priced at full value. This keeps the base discount honest and prevents confusion at acceptance time.
Add a discount in the editor
On any estimate, click Add discount and choose either a percent or a fixed dollar amount.
See it applied to required items
The discount shows as a negative line in the totals card. It reduces only the required subtotal, not the optional add-ons.
Check the Total
The Total reflects the discount. This is what the customer sees as their committed price in the email subject and body.
Check the Plus add-ons line
If the customer chooses any optional items at acceptance, those items are added at full price. The discount you set does not apply to them.
After acceptance
The estimate detail page shows the original discounted total plus a Plus add-ons line for whatever the customer added. The accepted total is the sum.
Pro tip
If you want a discount to apply to a specific add-on, do not mark that item as optional. Build your add-on at its discounted price and put it in the required section, or skip the discount and lower the unit price directly. The discount-on-required rule keeps the math predictable for the customer.
Need more help?
support@rundo.ca