Availability: Business and Enterprise plans
Our volume discount pricing method within your product catalog allows you to create products with pre-defined discount values based on the volume of the items you or your clients select.
Warning:You can have only one price per item when importing catalog products via CSV file. When you export your catalog, items with volume discount pricing will only show the first-tier price without discount.
Setting up products with volume discounts in your product catalog
Start by selecting a product or adding a new one to the product catalog. Add a SKU, name, and currency of your product, then select Volume-based from the “Pricing method” dropdown and Percentage, % as "Discount type". Next, add volume ranges and discount for this quantity. Finally, select Save.
Note:The maximum number of tiers you can add is 50.
Adding products with volume discounts to a quote builder
Note:Quote builder block is a part of our CPQ add-on.
Start by opening a template, document, content library item, or form, then add a quote builder block. Next, click on the block and select +Product from catalog at the bottom left. Finally, select products from the catalog, then select Add items.
Once you’ve added items to the quote builder block, quantity editing will be automatically enabled for the items with volume discount. Signers can modify their quantity — the price will change accordingly.
Click Save at the top right to apply changes and exit editing mode.
Important:Make sure at least one field is assigned to the recipient — then you’re good to go! Now the recipient will be able to select/deselect the product or modify their quantity.
Adding products with volume discount to a pricing table
Once you’ve created your catalog items, open a content library item, template, document, or a form you’re working on, then navigate to the pricing table.
Warning:You'll be unable to edit the price of a product with volume-based pricing once it's added to the pricing table. To update the price of this product, you need to go to the catalog.
There are three ways you can add catalog items to a pricing table:
- Select +Products > Catalog at the bottom of the table, then search for the product in the catalog pop-up. Select the items you need.
- Click the small arrow at the top right of a cell in your pricing table, then select Insert from the catalog below.
- Start typing the product name in the Name column — auto-suggest will then show available options in your product catalog.
You can check additional information about your catalog items once they’ve been added to the pricing table. Simply select a tooltip next to the items’ prices.
Once you’ve added items to the pricing table, you can modify their quantity — the price will change accordingly.
You can also enable quantity editing so recipients can change an item’s quantity on their own.
Once your recipient receives the document that includes a pricing table or a quote builder block you’ve set up, they will see a tooltip detailing pricing tiers set for items with volume discounts if they hover over a small green label under the product's name.
Note:The tooltip is shown only if you have QTY editing option enabled for the recipients.
With quantity editing enabled, signers can modify the number of items in the quote builder — its price with volume discount will change accordingly.
You can enable "You'll save" line in the quote builder editing mode by clicking "Show amount saved" under "Total" to reflect savings from purchasing products with volume discount.
Click here to learn more about products with volume-based pricing.