Manual positions and discounts
🟩 Workshop 8: Refining the offer
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Refine offers with manual items and discounts
Not every customer quote can be put together completely from products and components. Especially when it comes to the final round of quotation creation, individual requests often come to the table - additional services, special discounts or costs that are not stored in the catalog as standard. In Leadtime, such cases can be easily mapped using manual items and discounts.
Add manual items
If, for example, additional costs such as printing costs for business cards are incurred, these can be added to the quote as a separate item:
- Navigate to the Overview section in the Configuration tab.
- Scroll down to the Manual items section.
- Click on + Add item.
- Give the item a name (e.g. "Printing costs business cards").
- Select a category - new categories such as "Printing costs" can be created directly in the dropdown.
- Add a description that will be displayed to the customer in the quote (e.g. "Printing costs for business cards as discussed with customer")
- Set a flat rate price (e.g. €250 incl. service surcharge).
- Click on Save.
👉 The manual item is now listed like a regular product in the offer overview - including category and unit price.
💸 Grant discounts
If, for example, a customer feels that the ongoing support costs are too high, discounts can be set up in various ways:
- Open the respective product to be discounted.
- Click on + discount.
- Choose between fixed amount or percentage value:
- Fixed amount: Enter €100, for example, and this amount will be deducted.
- Percentagevalue: Enter e.g. 10% - Leadtime automatically calculates the discount based on the product price.
- Save.
💡 Discounts can be applied individually to products, to the total amount or to manual items.
📄 Save offer version
The final configuration with manual items and discounts should be saved as a new version of the project:
- Click on Create version in the Configuration tab.
- Assign a title (e.g. "Final offer version").
- Document changes.
- Save.
A new quotation document can then be created in the Documents tab - based on exactly this version:
- Click on + Create Document.
- Select the type "Offer".
- Set the status to "Waiting for approval".
- Add title and contact person.
- Save & download.
With manual items and discounts, each quote can be customized individually and flexibly - without losing the overview. This creates trust with the customer and increases the chance of reaching an agreement.