Quote editor: adjustments, taxes and totals

Add discounts or markups as dollars or percentages, choose what the homeowner can see, apply taxes, and read every total line from subtotal to grand total.

Intermediate 7 minSales rep / estimator, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId] · Guide last checked 2026-10-03

0 of 5 ticked · remembered in this browser

Preconditions

A quote with items and one required tax configured.

Steps

1. Add an adjustmentDo: In "Price Adjustments" click "Add Adjustment Item". Choose Type Discount or Markup, give it a Name and a Dollar value ($) or Percentage (%).Expect: The row shows Name / Dollar value / Percentage / Visible / Action and the totals move.Actual:
2. Decide visibilityDo: Flip "Visible" off on an adjustment, and optionally edit the card's "Section Title" and its own Visible switch.Expect: Hidden adjustments still affect the total but do not print as a line.Actual:
3. Apply taxesDo: In the totals block, under "Applied taxes", add an optional tax from the list. Note any tax flagged "Required".Expect: Taxable subtotal excludes tax-exempt items; Tax total and Total update.Actual:
4. Read the totalsDo: Read top to bottom: Quote subtotal, Taxable subtotal, adjustments, Applied taxes, Tax total, Total, then Grand Total.Expect: Grand Total repeats Total in large type; it is what the homeowner is asked to sign for before optional upgrades.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Quote editor: options, sections and items

Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.

Proposals & quotesBeginner10 min

Authorization page: disclaimer, upgrades, selections and signers

Set up the page the homeowner signs: the disclaimer, optional upgrades they can add, product selections such as shingle colour, the quote profit margin, signers and footer notes.

Proposals & quotesIntermediate8 min

Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Settings & integrationsIntermediate5 min

Finished this lesson?