Add a header discount to a quote

task australia Updated Sep 10, 2026 1 min read add-header-discount-to-a-quote.md
Raw file servicenow.com

Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level.

Before you begin

Role required: Sales Agent [sn_sales_common.sales_agent]

Procedure

  1. In the Configurable Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Quotes > All.

  3. Select your quote.

  4. In the Line Items tab, select the More Actions menu [Omitted image "options-icon.png"] Alt text: at the header level.

  5. Select Apply bulk discount.

  6. In the Quote bulk discount dialog, choose either Override current line-level manual adjustments or Retain current adjustments and apply for all other line items, and enter the quote header discount percentage.

  7. Select Apply.

Parent Topic:Using Quote Management

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