How to apply Shipping Tax and Shipping Discount?

Overview

Shipping Tax and Shipping Discount allow you to apply taxes or discounts specifically to the shipping cost in your proposal. Any applied shipping tax or discount is automatically included and reflected in the proposal total.

• Open the proposal where you want to apply shipping tax and discount. Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings.

• Under the Tax Preferences, check the Shipping tax option and enter the required value.
• Similarly, Locate the Discount Preferences section, check the Shipping Discount option and enter the required value.
• Click on the Save & Close button to store your settings.

• Once you've saved your changes, the Shipping Tax and Shipping Discount will be displayed in your Pricing Breakdown table.

Updated on: 07/30/2026