Line Item Discount for Perfex CRM

Unlock Granular Pricing Control in Your Sales Documents

Are you tired of the rigid, all-or-nothing discount system in Perfex CRM? Offering a discount on the entire invoice subtotal often lacks the precision needed to close deals or run targeted promotions. It can confuse clients and limit your sales flexibility.

The Line Item Discount for Perfex CRM module is the powerful tool you’ve been searching for. It seamlessly integrates with your existing CRM to unlock a crucial feature: the ability to apply specific discounts to individual line items. This gives you unparalleled control over pricing in your estimates, proposals, and invoices.

Stop compromising on your pricing strategy. This essential Perfex CRM enhancement allows you to create clearer, more professional, and highly effective sales documents that convert.

Key Features of the Line Item Discount Module

This module is built to feel like a native part of Perfex CRM, enhancing its core functionality without adding complexity. Here’s what makes it an indispensable tool for your business:

• Per-Item Discount Application: Move beyond a single global discount and apply unique price reductions to any product or service on your sales documents.
• Dual Discount Modes: Choose between a fixed amount (e.g., $50 off) or a percentage (e.g., 10% off) for each line item, giving you maximum flexibility.
• Seamless Sales Document Integration: The discount functionality is available across your entire sales workflow—from Proposals and Estimates to final Invoices.
• Automatic Total Recalculation: The module intelligently recalculates item totals, the subtotal, and the final grand total in real-time as you add discounts.
• Client-Facing Visibility: Discounts are clearly displayed on both the HTML and PDF versions of your documents, ensuring complete transparency and professionalism for your clients.
• Effortless Installation: Get up and running in minutes with Perfex CRM’s standard module installation process. No custom coding is required.
• Lightweight & Performance-Focused: Built with clean, efficient code to ensure it doesn’t slow down your CRM or interfere with other modules.

A Deeper Dive into Game-Changing Features

Let’s explore the three core functionalities that will fundamentally change how you create sales documents and negotiate with clients.

Dual Discount Modes: Percentage & Fixed Amount

One-size-fits-all pricing doesn’t work. This module gives you the agility to adapt your pricing on the fly. You can apply a specific dollar amount off a high-value service to sweeten a deal or use a percentage discount for a sitewide promotion on a product category.

This dual-mode system is perfect for complex proposals. You can offer a fixed ‘$100 launch discount’ on a setup fee while simultaneously applying a ‘15% recurring discount’ on a monthly maintenance plan, all within the same document. This level of control makes your offers more compelling and easier for clients to understand.

Seamless Integration Across All Sales Documents

Consistency is key to a professional sales process. The Line Item Discount module works flawlessly across Proposals, Estimates, and Invoices. When you convert a proposal with line item discounts into an estimate or invoice, those discounts carry over automatically.

This ensures a smooth, error-free workflow from initial negotiation to final payment. The feature is integrated directly into the item creation/editing interface, feeling like it was always a part of Perfex CRM. Your team won’t need retraining to use this powerful new capability.

Crystal-Clear Client Communication

Ambiguity kills deals. Showing a single, large discount at the bottom of an invoice can leave clients wondering how you arrived at that number. By displaying discounts on a per-item basis, you provide ultimate clarity and build trust.

Your clients can see exactly where their savings are coming from, whether it’s a loyalty discount on a specific service or a promotional price on a product. This transparency is reflected beautifully in both the web view and the final PDF document, reinforcing your professionalism and making your pricing justification clear and immediate.

Who Needs the Line Item Discount Module?

This module is a must-have for any business using Perfex CRM that needs more sophisticated pricing and discount capabilities. If you fall into one of these categories, you’ll see an immediate return on investment.

Digital Agencies & Marketing Firms

Easily create complex proposals that offer discounts on specific services to win new clients. For example, apply a 20% discount on ‘Initial SEO Audit’ while keeping your ‘Monthly Content Creation’ services at full price. This allows for strategic upselling and negotiation.

Freelancers & Consultants

Close deals faster by offering targeted incentives. Provide a ‘new client discount’ on your first project milestone or discount a specific deliverable to fit within a client’s budget, all without devaluing your entire service package.

Wholesale & B2B Suppliers

Manage product-specific promotions and volume discounts with ease. Apply a special discount to one product line in a large order to clear inventory or reward a loyal customer, without affecting the pricing of other items in the cart.

Service-Based Businesses

From IT support to construction, service businesses need to itemize costs. This module lets you discount a specific part, a block of labor hours, or a particular service package on an invoice, providing clear, easy-to-understand billing for your clients.

The Smart Choice: Why Download This Version?

We believe powerful software should be accessible to everyone. Our goal is to provide you with the tools you need to succeed, without the traditional barriers of high costs and restrictive licensing.

Unbeatable Value & Cost-Effectiveness

Purchasing directly from a marketplace often includes bundled support services that drive up the price. We offer the exact same, fully functional module at a significantly lower cost. This makes it an incredibly smart and affordable investment for businesses of any size.

The Freedom of the GPL License

This module is distributed under the GNU General Public License (GPL). This doesn’t just mean it’s open source; it means you have the freedom to use it on as many of your own Perfex CRM installations as you wish. You are not locked into a per-site license fee, empowering you to grow without limits.

Safe, Verified, and Original Code

Your CRM’s security is paramount. We guarantee that the file you download is the original, untouched code from the developer. It is 100% free from malware, ads, or any malicious modifications, ensuring the integrity and security of your business data.

Frequently Asked Questions

Is this module compatible with the latest version of Perfex CRM?

Yes. We ensure our modules are tested with the latest stable releases of Perfex CRM. We recommend keeping your CRM and modules updated to ensure the best performance and security.

Can I apply both a line item discount and a total discount on the same invoice?

Absolutely. The module is designed to work with Perfex CRM’s native functionality. You can apply specific discounts to individual items, and then apply an additional discount to the subtotal if needed. The calculations will adjust accordingly.

Will the discounts appear correctly on the client-facing PDF documents?

Yes. The module correctly modifies the invoice, estimate, and proposal templates so that any line item discounts are clearly visible to the client on the generated PDF files and the HTML preview.

How do I receive updates for the Line Item Discount module?

When you purchase from us, you get access to the current version. To receive future updates, you can re-download the module from your account whenever a new version is made available on our site. We regularly update our repository with the latest releases from the original developers.

Does this module affect my CRM’s performance or speed?

No. The module is built using clean, efficient coding standards. It is lightweight and designed to have a negligible impact on your Perfex CRM’s overall performance and page load times.

Is it safe to use this GPL version on my live Perfex CRM?

Yes, it is completely safe. We provide the original, unaltered files directly from the developer. The code is verified and contains no modifications, ensuring it’s as secure as purchasing from the source.

Can I use this module on multiple websites or Perfex installations?

Yes. Thanks to the GPL license, you have the freedom to install and use this module on as many of your own Perfex CRM installations as you need. This provides incredible value compared to single-site licenses.