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When discounts are negotiated per partner, the cleanest place to keep them is the CRM. Partner-based pricing reads a numeric discount property from each partner’s CRM record and applies it automatically, so an agreed discount flows into every quote that partner builds with nothing to maintain in Introw. Reach for this when each partner has their own contracted percentage.

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What you’ll achieve

A product whose discount is driven by a value on the partner’s CRM record. Each partner is priced by their own property value at quote time, so updating a partner’s negotiated rate in the CRM updates their pricing everywhere, with no per-product editing in Introw.

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Before you start

1

Create a numeric discount property on the partner

The discount must live in a numeric or currency property on the partner record in your CRM. Only numeric and currency properties can be selected, because the value is read as a percentage.
2

Populate the property for your partners

A partner only receives a discount once their property holds a value. A partner whose property is empty gets no discount, so fill it in for the partners who should be priced this way.

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Watch it

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Steps

1

Open the product

Go to CPQ, stay on the Products tab, and click the product you want to discount to open its detail panel. Scroll to the Discount section. Changes save automatically, so there is no separate Save button.
Open the product
2

Choose Partner Based

In the Discount switcher, select Partner Based. A product uses one discount type at a time, so this replaces any tier-based or custom pricing previously set. A Discount Property selector then appears.
Choose Partner Based
3

Pick the discount property

Choose the partner property that holds the discount:
  • Discount Property - the numeric or currency property on the partner record whose value is used as the discount percentage (the selector only lists eligible numeric and currency properties). Pick the property your team uses to store each partner’s negotiated rate. Its value is applied directly as the percentage off list price at quote time.
Pick the discount property
4

Confirm the rule is saved

The selection saves automatically. The Discount switcher stays on Partner Based with your chosen property, confirming the product now prices from each partner’s CRM value.
Confirm the rule is saved

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Verify it worked

Add the product to a quote as a partner whose discount property holds a value, and confirm the discount is applied to the line item. Try a partner with an empty value and confirm they receive no discount, which proves the price is being read from the property.

Set tier-based discounts

Price by partner tier instead.

Allow custom pricing

Let trusted partners set the price.

Implementation reference

Full pricing configuration options.