> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Apply each partner's negotiated discount from your CRM

> Price a product from a numeric CRM property on the partner so negotiated discounts flow into every quote.

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.

## 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.

## Before you start

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/steps/01.png?v=1783351210" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/video.webm?v=1783351210#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/walkthrough.html?v=1783351210" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open the product">
    Go to [CPQ](https://app.introw.io/products), 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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/steps/02.png?v=1783351210" alt="Open the product" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/steps/04.png?v=1783351210" alt="Choose Partner Based" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/steps/05.png?v=1783351210" alt="Pick the discount property" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/cpq/discounts/guides/set-a-partner-based-discount/steps/06.png?v=1783351210" alt="Confirm the rule is saved" />
    </Frame>
  </Step>
</Steps>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Set tier-based discounts" icon="layer-group" href="./set-tier-based-discounts">
    Price by partner tier instead.
  </Card>

  <Card title="Allow custom pricing" icon="dollar-sign" href="./allow-custom-pricing">
    Let trusted partners set the price.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full pricing configuration options.
  </Card>
</CardGroup>
