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Setting an expiration for a discount

G
Written by Gai Margules
Updated over a month ago

With Anchor’s Discount Expiration feature, you can set time-limited discounts that automatically expire on a specific date or after a set period from the agreement’s start. It’s perfect for offering introductory pricing or reduced rates during the initial term to encourage long-term commitments.

How to Set an Expiring Discount

  1. Add a Service to your proposal (make sure it holds a discount)

  2. Under the Advanced settings section, click on Expire discount after a set period

  3. Choose one of the two expiration options:

    • On a specific date - the discount will be valid until the calendar date you select (including).

    • After a period from the effective date - for example, “1 year after the agreement effective date.”

What happens when the discount expires?

  • The agreement will automatically update to reflect the full, non-discounted price.

  • An entry will be logged in the activity log of the agreement for full visibility and tracking.

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