FAQ: Understanding QuoteX Ratecard and Discount Model Functionality

Published on April 28, 2026 QuoteX

This guide explains how QuoteX Rate Cards work with the different Discount Models, and how they determine the List Price, Sell Price, Discount %, and Adjusted Rate for a timeline and its resources.

Quick Reference: QuoteX supports different levels for applying pricing adjustments. The selected Discount Model determines which fields are available and which field drives the final pricing calculation.

Understanding the Discount Models

Q1. Which discount model should I use if I want the "Sell Price" to directly define the "Adjusted Rate" of my timeline?

A: Select the Timeline Level Only discount model.

With this configuration, the Sell Price sets the Adjusted Rate for the entire timeline. The Discount % and Adjusted Rate fields are not applicable at the resource level in this model.

Key Point: In the Timeline Level Only model, the Sell Price is the field that drives the timeline's Adjusted Rate.

Q2. Why can't I see or edit the "Discount %" field in my current timeline's resource rows?

A: If the Discount % field is unavailable, your organization is likely using the Timeline Level Only discount model.

According to QuoteX configuration rules, the Discount % field is applicable and editable on resource line items only when the system is configured for Resource Level Only or Both Levels.

Rate Card and List Price

Q3. Is the "List Price" affected by the discount model I choose?

A: No. The List Price functionality remains consistent across all discount levels.

Whether you are working at the Timeline Level, Resource Level, or Both Levels, QuoteX sets the timeline's List Price based on the applicable Rate Card values.

Remember: The Discount Model determines how pricing adjustments are applied; it does not change how the List Price is established from the Rate Card.

Adjusted Rate and Resource-Level Pricing

Q4. How do I ensure the "Adjusted Rate" is calculated based on individual resource settings?

A: Use either the Resource Level Only or Both Levels discount model.

In these models, resource-level pricing settings can drive the Adjusted Rate. In the Timeline Level Only model, the Adjusted Rate is instead derived from the Sell Price from the Rate Cards.

Important: If you need pricing adjustments to be controlled at the individual resource level, Timeline Level Only is not the applicable model.

Q5. Which models allow me to manage both "Discount %" and "Adjusted Rate" simultaneously?

A: Both fields are available when the timeline is configured for Resource Level Only or Both Levels.

In these modes, both Discount % and Adjusted Rate are active and can be used to update the timeline's pricing.

Timeline Level vs. Resource Level

Q6. What is the main difference between "Timeline Level Only" and "Resource Level Only" for pricing adjustments?

A: The primary difference is the field that drives the final price.

At a Glance:

Timeline Level Only → Sell Price drives Adjusted Rate.

Resource Level Only → Discount % and Adjusted Rate drive resource-level pricing.

Both Levels → Both timeline-level and resource-level pricing adjustments are available.

Quick Reference

Key Takeaway: The QuoteX Discount Model determines which pricing fields are active and what drives the final pricing calculation. List Price continues to come from the Rate Card, while the selected model determines whether Sell Price, Discount %, and Adjusted Rate are used at the timeline or resource level.

Knowledge Article Number: KA-00227