FAQ: QuoteX Ratecard Field Visibility and Editability
Published on April 28, 2026 QuoteX
Discount Field Visibility by Discount Model in QuoteX
QuoteX offers three discount models: Timeline Level Only, Resource Level Only, and Both Levels. The model configured for your timeline determines which discount fields you can see and edit. Use this guide to find out why a discount field is missing and which model to use.
| Fields covered in this article Discount %, Discount Rate, and Discount Amt %, and how each behaves under the three discount models. |
Reference screenshot: discount fields in QuoteX
Quick Reference: Field Availability by Model
| Discount Model | Discount % | Discount Rate | Discount Amt % |
| Timeline Level Only | Hidden, not editable | Visible and editable | Visible and editable |
| Resource Level Only | Visible and editable | Visible and editable | Disabled (hidden, not editable) |
| Both Levels | Visible and editable | Visible and editable | Visible and editable |
| Most flexible optionThe Both Levels model is the only configuration where Discount %, Discount Rate, and Discount Amt % are all visible and editable at the same time. |
| Can't see a discount field? Check which discount model your timeline is set to first. A missing Discount % or Discount Amt % field is usually caused by the configured model, not by a permissions or display issue. |
Frequently Asked Questions
| Q: Under which models can I view and edit the "Discount %" field? A: You can only view and edit the Discount % field when using the Resource Level Only or Both Levels models. This field is hidden and non-editable if your timeline is set to the Timeline Level Only model. |
| Q: Is the "Discount Rate" always available for modification? A: Yes. The Discount Rate field remains both visible and editable across all three discount models: Timeline Level Only, Resource Level Only, and Both Levels. |
| Q: Why is the "Discount Amt %" field missing from my timeline view? A: The Discount Amt % field is specifically disabled (not visible and not editable) when the Resource Level Only model is active. To access this field, the timeline must be configured for either Timeline Level Only or Both Levels. |
| Q: What fields are restricted when my organization uses the "Timeline Level Only" model? A: In the Timeline Level Only model, the Discount % field is restricted and will not be visible or editable on the resource line item row. However, you will still have full access to view and edit the Discount Rate and Discount Amt % fields on the header/overview tab. |
| Q: Which model provides the most flexibility for managing all discount-related fields? A: The Both Levels model provides the highest level of access, as it is the only configuration where Discount %, Discount Rate, and Discount Amt % are all simultaneously visible and editable. |
| Q: Are there any scenarios where the "Discount Rate" is hidden? A: No. According to the field properties, the Discount Rate is visible and editable in every supported QuoteX discount configuration. |
Knowledge Article Number: KA-00228