Pricing rules
Apply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.
Approval conditions
Visible to: Deal Desk, Executive Approver, Sales Manager. Visibility does not establish approval authority.
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Choose the price book
Standard, enterprise, partner and promotion books can serve different commercial segments. An account’s assigned book takes precedence over the company default. Effective dates and approved revisions determine which definitions a new quote may use; historical quotes retain their resolved basis.
The company default must be unambiguous. Promotion books also need an explicit document-template choice or approved fallback, so selecting a price campaign does not leave the buyer’s quote without terms and layout. The system’s commercial scope is USD.
Active = truedue todayEffectiveEnd IS EMPTY or EffectiveEnd >= today
| Book Code | Name | Segment | Effective Start | Effective End |
|---|---|---|---|---|
| BC-385 | Book 621 | Standard | 10 Sep | 19 Sep |
| BC-137 | Book 736 | Enterprise | 08 Sep | 16 Sep |
| BC-232 | Book 774 | Partner | 11 Sep | 17 Sep |
| BC-671 | Book 275 | Promotion | 10 Sep | 16 Sep |
| BC-408 | Book 445 | Standard | 11 Sep | 19 Sep |
| BC-529 | Book 756 | Enterprise | 15 Sep | 20 Sep |
Resolve each configured line
A matching price-book entry supplies the product price for the applicable quantity band. The configured fallback can use the product base price when no override applies. Overlapping bands or missing required pricing data must be resolved rather than letting an arbitrary entry win.
Selected options contribute their frozen price deltas. The line’s selling unit and billing cadence establish what that price covers: a one-time quantity and a recurring quantity over a service term must be compared on consistent bases. The quote retains the resolved price, cost, floor and source revisions used in the calculation.
| Pricing control | What it protects |
|---|---|
| Effective book and volume band | The price applicable to this quote and quantity |
| Option and component pricing | The configuration the buyer is purchasing |
| Discount allocation | The accepted net amount of each billable line |
| Floor and cost review | The economics after all applicable concessions |
| Term and period basis | Consistent recurring totals, schedules and renewals |
YouStatusDraftSubmittedApprovedSent
Apply promotions to eligible products
Bundle discounts reward a qualifying combination of products. A rule identifies the required products and quantities, its effective revision, and whether the benefit is a percentage, fixed amount or fixed combination price. The recompute records the qualifying lines and their allocated benefit under the applicable stacking policy.
These automatic concessions retain their rule provenance. A rep cannot turn a discretionary discount into an approved promotion by changing its reason to Bundle. Recalculation updates the same generated result and removes it when eligibility ends, instead of stacking duplicate discount rows on every save.
A fixed bundle price applies to its qualifying combination, not indiscriminately to unrelated lines. Allocations and rounding reconcile back to the exact promotion amount.
YouStatusDraftSubmittedApprovedSent
Measure the full concession
Line discounts and discretionary header discounts both increase the concession measured against the comparable list basis. Approved automatic bundle benefits are separately identified according to the routing policy. Splitting a negotiated discount between header and lines cannot reduce the amount requiring review.
Header discounts are allocated to eligible lines before checking effective selling prices and floors. A line can therefore require executive floor review even when its original line-level discount looked acceptable. Included zero-price components retain their cost contribution without creating a divide-by-zero margin. Missing cost is shown as unknown and follows the required review policy.
StatusDraftSubmittedApprovedSentAcceptedDeclined
Carry value through the term
Recurring measures use the accepted net recurring amounts and their service periods. Monthly and annual recurring revenue use active service on the disclosed measurement date; future ramp segments enter when active. Total contract value includes the agreed term and one-time charges on the defined basis. Taxes remain separate from those net commercial measures.
The order, billing schedule and invoices retain the complete allocation of line, header and bundle discounts. Upfront billing of a term sale collects the agreed term value. Milestone shares use the net amount assigned to the milestone, with tax handled once at invoicing.
Sentnext 7 days
| Quote Number | Account | Owner | Contact | Grand Total |
|---|---|---|---|---|
| QTS-51583 | ACC-61966 | RP | CNT-2659 | 520 |
| QTS-16957 | ACC-21141 | WT | CNT-9954 | 150 |
| QTS-89997 | ACC-85002 | RJ | CNT-2491 | 50 |
| QTS-80771 | ACC-22618 | PV | CNT-2725 | 570 |
| QTS-86551 | ACC-23223 | UM | CNT-5897 | 910 |
| QTS-87606 | ACC-11458 | CS | CNT-9197 | 830 |
Keep tax evidence explicit
Configured tax calculation considers the applicable jurisdiction, effective rate and exemption evidence on the taxable net allocation. Coverage depends on the configured cases and connected accounting contract. If accounting owns tax, the quote identifies its provisional treatment and the finalized invoice tax and total must return before the invoice is sent or cash is applied.
Review before activation
Pricing Manager prepares dated book and promotion changes and uses Pricing Coverage to identify gaps, overlaps, missing floors and unknown costs. Approved master revisions preserve the decision and activation evidence. Sent and accepted quotes retain their original pricing packet; a material draft revision is repriced and reviewed before it can be sent.
Modules
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Configurator
Build sellable product combinations with guided options, required components and clear configuration checks.
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Pricing rules
Apply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.
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Quotes
Prepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.
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Approvals
Route concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.
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Contracts
Carry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.
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Orders
Release the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.
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Billing
Turn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.
Reports
All reportsBundle Attach Rate
For each bundle or promotion, eligible quote versions with that bundle attached divided by eligible evaluated quote versions; show denominator and exclude duplicate evaluations. Revenue and margin come from final allocated bundle-group value and all component costs; unknown-cost coverage remains visible.
Bookings by Period
Accepted, executed and verified commitments recognized under the selected booking policy, with written acceptance awaiting signature shown separately. Original/add amounts, signed replacement/cancellation ChangeAmount and renewals are distinct; reconcile ContractLines, accepted versions and order allocations without double-counting staged orders or replacement states. Report ARR as run rate, not cash or revenue recognition.
Roles and permissions
Prepares catalog, option, bundle and configuration-rule revisions, tests convergence and requests activation. Cannot silently change an active version already used by a quote.
Prepares reviewed price-book entries, quantity breaks, costs, floors and promotion rules. Account default-book changes select an already active compatible book; quote revisions retain their own approved prices.
Builds and submits their own Draft quote revisions, sends approved versions and records evidenced written acceptance for the ForReview path. Cannot write automatic bundle provenance, approval decisions, signature outcomes or accepted financial totals. An accepted version is changed only through a separately approved linked amendment.
Supervises team quotes and may edit a team Draft. A person who owned or materially edited the reviewed version cannot approve its discount, floor or terms decisions. Reassignment does not remove that exclusion. Proposes a named time-bounded delegate rather than transferring blanket authority.
Acts in the configured VP sales, CFO or CEO tier, with named-user resolution frozen at submission. Decides assigned upper-tier and floor steps, above-limit credit requests, and independent refund/return reviews. Does not edit quote prices or scope. May independently approve master/delegation changes outside their editor or beneficiary set.
Owns assigned non-standard terms decisions, contract execution checks, and order confirmation/release. Prepares template changes but cannot activate its own changes. Contract verification records the exact executed terms hash; a Signed flag alone is insufficient. Where Deal Desk materially edits quote terms, another eligible Deal Desk reviewer must decide the corresponding Terms step.
Related processes
Quote to cash
Connect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.
8 stages · 4 approvals
Configure and price
Build a complete product configuration and a traceable price before submitting the quote for review.
6 stages · 0 approvals
Discount approval
Review concessions and terms against the complete proposal, with clear authority, delegation and revision history.
6 stages · 1 approval