The No-Code Platform for B2B Technology Sales and
The No-Code Platform for B2B Technology Sales and
The No-Code Platform for B2B Technology Sales and
Deal Structuring
Price Optimization
Subscription Management
Deal Structuring
Deal Structuring
Price Optimization
Subscriptions
Deal Structuring
Deal Structuring
Price Optimization
Subscription Management
Deal Structuring
Value-added CPQ solutions that put Control and Velocity into your sales process
Value-added CPQ solutions that put Control and Velocity into your sales process
Value-added CPQ solutions that put Control and Velocity into your sales process
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One-Time Setup Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One-Time
Setup Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Q-30
Auto-Approved
ID
Status
Start Date (Earliest)
6/30/2024
End Date (Latest)
6/29/2025
Total Subscription Qty
10
Total List Price
$30,000
Discount
-$3,000
Total Net Cost
$27,000
Yearly Per Unit
$2,700
Monthly Per Unit
$225
SaaS Product 2 (9)
Per Seat / Per Calendar Year
SaaS Product 1 (1)
Per API Call / Per Calendar Month
$27,000
(USD)
Quote 2
If a quote being created contains a line item with one of the following product(s):
One-Time Setup Fee
SaaS Product 1
AND
The same line item has:
A Discretionary Discount greater than:
20%
THEN
YELLOW
Shade the line item:
AND
Send to following groups for
approval:
Deal Desk
RevOps
Get Your Business Running At The Pace of Sales
From startup to enterprise, Vendori manages your subscriptions, products, pricing, and quoting so you can focus on getting better deals out the door
Pricing Made Easy
with Vendori
Melisa Rose
Sales Representative
Realtime Rule Engine
Realtime Feedback
Configure Quote
Product
One-Time Setup Fee
SaaS Product
Type
Net New
Net New
Quantity
1
10
Start Date
02/02/2024
02/02/2024
End Date
- -
02/01/2025
List Price
$1,000
$20,000
Discount
10%
0%
Net Price
$900
$20,000
Gross Margin %
55.56%
94%
Submit
Auto Approved
Pricing Rule Violated:
Discount greater than 20%
Approval Needed
Lindsey
CFO
Simon
Sales Manager
Save/Submit
Deal Desk
Approved Internally
Sent to Customer
Quote Accepted
Save/Submit
Deal Desk
Approved Internally
Sent to Customer
Quote Accepted
Closed Won
Integrate Vendori into your existing technology stack to enrich your forecasts, optimize operations, and bring critical pricing and deal information to your staff, wherever they are.
Auto-renew Date
2/01/2027
Subscription Start Date
2/02/2024
Quantity
11
Billing Frequency
Annually
Auto-renew Date
2/01/2027
Subscription Start Date
2/02/2024
Quantity
11
Net Price (ARR)
$5,333.33
Gross Margin (%)
82.45%
Net Price (TCV)
$16,900.00
Net Price (MRR)
$444.44
Net Price (ARR)
$5,333.33
Gross Margin (%)
82.45%
Net Price (TCV)
$16,900.00
Pricing Made Easy
with Vendori
Pricing Made Easy
with Vendori
Realtime
Pricing Rules
& Feedback
Realtime Pricing Rules
& Feedback
Realtime
Pricing Rules
& Feedback
Notifications
& Approvals
Notifications & Approvals
Quote Sent
to Customer
Dynamic Customer Quotes
Dynamic Customer Quotes
Quote Sent
to Customer
Closed Won
Closed Won
Auto-renew Date
2/01/2027
Auto-renew Date
2/01/2027
Auto-renew Date
2/01/2027
Subscription Start Date
2/02/2024
Subscription Start Date
2/02/2024
Subscription Start Date
2/02/2024
Quanitty
11
Quantity
11
Quantity
11
Auto-renew Date
2/01/2027
Billing Frequency
Annually
Billing Frequency
Annually
Auto-renew Date
2/01/2027
Auto-renew Date
2/01/2027
Subscription Start Date
2/02/2024
Subscription Start Date
2/02/2024
Subscription Start Date
2/02/2024
Quanitty
11
Quantity
11
Quantity
11
Net Price (ARR)
$5,333.33
Net Price (ARR)
$5,333.33
Net Price (ARR)
$5,333.33
Gross Margin (%)
82.45%
Gross Margin (%)
82.45%
Gross Margin (%)
82.45%
Net Price (TCV)
$16,900.00
Net Price (TCV)
$16,900.00
Net Price (TCV)
$16,900.00
Net Price (MRR)
$444.44
Net Price (MRR)
$444.44
Net Price (MRR)
$444.44
Net Price (ARR)
$5,333.33
Net Price (ARR)
$5,333.33
Net Price (ARR)
$5,333.33
Gross Margin (%)
82.45%
Gross Margin (%)
82.45%
Gross Margin (%)
82.45%
Net Price (TCV)
$16,900.00
Net Price (TCV)
$16,900.00
Net Price (TCV)
$16,900.00
Integrate Vendori into your existing technology stack to enrich your forecasts, optimize operations, and bring critical pricing and deal information to your staff, wherever they are.
Integrate Vendori into your existing technology stack to enrich your forecasts, optimize operations, and bring critical pricing and deal information to your staff, wherever they are.
Integrate Vendori into your existing technology stack to enrich your forecasts, optimize operations, and bring critical pricing and deal information to your staff, wherever they are.
Why Top Technology Firms Are Turning to Vendori
Why Top Technology Firms
Are Turning to Vendori
Maximize deal values
Stop negotiating your pricing internally. Build custom pricing rules across any quote attribute and give your salesforce real-time feedback with our entirely no-code platform.
No more lost business
Transact any type of product across any distribution method and any billing terms – OnPremise, Subscription, or Consumption. Remove “we can’t” from your sales process.
Leverage your channel
Seamlessly integrate your entire channel quoting process with our secure Channel Manager. Get all your resellers collaborating on a unified platform that you control.
Get more deals out, faster
No-code, customizable workflows and automated approvals keep your focus on the deals that matter without slowing you down.
Keep your finger on the pulse
Keep your finger on the pulse Build personalized notifications and alerts to keep stay up to speed on any major quote developments from internal approval to customer acceptance.
Plan for Growth
Structure for success – build your business on a flexible platform that can handle future changes to your pricing model, product line, or organizational structure.
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One Time Set-up Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One-Time Setup Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One-Time
Setup Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
If a quote being created contains a line item with one of the following product(s):
One-Time Setup Fee
SaaS Product 1
AND
The same line item has:
A Discretionary Discount greater than:
20%
THEN
YELLOW
Shade the line item:
AND
Send to following groups for
approval:
Deal Desk
RevOps
SaaS Pricing Model
User
Quote 1
SaaS Product 1 (1)
Per Company / Per Calendar Month
SaaS Product 2 (1)
Per Seat / Per Calendar Year
Q-28
Auto-Approved
ID
Status
Start Date (Earliest)
01/18/2024
End Date (Latest)
06/30/2024
Total Subscription Qty
2
Total List Price
$1,250
Discounts
-$2,5000
Total Net Cost
$22,500
Yearly Per Unit
$1,250
Monthly Per Unit
$250
$22,500
(USD)
Quote 2
SaaS Product 1 (1)
Per API Call / Per Calendar Month
SaaS Product 2 (9)
Per Seat / Per Calendar Year
Q-30
Auto-Approved
ID
Status
Start Date (Earliest)
6/30/2024
End Date (Latest)
6/29/2025
Total Subscription Qty
10
Total List Price
$30,000
Discounts
-$3,000
Total Net Cost
$27,000
Yearly Per Unit
$2,700
Monthly Per Unit
$225
$27,000
(USD)
Workflow Central
Channel Central
Admin
My Quotes / Vendos
Analytics / Reports
Dashboard
1
Create Quote/Vendo
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
# of Quotes
Close Rate Analytics
% of Quotes eSigned
Quote Sent Electronically
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Deal Type (Channel) Analytics
% of Total Quotes
Direct Quotes
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Discount Analytics
Average Discount Request
# of Quotes
30
30%
20
20%
10
10%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Product Analytics
Last Week
$22,000
Product 1
$10,000
Product 2
$5,000
Product 3
$3,500
Product 4
$2,000
Product 5
$1,500
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One Time Set-up Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One-Time Setup Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One-Time
Setup Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
If a quote being created contains a line item with one of the following product(s):
One-Time Setup Fee
SaaS Product 1
AND
The same line item has:
A Discretionary Discount greater than:
20%
THEN
YELLOW
Shade the line item:
AND
Send to following groups for
approval:
Deal Desk
RevOps
SaaS Pricing Model
User
Quote 1
SaaS Product 1 (1)
Per Company / Per Calendar Month
SaaS Product 2 (1)
Per Seat / Per Calendar Year
Q-28
Auto-Approved
ID
Status
Start Date (Earliest)
01/18/2024
End Date (Latest)
06/30/2024
Total Subscription Qty
2
Total List Price
$1,250
Discounts
-$2,5000
Total Net Cost
$22,500
Yearly Per Unit
$1,250
Monthly Per Unit
$250
$22,500
(USD)
Quote 2
SaaS Product 1 (1)
Per API Call / Per Calendar Month
SaaS Product 2 (9)
Per Seat / Per Calendar Year
Q-30
Auto-Approved
ID
Status
Start Date (Earliest)
6/30/2024
End Date (Latest)
6/29/2025
Total Subscription Qty
10
Total List Price
$30,000
Discounts
-$3,000
Total Net Cost
$27,000
Yearly Per Unit
$2,700
Monthly Per Unit
$225
$27,000
(USD)
Workflow Central
Channel Central
Admin
My Quotes / Vendos
Analytics / Reports
Dashboard
1
Create Quote/Vendo
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
# of Quotes
Close Rate Analytics
% of Quotes eSigned
Quote Sent Electronically
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Deal Type (Channel) Analytics
% of Total Quotes
Direct Quotes
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Discount Analytics
Average Discount Request
# of Quotes
30
30%
20
20%
10
10%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Product Analytics
Last Week
$22,000
Product 1
$10,000
Product 2
$5,000
Product 3
$3,500
Product 4
$2,000
Product 5
$1,500
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One Time Set-up Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Net Price
One-Time Setup Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
20.00%
$16,000.00
Total
11
$16,900.00
Tax
$0
Grand Total
$16,900.00
Schedule
One-Time
Setup Fee
SaaS Product
Total
Grand Total
$900
$16,00.00
$16,900.00
02/01/2024
$900
$5,333.33
$6233.33
02/01/2025
$5,333.33
$5,333.33
02/01/2026
$5333.34
$5333.34
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
$8,000
$6,000
$4,000
$2,000
$0
Year 1
Year 2
Year 3
One Time Set-up Fee
SaaS Product
Per Unit Cost, Net Price
$2,000
$1,500
$1,000
$500
$0
One Time Set-up Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
If a quote being created contains a line item with one of the following product(s):
One-Time Setup Fee
SaaS Product 1
AND
The same line item has:
A Discretionary Discount greater than:
20%
THEN
YELLOW
Shade the line item:
AND
Send to following groups for
approval:
Deal Desk
RevOps
SaaS Pricing Model
User
Quote 1
SaaS Product 1 (1)
Per Company / Per Calendar Month
SaaS Product 2 (1)
Per Seat / Per Calendar Year
Q-28
Auto-Approved
ID
Status
Start Date (Earliest)
01/18/2024
End Date (Latest)
06/30/2024
Total Subscription Qty
2
Total List Price
$1,250
Discounts
-$2,5000
Total Net Cost
$22,500
Yearly Per Unit
$1,250
Monthly Per Unit
$250
$22,500
(USD)
Quote 2
SaaS Product 1 (1)
Per API Call / Per Calendar Month
SaaS Product 2 (9)
Per Seat / Per Calendar Year
Q-30
Auto-Approved
ID
Status
Start Date (Earliest)
6/30/2024
End Date (Latest)
6/29/2025
Total Subscription Qty
10
Total List Price
$30,000
Discounts
-$3,000
Total Net Cost
$27,000
Yearly Per Unit
$2,700
Monthly Per Unit
$225
$27,000
(USD)
Workflow Central
Channel Central
Admin
My Quotes / Vendos
Analytics / Reports
Dashboard
1
Create Quote/Vendo
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
# of Quotes
Close Rate Analytics
% of Quotes eSigned
Quote Sent Electronically
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Deal Type (Channel) Analytics
% of Total Quotes
Direct Quotes
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Discount Analytics
Average Discount Request
# of Quotes
30
30%
20
20%
10
10%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Product Analytics
Last Week
$22,000
Product 1
$10,000
Product 2
$5,000
Product 3
$3,500
Product 4
$2,000
Product 5
$1,500
Get Started Today
Put Control and Velocity
into your sales process
Schedule a call with one of our team members today!
Get Started Today
Put Control and Velocity into your
sales process
Schedule a call with one of our team members today!
Get Started Today
Put Control and Velocity
into your sales process
Schedule a call with one of our team members today!
