No-Code Pricing & Rule Controls
No-Code Pricing & Rule Controls
Point & Click to Build in Seconds. No-Code.
Point & Click to Build in Seconds. No-Code.
No-Code Pricing & Rule Controls
Point & Click to Build in Seconds. No-Code.
Pricing Rule Creation
Build pricing conditions in a no-code environment across any quote attribute to provide real-time discount feedback to your salesforce.
Use conditional shading and alerts to improve product discounting, limit product configurations, drive cross-sell opportunities and more.
Workflow Rule Creation
Configure workflow routing rules and quote approval chains using any permutation of quote attributes.
Know what approvals are required upfront and where your quote stands in the approval process. No more chasing for updates – no more lost time.
Programmatic Discount
Tired of manual sales enablement and pricing manuals that no one reads? Populate your programmatic discounts and promotions based on any deal attribute and bring your enablement to the front lines.
Build for today – plan for tomorrow.
Structure for Success
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
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
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 Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement 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
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
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 Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement 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
Create Quote/Vendo
1
Admin
Analytics / Reports
Channel Central
Workflow Central
My Quotes / Vendos
Dashboard
# 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
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
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
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
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
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
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 Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement 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
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
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 Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement 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
Create Quote/Vendo
1
Admin
Analytics / Reports
Channel Central
Workflow Central
My Quotes / Vendos
Dashboard
# 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
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
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
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
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
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
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 Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement 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
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
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 Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement 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
Create Quote/Vendo
1
Admin
Analytics / Reports
Channel Central
Workflow Central
My Quotes / Vendos
Dashboard
# 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
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
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
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
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!
© Copyright Vendori 2024
