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: