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Quoting Experience
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Subscription Management
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Configure Quote
One Time Set-up Fee
Net New
1
02/02/2024
02/01/2025
$1,000
10%
55.56%
$900
SaaS Product
Net New
10
02/02/2024
02/01/2025
$20,000
20%
80%
$4,000
Product
Type
Quantity
Start Date
End Date
List Price
Discount
Net Price %
Gross Margin %
Submit
Submit
Approval Needed
Pricing Rule Violated
"Discount greater than 20%"
Auto Approved
Lindsey
CFO
Simon
Sales Manager
Gross Margin
Discount
Pricing Optimization / Rules
Tired of giving away margin from internal negotiations? Our no-code rules engine allows you to upload all of your discount rules and commercial policies in minutes. Give your salesforce the tools they need to win.
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!
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