quote•hapily

Sales teams need to sell prorated line items — for upgrades, mid-term add-ons, etc. The Net Price, MRR, ARR, and TCV should reflect the prorated amounts as well.

Automatically apply pricing based on complex models like volume-based pricing, tiered pricing, etc. Right now, we're thinking of this in similar terms to how Stripe models pricing.

Easily being able to select a specific template based on a rule you build

Wholesaler sells a product bundle that includes 150 products automatically included on the quote, sales reps are currently adding 150 products one by one. So having the products automatically laid on the quote when they select a bundle is very helpful. Each line item needs a price so their distributors can see the whole sale price so they know how much to price it at the retail level

using the rule engine, they would want to make sure only certain products can be removed from the bundle

Being able to segment deals based on the approver so the CFO can go in and make sure his sales managers are approving deals properly.

Create a bundle of products to be automatically added to a quote when the bundle header is added.

Automatically determine the correct sales tax for a sale (U.S.) and add it to the quote.