What it covers
Keep staff-only margin information separate from customer-facing quote output.
Revenue and contracts
Catalogue pricing
Govern bundles, recurring terms and dated company pricing.
How it works
Govern the terms behind repeatable pricing
Manage bundles, recurring terms and dated company pricing as part of the catalogue. Staff-only margin information stays separate from the customer-facing quote output.
In practice
Keep internal pricing context out of the proposal presented to a customer.
When to use it
Useful situations
- Apply a consistent bundle or package when quoting a repeatable offer.
- Set customer-specific pricing for a company where agreed terms require it.
- Keep internal margin context separate from the quote a customer sees.
A working path
How the work moves
Define the pricing rule
Set up a supported bundle, recurring term or dated company price with a clear scope and effective period. Confirm the intended customer or product coverage with the commercial owner.
Apply it to an offer
When building a quote, select the relevant pricing or bundle and check the resulting customer-facing lines. Verify dates, quantities, discounts and taxes before submitting the quote for review.
Audit the commercial result
Review the priced snapshot and approval history after changes. Use staff-only margin information for internal review; do not include it in customer-facing output unless the business explicitly intends to disclose it.
Illustrative scenario
Renewal rate window
A commercial manager records an agreed company price with its effective dates, then the account owner uses that term in a renewal quote and checks the saved snapshot before sharing.
Before you start
What to check
- Dated pricing only works as intended when effective dates, company association and quote timing are correct.
- Margin details are intended for staff context and are separate from customer-facing quote output; review access and documents before sharing.
Can pricing vary by company?
Supported dated company pricing can govern the terms used for that customer where configured.
Will customers see internal margins?
Staff-only margin information is kept separate from customer-facing quote output.
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