Pricing Rules
Configure automatic discounts and pricing logic
Total Rules
5
Active
4
Volume Discounts
2
Bundles
1
All Pricing Rules
Rules are evaluated in priority order. Higher priority rules are applied first.
| Rule Name | Type | Conditions | Effect | Active | ||
|---|---|---|---|---|---|---|
| 1 | Volume Discount - 50+ Seats | Volume Discount | Quantity >= 50 seats on Platform license | 10% automatic discount | ||
| 2 | Volume Discount - 100+ Seats | Volume Discount | Quantity >= 100 seats on Platform license | 15% automatic discount | ||
| 3 | Annual Commitment Discount | Commitment | Term >= 24 months | 5% additional discount | ||
| 4 | Full Suite Bundle | Bundle | Platform + Analytics + E-Signature purchased together | 10% bundle discount on add-ons | ||
| 5 | Q2 Promotional Pricing | Promotional | Quote created between Apr 1 - Jun 30, 2026 | First 3 months free on annual contracts |
How Pricing Rules Work
Pricing rules are automatically applied to quotes when conditions are met. Rules are evaluated in priority order (1 = highest priority).
VolumeApplied based on quantity thresholds
BundleApplied when products are purchased together
CommitmentApplied based on contract term length
PromotionalTime-limited special offers
Tips for Pricing Rules
- 1.Use volume discounts to incentivize larger deals
- 2.Create bundles to increase product adoption
- 3.Offer commitment discounts for longer terms to improve retention
- 4.Use promotional rules sparingly for end-of-quarter pushes
- 5.Set approval thresholds to control discount stacking