Change Order Pricing

enhanced control over change order pricing now with product & revenue model filters managing price and discounts during subscription changes—renewals, mid term adjustments, co terms continues to be a challenge for revops teams historically, pricing settings for change orders were applied universally—making exceptions, exclusions, or nuanced logic impossible this could result in either outdated discounts being needlessly perpetuated or sales reps manually intervening in complex pricing scenarios this latest update brings even more flexibility, letting revops admins define exactly which products, revenue models, or subscription criteria these pricing settings apply to with the new filter enhancements targeted pricing control admins can specify which revenue models (recurring, usage, etc ), products, or subscription conditions get which settings policy compliance prevents blanket application of pricing logic, ensuring every subscription aligns with current business rules flexible workflows adapt your policies for specific products, start dates, product categories, or subscription types, meeting broader business or customer requirements default behavior of product filter ensures settings cover all products unless a filter is configured how does it work? a new section called change order pricing (within quotes & orders) allows admins to set powerful logic and add product filters to each setting default logic today when none of the above settings are configuref the default logic is such that the price tags & discount tags applied in the original term get carried over to the change term the carried over tags are applied to the latest list price core settings reuse net sales price from last term when enabled, the net sales price from the previous term rolls over into the change term if no filters are enabled this setting is applied to all subscriptions in case product filters are specified this is applied to only subscriptions containing applicable products recalculate price using current list price & custom logic custom logic options include price tags & discount tags from original term original discretionary discount when recalculate recalculate option is enabled, you may select which components of the previous pricing (current price tags, discount tags, or original discretionary discounts) to factor into recalculation atleast one of the custom logic options need to be included the system does not allow user to deselect both at the same time new product filters the above two settings now support filters—choose which revenue models, products, product categories, or subscription conditions each pricing rule applies to if a filter is applied, only products matching the conditions are affected advanced filters override simple ones in case, the product filters are mis configured such that a product has both the settings overlapping, then we resolve the conflict by letting reuse net sales price reuse net sales price take precedence over recalculate recalculate example for recalculate using custom logic recalculate using custom logic option let's say a product had a list price of $100 in the original subscription term at that time a pricing tag applied a 10% regional discount (reducing the list price to $90 ) a discretionary discount of $5 was added by the account executive (bringing the final price to $85 ) in the current term, the list price has increased to $110 here's what happens based on your selections if you select "apply pricing & discount tags" only the system reapplies the latest version of the 10% tag to $110 → final price = $99 if you select "apply original discretionary discounts" only the system subtracts the same $5 discount → final price = $105 if you select both options 10% off $110 = $99 → $5 discretionary discount = $94 if none of the selected pricing logic applies (e g tag is inactive or customer no longer qualifies), then fallback behavior applies → reuses net sales price of $85 from the previous term popular use cases different pricing logic by revenue model example recurring subscriptions use current price tags; usage products reuse net sales price pricing logic by product category apply stricter controls for premium products; allow flexibility on long tail items pricing logic by subscription start date set policies for recently signed customers differently than legacy ones example how filters change the renewal quote suppose vroom webinar (usage) and vroom whiteboard (recurring) are on the same subscription initial quote product name quantity list price net sales price uom discount system discount discount amount vroom webinar 0 $5 $4 50 minutes 10% 0 $0 50 vroom whiteboard 4 $9 90 $8 02 user/month 10% 10% renewal quote (with filters) product name quantity list price net sales price uom discount system discount discount amount vroom webinar 0 $5 $4 50 minutes 10% $0 50 vroom whiteboard 4 $9 90 $8 91 user/month 0 10% here, “reuse net sales price” is enabled only for usage products, while “recalculate using current list price” applies to recurring the usage based price and discretionary discount are carried forward, but only the system discount (not the original discretionary discount) stays with the recurring product—demonstrating precise, filter driven control in summary with product and revenue model filters for change order pricing, you can precisely decide which pricing logic applies to which products, subscriptions, or scenarios avoid the limitations of one size fits all change order handling enforce up to date, compliant pricing policies for every renewal and change order easily update and save configuration within an intuitive user interface