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Our company sells a SaaS product to K-12 school districts. My leadership has been asking for us to use Products and Price Books, but I've been running into some issues with how to set up a subscription product. Basically there are multiple quantities that need to be considered. Salespeople generally sell year-long subscriptions, but often adjust the length of the contract to align with budget calendars. For example, in March 2019 they might write a 15-month contract so that the school district's contract runs from April 1, 2019 through June 30, 2020. Further, the subscription costs are based on the number of students in the district.

 

A normal contract might have something like this:

 

Software License - $0.50/student/year - 10,000 students - $5,000/year

 

Term: 1.25 years

 

Contract total: $6,125

 

Further complicating matters, there are bundles of licenses that can be purchased that have bundling discounts.

 

Typically the customer pays once up front for the contract (sometimes there are split payments) and "delivery" is just use of the software over that time period. I have tried to look at both quantity and revenue schedules but neither seems to really allow me to price out some fraction of a year where the salesperson could just input the number of students and the length of the contract and spit out the right pricing.

 

Am I missing something obvious?

 

We use Professional Edition with the Lightning Experience. We don't have CPQ, though we're investigating purchasing it or upgrading to Enterprise Edition (though we probably can't afford to do both right now).
2 risposte
  1. 12 ago 2019, 18:45
    I haven't found quoting out of the box to handle this problem very well to be honest. CPQ is made for this type of situation because it gives you advanced options, subscription considerations, asset creation, order creation, pro-ration, budling, etc.  You might be able to put some items together with automation to accomplish someon what you're trying to do, but Professional edition limits you capabilities there. My suggestion is to look into getting a CPQ dev box in your org, build out some of this, if it works on prof edition then that might be your priority over EE.
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