Ready-Made Templates & Easily Configurable Blocks
Choose from any of our amazing proposal templates to get started or create your own!
Annual Agreement with Professional Services
- For sales agreements with annual subscription products and one-time service fees
- FEATURES
- Annual SKU
- One-Time Fee SKU
Active User Subscription with True Up
- For sales agreements with monthly active user subscriptions with active user overage fees
- FEATURES
- Monthly SKU
- Metered Usage SKU
Annual Agreement with Entitlements
- Sales agreements for products with entitlements
- FEATURES
- Entitlements
- Annual SKU
-
- For sales agreements with multiple products sold as add-ons or modules
- FEATURES
- Annual SKU
- Monthly SKU
- One-Time Fee SKU
-
- Multi-Year sales agreement where pricing and quantity sold can be adjusted on a per annual basis
- FEATURES
- Schedule SKU
Annual Pricing with Pilot Period
- For sales agreements which include a shorter pilot, proof-of-concept, or trial period
- FEATURES
- Schedule SKU
-
- For sales agreements where products are priced based on customer usage
- FEATURES
- Pre-Paid Usage SKU
- Metered Usage SKU
-
- For sales agreements where more products or services are added to the existing agreement
- FEATURES
- Expansion Term
Annual Agreement with Professional Services
This template gets you started with creating sales order forms for products sold as an annual subscription and a one time professional service offering.
Features
Annual SKU. For products with a Annual List Price.
One-Time Fee SKU. For products sold as a one-time cost.
Active User Subscription with True Up
With this template you can quickly start creating agreements for products priced monthly per active user with an overage charge for each additional monthly user. This agreement is best fit for companies with products sold on a per seat, license, or user basis.
Features
Monthly SKU. For products with a Monthly List Price.
Metered Usage SKU. For usage products with a metered rate price.
Annual Agreement with Entitlements
This template uses RevOp's Entitlement feature and allows you to easily customize the features and services available while creating your order form. With this template, SaaS companies can improve and automate entitlement management for each customer.
Features
Entitlements. Entitlements allows you to select the features of the product available.
Annual SKU. For products with a Annual List Price.
Features-Based Pricing
This template is best fit for companies that offer multiple products priced individually. With this template, sales order forms could be created for selling multiple products of similar or different pricing models.
Features
Annual SKU. For products with a Annual List Price.
Monthly SKU. For products with a Monthly List Price.
One-Time Fee SKU. For products sold as a one time cost.
Multi-Year Agreement
The multi-year agreement template offers flexibility in adjusting pricing and quantity when over multiple time periods for longer commitments. This type of template is best fit for businesses that typically sell multi-year orders and may ramp the price and quantity of their product or add a implementation or proof of concept period.
Features
Schedule SKU. For products where price and quantity maybe adjusted throughout different periods of the agreement.
Annual Pricing with Pilot Period
This template helps businesses that typically include a pilot period when selling their product. With this template, Sales Reps have the flexibility to adjust to the length and price of the pilot period separately from the annual subscription.
Features
Schedule SKU. For products where price and quantity maybe adjusted throughout different periods of the agreement.
Usage Based Pricing
Try this template when selling Usage based products. With this template, you can outline the contractual pre-paid Usage amount while specifying the metered rate for overage usage.
Features
Pre-Paid Usage SKU. For usage products where price depends tiers of committed usage.
Metered Usage SKU. For usage products with a metered rate price.
Co-term Expansion
Try this template when your customer requests more products or services be added to their existing contract. With this template, you can outline the additional products your buyer wants while maintaining their existing contract terms.
Features
Expansion Term. For allowing addition of products and/or services while maintaining existing terms.