CPQ for B2B SaaS — seats, ramps and multi-year terms with approvals that match
Seats, add-ons, ramps and multi-year terms priced by the engine, with a four-rung ladder that starts where SaaS discounting actually starts.
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Why b2b software companies selling seats and add-ons discount differently
SaaS discounting is routine up to about 10% and a board-level question past 30%. This pack lets a rep give the first 10% alone, routes multi-year and ramp deals through the terms the engine already prices, and holds a 70% margin floor that notices when services are given away to close seats.
The ladder this pack starts you on
| Who signs | Discount | What happens |
|---|---|---|
| Self-serve | up to 10% | No signature — the rep finalizes it. |
| Sales Manager | above 10%, up to 20% | Signs, then hands it on if the discount climbs further. |
| Regional Director | above 20%, up to 30% | Signs, then hands it on if the discount climbs further. |
| Finance | above 30%, up to 40% | The last rung: past it nothing finalizes. |
- Margin floor 70% — a quote under it routes to Finance.
- A reason code on any line discounted more than 15%.
- Services is capped at 25% off.
A starting point, not a benchmark: it imports as a staged draft that prices nothing until someone in your workspace publishes it, and every number above is one field to change. The policy builder and the leakage audit will tell you where yours should sit.
What's in the catalogue
6 products in 3 categories, 2 menus to find them by, 1 example bundle and 2 example rules — the bundles and rules ship switched off.
| Category | Products |
|---|---|
| Subscriptions | Pro seat ($480.00 / year) Enterprise seat ($900.00 / year) |
| Add-ons | SSO & SCIM add-on ($2,400.00 / year) API tier ($3,600.00 / year) |
| Services | Guided onboarding ($3,000.00) Training session ($900.00) |
Fictional sample — every product, price and customer in this pack is invented. Edit or delete me.
A worked quote, priced by the engine
For Wingtip Logistics (fictional), on a 36-month term. These numbers were produced by the same pricing engine that prices a live quote, when this page was generated.
| Item | Qty | Unit | Discount | Net |
|---|---|---|---|---|
| Pro seat | 120 | $480.00 | 15% | $132,192.00 |
| SSO & SCIM add-on | 1 | $2,400.00 | 10% | $5,832.00 |
| Guided onboarding | 1 | $3,000.00 | — | $3,000.00 |
Subtotal $141,024.00, tax $11,634.48, total $152,658.48. Blended margin 83.3% against a 70% floor. At a 15% maximum discount this quote routes to Sales Manager.
It pairs with
NetSuite, QuickBooks — the back offices b2b software companies selling seats and add-ons most often run. An approved quote goes to each through a connector that is still in beta or preview — see where each stands — carrying who approved its price.
Pick someone else if…
- You bill usage (metered API calls, consumption) from a billing system that has to own the price — Glime prices seats and terms, not metered usage.
- You sell through a self-serve checkout and quotes are rare — a billing platform's checkout is the better home.
Other trades
Wholesale distribution · Light manufacturing · MSP & IT services · Professional services & agencies · All packs
See it in the sandbox
The product is the demo. Open a live, read-only workspace — no signup — or start a free 14-day trial.