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Sales-led motion is built for enterprise deals with custom pricing, multi-year contracts, and invoice-based payments. This flow involves sales reps, deal desks, and finance teams.

Sales-Led Billing Flow


Key Characteristics

AspectSales-Led Approach
Deal size10K10K - 1M+ ARR
Sales involvementAE, SE, Deal Desk
PaymentInvoice, ACH, wire transfer
PricingCustom, negotiated
ContractAnnual or multi-year
ApprovalLegal, procurement, finance

1

Create enterprise plan templates

Navigate to PlansCreate Plan
  • Create “Enterprise” plan as a starting template
  • Include common enterprise products/add-ons
  • Set default pricing (will be customized per deal)
2

Configure quote workflow

Navigate to QuotesSettings
  • Set approval thresholds (e.g., discounts > 20% need VP approval)
  • Configure quote expiration (30-60 days typical)
  • Enable e-signature integration
3

Build custom quotes

Navigate to QuotesCreate Quote
  • Select customer and plan template
  • Customize products, quantities, pricing
  • Add multi-year terms with price escalators
  • Include one-time implementation fees
  • Apply volume discounts
4

Configure invoice-based billing

Navigate to SettingsBilling
  • Set payment terms (Net 30, Net 45, Net 60)
  • Enable invoice delivery via email
  • Configure ACH and wire payment instructions
5

Set up contract management

  • Track contract start/end dates
  • Configure renewal reminders (90, 60, 30 days out)
  • Set up auto-renewal or manual renewal workflows

Enterprise Pricing Structures

Volume Discounts

SeatsPer-Seat PriceDiscount
1-50$100/seat/month
51-200$85/seat/month15%
201-500$75/seat/month25%
500+CustomNegotiated

Multi-Year Contracts

TermDiscountPayment
1 yearAnnual upfront or quarterly
2 years10%Annual upfront
3 years15%Annual upfront

Price Escalators (Ramps)

For multi-year deals, build in annual price increases:
YearPriceNotes
Year 1$100KBase price
Year 2$105K5% increase
Year 3$110K5% increase

Quote Components

ComponentDescription
Base subscriptionCore platform fee or per-seat pricing
Add-onsAdditional modules or features
Usage commitmentsMinimum usage with overage pricing
ImplementationOne-time setup and onboarding fees
Support tierStandard, Premium, or Enterprise support
Payment termsNet 30, Net 45, or custom

Approval Workflows

Configure approvals based on deal characteristics:
ConditionApprover
Discount > 10%Sales Manager
Discount > 20%VP Sales
Contract > $100KFinance
Non-standard termsLegal
Multi-year dealCFO

Key Features to Configure


API Reference


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