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A Pricing Option block is the pricing table on a quote. It holds the products the rep has selected, the Phases of the deal, the Quote Lines with their prices and discounts, and the totals. Every quote has at least one — Veles adds an empty Pricing Option to every new quote. A quote can carry several Pricing Options, so the buyer can compare different configurations on one proposal instead of receiving separate quotes.

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What the block contains

How much of this the buyer sees is controlled by Display Options.

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Add a Pricing Option

1

Open the Add Content menu

On the quote, click Add Content in the toolbar.
2

Choose Pricing Option

Select Pricing Option. Veles adds a new option at the bottom of the quote.
3

Configure it

Click the option to open it in the Calculator. Select products, set up Phases, and apply discounts. See Quote for a walkthrough.
On a renewal or amendment quote that has a Contract block, Pricing Option works differently: the new option is cloned from the contract instead of starting empty.

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Rename an option

Open the option and edit the name at the top of the Calculator. Give options names the buyer will understand at a glance, such as “1-Year Standard” and “3-Year with Premium Support”, rather than the default “Option #2”.

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Multiple options for the buyer to compare

Add a Pricing Option for each configuration you want the buyer to weigh up. Common patterns:
  • Good / Better / Best packages
  • 1-year vs. 3-year commitment
  • A full-price option alongside a discounted option that carries Terms such as co-marketing
On the Web Portal, the buyer can click between the options and compare them. In generated documents, templates can print every option or just the primary one.

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The Primary option

One option on each quote is the Primary option — the one you expect to close. The Primary option is what syncs to your CRM and what document templates use for primary_option. When a quote has exactly one visible option, Veles makes it Primary automatically. To change it, use Make Primary Option from the block menu.
Two or three options is usually enough. More than that tends to slow the buyer down rather than help them decide.

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Manage the block

Hover over the block and click the grip icon on its left to open the block menu. Drag the same icon to move the block up or down the quote. Blocks can only be added, changed, moved, or removed while the quote is in the quoting stage. Once it becomes an Order, the blocks are read-only.

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Where it appears

  • Web Portal: each visible option renders as a pricing table with the totals and columns your Display Options allow, plus labels for any attached terms.
  • Documents: templates reach options through options, primary_option, or by looping over blocks with is_option. See Document Generation.

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What’s next

Quote Phases

Structure ramps and multi-year deals into Phases.

Quote Lines

How each line is priced, discounted, and carried to the Order.

Display Options

Choose how much pricing detail the buyer sees.

Terms Block

Attach pre-approved clauses to an option.