What a Quote Line contains
Each Quote Line stores the full commercial detail for a single product within a Phase:| Field | Description |
|---|---|
| Product | The SKU from your price book. Determines which pricing plan and method are used. |
| Quantity | The number of units (or the driver value for driver-based products). |
| List Price | The starting price calculated from the product’s pricing plan and tier structure. |
| System Adjustment | Any automated price changes applied by Pricing Rules or Data Sheet lookups. |
| System Price | The price after automated adjustments, before any rep discount. |
| Discount | The rep’s discretionary discount (percentage or back-calculated from a target price). |
| Net Price | The final price after all adjustments and discounts. This is what the buyer sees. |
| Billing Frequency | How the line item is billed: monthly, quarterly, annual, or one-time. Constrained by the product’s Deal Component settings. |
| Phase association | The Phase this line belongs to. The line inherits its service start and end dates from the Phase. |
The pricing waterfall
Every Quote Line displays a transparent pricing waterfall that shows how the final price was reached. This is visible in the Calculator as columns on the line item table.Where each value comes from
List Price is calculated by the pricing engine based on the product’s pricing method (flat fee, volume, graduated, stair-step, or percentage of) and the quantity or driver value the rep entered. This calculation uses the tier structure defined on the product’s pricing plan. System Adjustment is the sum of all automated changes applied by the rules engine. Pricing Rules can increase or decrease the price based on deal conditions (customer segment, product combination, deal size). Data Sheet lookups can inject values like regional multipliers or ERP-specific uplifts. System Price is simply List Price adjusted by System Adjustment. This is the “machine-recommended” price before the rep makes any manual changes. Rep Discount is the discretionary discount the rep applies. This can be entered two ways: type a discount percentage directly into the field, or double-click the Net Price cell and enter a target price — Veles back-calculates the required discount percentage automatically. Rep discounting is subject to rep permissions on the product (discounting can be disabled) and Validation Rules that enforce discount thresholds. Net Price is the final output: System Price minus the discount. This is what appears on the proposal and what carries through to the Order at promotion.How lines relate to Phases
Quote Lines do not independently define their own service dates. They belong to a Phase and inherit its start and end dates. This ensures that every line item is explicitly bounded within a commitment interval before the quote is promoted. In a single-Phase deal, all lines belong to the one Phase and share the same service period. In a multi-Phase deal, the same product can appear in multiple Phases with different pricing or quantities in each. Example: A 2-year ramp deal might have the same Platform License product as a Quote Line in both Phase 1 (Year 1: 50 seats at 45). These are two separate Quote Lines, each inheriting the dates from their respective Phase.How lines relate to Products
When you add a product to a Pricing Option, the Quote Line pulls its configuration from the product’s pricing plan:- The pricing method (flat, volume, graduated, stair-step, percentage of) determines how the List Price is calculated.
- The tier structure determines the rate for the quantity entered.
- The unit of measure determines what the rep is entering (seats, API calls, GB) and how it’s labeled.
- Rep permissions determine what the rep can modify on this line: whether list price is editable, whether discounting is allowed, whether quantity can be changed, and whether the product name can be customized.
Discounting on a line
Reps have two methods for applying discounts to a Quote Line:Direct discount entry
Type a discount percentage into the discount field. Veles calculates the Net Price from the System Price and the percentage entered.Target pricing
Double-click the Net Price field and enter the final price you want to charge. Veles back-calculates the required discount percentage to reach that target. This is useful when a rep knows the price they need to hit but doesn’t want to work out the math manually.Discount constraints
Discounting is governed by multiple layers:- Product-level: If Disable Discounting is toggled on for the product, reps cannot apply any manual discounts. Only automated pricing rules apply.
- Rule-level: Validation Rules can enforce maximum discount thresholds (e.g., “no more than 20% on any line”). Data Sheet-driven thresholds can vary by customer segment or product category.
- Approval-level: Discounts that exceed defined thresholds trigger approval workflows. The quote cannot be published until the approver signs off.
Rule alerts on lines
The rules engine monitors every Quote Line in real time. When a line item violates a company policy, a rule alert appears directly on the line. Alerts can also appear at the Pricing Option level for deal-wide violations. Each alert includes:- What was triggered — the specific rule that was breached.
- Why — an explanation of the condition that caused the alert (e.g., “discount exceeds 20% threshold for Enterprise segment”).
- Who needs to approve — the user or role required to resolve the alert.
Quote Lines at promotion
When a quote is promoted to an Order, each Quote Line is transformed into an Order Line. This is not a simple copy. The system materializes the final commercial values into immutable execution fields:| Quote Line field | Becomes on Order Line |
|---|---|
| Net Price | Final net price (no longer recalculable) |
| Quantity | Final quantity |
| Discount | Final discount amount |
| Billing Frequency | Billing frequency |
| Phase association | Order Phase association |
Custom fields on Quote Lines
Like other Veles objects, the Quote Line can be extended with custom fields through the Object Explorer. Navigate to Pricebook > Object Explorer > Quote Line to view the built-in fields and add custom ones. Custom fields on Quote Lines are useful for carrying deal-specific metadata that doesn’t belong on the product itself — things like implementation priority, customer-specific configuration notes, or deal-specific cost basis overrides. Custom field values on Quote Lines propagate through to Order Lines and Contract Lines at promotion and activation.What’s next
Phases
Understand how Phases structure the commitment schedule that lines belong to.
Pricing Options
Build options with products, terms, and multiple line configurations.
Pricing Models
How the pricing engine calculates the List Price on each line.
Rules & Approvals
Configure the guardrails that validate and constrain Quote Lines.