Plans, pricing models & subscription lifecycle
How this is scored
How the product models what is sold and to whom: plans, add-ons and price points, trials, upgrades and downgrades with proration, usage-based and seat-based pricing, contract terms and renewals, quotes, and a self-service portal where the customer changes or cancels their own subscription.
0 — No subscription model; recurring charges are set up by hand per customer or per invoice.
3 — A recurring invoice or a fixed plan that repeats on a schedule, but no proration, no trials, no add-ons and no usage component.
5 — Plans with add-ons and trials, upgrades and downgrades with proration, renewals and cancellations handled by the system, and a customer portal for viewing and changing the subscription.
8 — Usage-based, tiered, volume and seat-based pricing with metering through an API, contracts with minimum terms, ramps and notice periods, quotes that convert into subscriptions, multiple currencies and price books, and the subscription history kept per customer.
10 — The commercial model lives in the product: hybrid pricing (commitments, prepaid credits, overage) without custom code, price changes rolled out to existing customers with grandfathering, entitlements exposed to the selling application, and every change to a subscription versioned and attributed.
The Service-Business Owner
This is the breadth my two hundred contracts need: tiered, usage-based, flat-fee and hybrid plans with prepaid credits in a price book, proration configurable per business metric with overrides in both the interface and the API, scheduled future subscription changes applied automatically, contract terms and thirty-level account hierarchies on the enterprise plan, and an open-source self-service portal where customers change plans, add-ons, addresses and card details themselves. CPQ quotes with approval workflows and multi-year ramp contracts close the enterprise loop. I found no public information on grandfathering existing customers through price changes or on versioned subscription histories, which is what the very top level describes. 1 2 5 6 13