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 Tax Adviser
The documented model covers termed and evergreen subscriptions, flat, quantity, volume and tiered charge models, usage-based billing, auto-renewal with configurable notice periods, CPQ quotes that convert into an activated subscription in one step, and multi-entity, multi-currency handling, with every amendment recorded as a new subscription version that can be reverted. We found no public information on seat-based metering through the API, prepaid credits or grandfathered price rollouts, which is what the top level would require. 1 4 5 3