Tiered Pricing, Discount Control, and E-Signature in One Flow

Why SaaS and Services Quoting Gets Complicated

B2B SaaS and professional services companies rarely sell one flat price. There is usually a base tier, add-ons, implementation or onboarding fees, and a negotiated discount depending on contract length or deal size. Managing all of that in a spreadsheet, then getting a contract signed through a separate e-signature tool, then tracking the whole thing in yet another system, creates friction at exactly the point where a deal is supposed to be moving fastest: the close.

Tiered Pricing Inside the Quote Builder

TackQuote's quote builder lets reps assemble a quote from line items representing each tier, module, or service package, then apply percent or fixed discounts on top. Quote templates make it fast to start from a standard package configuration and adjust for the specific deal, rather than rebuilding pricing logic from scratch every time. Tax is calculated automatically, either manually configured or through an Avalara or TaxJar connection, and multi-currency support handles international customers without a manual conversion step.

Discount Governance That Actually Holds

The harder problem for most SaaS and services organizations is not building the quote, it is controlling what discount actually goes out the door. TackQuote's multi-tier discount approval workflows route a quote for approval automatically once a discount crosses a threshold tied to role or deal size. A rep can still negotiate with a prospect in real time, but anything past the approved range gets routed to a sales manager or finance before it goes out, rather than being decided unilaterally in the moment. Every approval step, and every change to the quote, is written to the quote's event history, so there is a full record of who approved what and when.

From Negotiation to Signature Without Switching Tools

Once pricing is agreed, the deal typically still has to move through a separate e-signature tool, which means exporting the quote, re-entering terms into a contract template, and hoping nothing drifts between the two documents. TackQuote's buyer portal keeps this in one flow: the buyer receives a secure link (no login required), reviews the final line items, and signs using a canvas signature, DocuSign, or Dropbox Sign, directly against the quote they negotiated. There is no re-typing of terms into a separate contract system and no gap between what was priced and what was signed.

Real-Time Visibility for the Whole Deal Team

SaaS and services deals often involve more than one internal stakeholder, an account executive, a solutions engineer, a manager approving a discount. TackQuote's real-time collaboration features on the seller side show presence and typing indicators, and support internal notes alongside customer-visible comments, so the deal team can coordinate on a quote without a side conversation in Slack or email that never makes it back into the record. Live status updates on PDF generation mean nobody is refreshing their inbox waiting for a document to render.

Connected to the Rest of the Revenue Stack

TackQuote's growing integration library includes HubSpot, Salesforce, Pipedrive, and Zoho CRM for pipeline and deal data, plus QuickBooks and Xero for accounting, and Stripe, PayPal, and Razorpay for payment collection, connectors the team is actively expanding.

The Net Effect

Instead of pricing, discount approval, and signature living in three disconnected tools with three separate records, a SaaS or services deal moves through one system: build the tiered quote, let discount governance run automatically in the background, negotiate live with the buyer, and close with a signature captured on the same document. For revenue teams trying to shorten time-to-close without losing pricing discipline, that consolidation is the point.