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Pricing records help your team keep commercial context attached to a company.

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Overview

Use the Pricing tab when you need to track pricing details for a company, attach related contracts, or review pricing history.

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Pricing records

Pricing records are managed from the company Pricing tab.

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Create pricing

Create a pricing record when an account needs pricing information stored in Sayless.

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Edit pricing

Edit a pricing record when terms, values, expiry dates, or contract information changes.

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Attach contracts

Attach contract files or links when the pricing record needs source documentation.

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Delete pricing

Delete pricing records only when the information should be removed from the company.

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Pricing history

Pricing history helps teams understand how pricing changed over time.

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Created by

Review who created the pricing record.

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Updated values

Use history to understand what changed and when.

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Contract attachments

Open related contract attachments when reviewing pricing context.