This feature further enhances the functionality of multi-dimensional quoting by allowing sales reps to define the length of each segment within a given subscription term.
A software company might have different rates, uplifts, or quantities for a product that does not fit into the standard Year, Month or Quarterly dimensions.
To set up Custom Segments:
To convert a segmented MDQ product into a standard product in the Line Editor:
Sales reps have the ability to convert a segmented product into a standard product directly in the Line Editor.
To generate a Quote Document with Custom Segments:
If both time-based and Custom Segments appear in the Quote, both Dimension Types will be split into their own tables in the Quote Document (e.g. Line Items with Yearly segments will display in their own table, Line Items with Custom segments will display in their own table, and any non-segmented line items will display in their own table).