Quote builder
Use the Bunny quote builder to set a quote's name, expiration, effective and end dates, invoicing and payment terms, and renewal settings.
The screenshot below shows the quote builder. It may seem a little busy at first, but using the builder is quite simple.
Quote builder
Quote nameLink to Quote name section
The name of the quote helps you tell them apart on the account. For example, if you are working on a 100 user deal, you create different options for the customer:
- 100 users, quarterly
- 100 users, 1 year
- 100 users, 3 years
The naming of the quote also helps the customer distinguish them as they are shared.
Quote expiration dateLink to Quote expiration date section
The customer must accept the quote before or on this date. After the expiration date, the quote can no longer be accepted via the portal.
Effective dateLink to Effective date section
This date specifies when the subscription will start.
Subscription end dateLink to Subscription end date section
Bunny will suggest end dates based on 1, 2, 3, 4 and 5-year subscription terms and will automatically co-term the end dates with any existing subscriptions. You can also choose a specific subscription end date.
Invoice untilLink to Invoice until section
Typically, customers will pay for the first term up front, but you can use this setting to invoice a greater amount initially.
Net payment daysLink to Net payment days section
The net payment days is taken from the account’s setting and you can override it here if necessary.
Renewal settingsLink to Renewal settings section
The renewal settings allows you to control how a subscription is renewed.
Renewal settings
EvergreenLink to Evergreen section
Evergreen subscriptions automatically renew at the end of each term end until you actively cancel them.
Price adjustmentsLink to Price adjustments section
The price adjustments control how prices are adjusted at renewal time. When a new product is added to the quote builder, the price adjustment defaults from the price list will be copied to the quote builder and those values are the ones that will be stored on the subscription.
PO numberLink to PO number section
The purchase order number is locked in the quote builder and will be filled up when a user accepts the quote in the portal.