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Use caseUC0055

Catch the priced lines a subscription contract leaves open

A signed subscription contract can hide priced lines that nobody has confirmed can stand alone, or say when they're delivered. This app reads the contract and tells you exactly which priced lines the paperwork leaves open, so nothing gets missed.

For revenue operationsTechnology & SaaS

Why it matters

Today's manual process, and the same job with the app

Revenue operations at a subscription software company, preparing signed contracts for the controller to close the books.

✕Today's manual process

1Open each signed contract pack and list every line the order form actually orders, skipping rate cards and struck-out amendments.
2Read each line's clause to see if the paperwork says the customer could buy it alone, and when it's delivered.
3Guess where the paperwork is silent and note it down, hoping nobody asks later why.
4A wrong guess means a priced line reaches the controller with no flag on it, and no one finds out until an audit.
Every contract read and guessed manually

✓With the app

1The contract pack is read and every ordered line is listed, with rate cards and struck-out lines left off.
2Each line gets two calls whether it can stand alone, and whether it's delivered over time or at a moment.
3Silence is reported as silence not determined, never guessed into distinct or bundled.
4A priced, open line sends the whole pack back to the deal desk automatically.
The worksheet flags what still needs a person

See it work

One real case: what the app reads, step by step

OBX-0004: administrator training is priced on its own but the contract says nothing about separability or timing, so it's sent back for review.

Catch the priced lines a subscription contract leaves openReference appBuilt to be shaped to your process
  1. 1Every ordered line, listed OBX-0004's six ordered lines, each with a fee and a paperwork answer.
  2. 2The line that matters Administrator training carries its own fee, and the contract stays silent on both calls.
  3. 3What the pack never answers Four of twelve calls across the pack are ones it cannot settle.
  4. 4Sent back for review A priced, open line sends the whole pack back to the deal desk.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
12 of 12contracts flagged for reviewmeasured in 06 Evals →
1,961 of 1,975fields read exactly rightmeasured in 06 Evals →
268 of 275delivery timing calls rightmeasured in 06 Evals →
0.8¢to check one contract packmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own separation tests, delivery definitions and what counts as a priced line.
Your recordsYour own order forms, amendments and the clauses behind every line.
Your systemsReads from your contract repository, and can hand the worksheet to your CLM or revenue system.
Your screensThe columns, wording and layout your deal desk and controller already use.

Want this for your team?

Talk to us

We can run this on your own signed contracts, using your own rules, inside your environment.

Talk to us →
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