# Discount policy · [Product] · [Effective date] **Owner:** [Deal desk lead] **Product owner:** [PM] **Finance owner:** [Name] ## Price book | Item | List price | Floor | Notes | |---|---|---|---| | [Tier] | | | | | [Value metric unit rate] | | | Discounted only with a volume commitment | ## Approval matrix | Discount depth or term | Rep | Manager | Deal desk | Finance or CRO | |---|---|---|---|---| | Up to [x]% | ✓ | | | | | [x] to [y]% | | ✓ | | | | [y] to [z]% | | | ✓ | | | Above [z]%, or any non-standard term | | | | ✓ | ## Give-get list (every discount buys something) Multi-year term · prepayment · larger commitment · case study or publicity rights · auto-renewal · automatic annual increase · reference calls ## Rules 1. Discount the package or commitment, not the unit rate, unless volume is committed. 2. Introductory discounts expire at first renewal. Renewal uplift: [%]. 3. Free pilot credits are capped at [amount] and expire after [days]. They count as discounts in the pocket price report. 4. Partner margin comes from a wholesale rate, not ad hoc discounts. 5. Quarter-end: deals above [x]% discount in the last [n] days of the quarter need [approver]. ## Reporting Monthly pocket price band by segment, tier and rep. Quarterly review with product, sales and finance. A tier discounted more than [x]% in most deals triggers a packaging review.