Use Smart pricing in Price quote and Add-ons

Use ✨ Smart pricing to review AI pricing suggestions for your line items based on a target country and pricing strategy. You choose which suggested updates to keep, and prices are only saved when you click Done (n updated).

Where you can use Smart pricing

You can use ✨ Smart pricing in:

• Price quote
• Add-ons for non-agreement add-ons only

Agreement-bound add-ons are not supported.

!Smart pricing entry point

Analyze your prices

1. Open your Document, then go to Price quote or Add-ons.
2. Click ✨ Smart pricing.
3. In Smart pricing, review Target country. It is preselected automatically, but you can change it.
4. Under Your pricing strategy, select one option:

   - Entry-level

   - Below market

   - Standard

   - Above market

   - Premium

1. Click ✨ Analyze prices.
2. Wait for the analysis to finish. While it runs, the dialog is locked.

!Smart pricing setup

Review and apply suggestions

In step 2, each item shows:

• a market status tag: Market aligned, Below market, or Above market
• Current price as read-only
• Suggested price as editable

To apply suggestions:

1. Review the suggested price for each item.
2. Edit the Suggested price if needed.
3. Click Update on the items you want to change.
4. Click Done (n updated) to save all updated prices.

After you click Update for an item:

• the button changes to Updated
• the Suggested field is disabled for that item
• the item tag changes to Market aligned

When the wizard closes, you see {n} item prices updated successfully.

Important notes

• Target country is auto-detected and can be changed manually.
• Suggestions are based on the base price before discount.
• The current price used for suggestions is the per-item price, not the total line item price.
• Prices are not updated automatically. You must click Update for each item you want to change.
• Your changes are only applied after you click Done (n updated).
• Back cancels the current run and returns you to the strategy step.
• Undo (n updates) reverts all updates made in the current run.

Common questions

Why didn’t my prices change after I clicked Update?

Clicking Update only marks the item for this run. Your prices are saved only after you click Done (n updated).

What does Undo do?

Undo (n updates) reverts all updated items in the current run back to their original prices.

Why can’t I use Smart pricing for some add-ons?

✨ Smart pricing works only for non-agreement add-ons.

What happens if I click Back?

Back cancels the current progress and returns you to the strategy step so you can start again.