Price books and promotions

Pricing in Shadows is per product. Each product has its own price book and its own promotions, on the Pricing tab of the product builder. A deal carrying three products is checked against three price books.

Where: Settings → Products, open a product, then the Pricing tab.

Who can use it: everyone can view prices. Only an Admin can add or change line items and promotions; Managers and Sales Reps see the tables read-only.

Screenshot coming soonA product's Pricing tab with the Price book table

Price book

Each row is a line item you can put on a quote:

Column	What to enter
Plan	The line item’s name.
Type	SW license, ProServe, Support, or a custom category.
Unit	For example per seat / month, per user / year, per deal, flat fee, or a custom unit.
List price	The price before any discount.
Cost	What it costs you to deliver. Used to work out margin.
Margin	Calculated for you from list price and cost.
Billing	One-off, Monthly, Quarterly or Yearly.

Add or change a line item

1. Click Add line item.
2. Fill in the row and click the tick to save it, or the cross to discard it.
3. To change an existing item, click the value you want to edit. Changes save as you go.
4. To delete an item, click the cross at the end of its row.

Caution

Set a Cost on every item. An item with no cost is tagged No cost, and one priced at or below cost is tagged ≤0%; in both cases margin can’t be enforced on quotes that include it.

Promotions

Promotions are discounts or incentives your Shadow can propose within your rules. Like every buyer-facing move, a promotion your Shadow proposes is drafted for the deal owner to approve.

1. Click Add promotion.
2. Enter a Name and the Discount, as a percentage or a fixed amount.
3. Optionally limit it to a Region (leave blank for all regions) and set Valid until.
4. Click the tick to save. A new promotion starts as a draft.
5. Click Activate to make it available. Click Pause on an active promotion to stop offering it.

The Status column shows where each promotion stands, and Valid until shows Ongoing when there’s no end date.

Discounts and approvals

The price book sets list prices; how far a rep may discount is set by the workspace’s approval ladder. A discount beyond the requester’s limit sends the quote to a Manager or Admin for approval before it can be published. See Team and roles.

Quotes themselves are built on each deal in the Deal Cockpit. See Pricing and quotes.

For payment methods, payment terms and billing entities, see Payment & Pricing.