Quoting a Metered Deal

A metered product quotes a little differently from a flat product: alongside its committed base price, the configurator shows how consumption above the included entitlement would be priced, so the rep can size the deal. The quote document then prints the agreed rate card as a terms section.

The Usage & overage panel

When a rep adds a metered product to a quote or opportunity, the line expands to a Usage & overage panel:

  • Included entitlement and unit of measure — read-only, from the product’s usage dimension (e.g. “1,000,000 API calls”).
  • Overage rate — read-only, resolved from the rate card. A flat card shows a single per-unit price; a graduated card shows the tier count (e.g. “2 graduated tiers”). When a multi-tier card is on volume pricing, a mode badge (Slab (graduated) / Range (volume)) shows which model applies.
  • Estimated usage — an editable input where the rep types projected consumption for the period.
  • Projected overage and Projected total (base subscription + projected overage) — recomputed live as the rep types.
A metered line's Usage & overage panel in the configurator — included entitlement and unit of measure, the resolved overage rate with a Slab (graduated) / Range (volume) mode badge, an editable estimated-usage input, and a live projected overage and projected total
The Usage & overage panel on a metered configurator line: entitlement, overage rate (with the pricing-model badge), the rep's estimated-usage input, and the live projected overage/total.

Editable overrides

If the usage dimension marks entitlement or overage rate editable on quote, the rep can override that term on the line, and the projection recomputes against the override. On a non-editable dimension the terms are read-only, and any stray posted override is grounded back to the catalog definition on save. Either way the server validates the terms before persisting (see tamper protection).

What persists

On Save & Sync, Pinion resolves the trusted entitlement and rate card server-side and stamps the usage terms onto the line — UsageEntitlement__c, UsageUnitOfMeasure__c, OverageRate__c, and the derived ProjectedOverage__c. The rep only ever supplies the product and the estimated usage; everything else is server-resolved, and the projected overage the rep saw equals the persisted ProjectedOverage__c to the cent. (See Line Item Fields for the stamped fields.)

Per-segment overage on a multi-year line

On a multi-year MDQ subscription, a metered line’s overage rate can ramp per segment — the same year-over-year progression the base price follows (e.g. 10% each year). When it does, the Usage & overage panel adds an Overage rate by segment breakdown so the rep can see each year’s rate, and the projected overage is computed against the ramped rates rather than a single flat rate.

A three-year MDQ metered line (Metered API) with per-year segment columns above a Usage & overage panel — included entitlement 1,000 API calls, overage rate $0.01 per unit, estimated usage 6,000, projected overage units 5,000, an 'Overage rate by segment' row reading Year 1 $0.01 · Year 2 $0.011 · Year 3 $0.0121, a projected overage charge of $50.00, and a projected total of $550.00
A multi-year MDQ metered line: the overage rate ramps per segment (Year 1 $0.01 · Year 2 $0.011 · Year 3 $0.0121, 10% year over year). The Usage & overage panel shows the per-segment breakdown alongside the projected overage and projected total.

The Usage Rate Card document section

The Usage Rate Card is a quote/proposal document-template section that prints the contractual rate card for each metered product on the deal. It’s a terms surface — it shows the agreed rate card; it does not restate the configurator’s projected overage.

Adding it to a template

  1. In the pinionAdmin app, open Quote Templates and edit a template.
  2. In the editor’s Add Section palette, pick Usage Rate Card. It sits alongside Line Items and Totals.
  3. There’s nothing to configure — the section reads the persisted catalog and line data at render time; its config panel shows an explanatory note.
  4. Save and publish the template.
The quote-template editor's Add Section palette open with Usage Rate Card highlighted, sitting alongside Line Items and Totals
Add the Usage Rate Card section from the quote-template editor's Add Section palette.

What it renders

For each metered product on the deal, the section prints:

  • The product name.
  • A terms line: Included: <entitlement> <unit> · Billing: <cadence> — e.g. Included: 1,000,000 API calls · Billing: Monthly.
  • A graduated overage table: one row per tier of the current effective rate card, showing the overage band (units beyond the included entitlement) and the per-unit rate — e.g. 1 – 1,000,000 API calls → $0.001 and 1,000,001+ API calls → $0.00075.

Sub-cent rates render at full precision ($0.001, $0.00075) — they are not rounded to $0.00. On a deal with no metered product, the section renders nothing, so it’s safe to leave on a shared template.

A generated quote PDF cropped to the Usage Rate Card section — the product name, an Included/Billing terms line, and a graduated overage table showing sub-cent per-unit rates and an open-ended top tier
The Usage Rate Card section on a rendered quote PDF: the included entitlement, billing cadence, and the graduated overage table with sub-cent rates.