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Pricing Studio1 min read

Pricing Studio — Overview

Turn billable units into priced offers customers can buy. Plan Studio designs the rate card, Offerings packages it, Subscriptions bind customers to it, and Invoices bill it.

Updated 2026-06-30Suggest edits
Docs Pricing Studio Overview

Pricing Studio is where catalog items become money. You design rate cards in Plan Studio, package them into offerings customers can subscribe to, run promotions and sales-led quotes against them, manage the subscriptions that result, and produce invoices + revenue-recognition entries on the other side. Nine pages, one workflow.

What Pricing Studio is for#

It owns every commercial artifact between "you defined what to count" (Catalog) and "money landed in your ledger" (Intelligence + ERP Sync). Rate cards encode the maths. Offerings encode the shopfront SKU. Subscriptions encode the contract. Invoices encode the bill. Revenue Recognition encodes the accounting. CPQ adds a sales-led layer when self-serve doesn't fit.

The end-to-end flow#

pricing-studio.flowLIVE
DESIGN
Plan Studio
visual editor
Pick a pricing model + billable unit, set rates, included quotas, tiers.
minutes
PACKAGE
Rate Cards + Offerings
bundle for sale
Group rate cards into offerings with billing mode (PREPAID / POSTPAID / HYBRID).
PROMOTE
Promotions
coupons + discounts
Time-bounded codes (% off, $ off, free trial days). Per-customer or per-offering scope.
SELL
Subscriptions or CPQ
self-serve vs sales-led
Customer subscribes via storefront, OR sales sends a quote → approval → acceptance.
BILL
Invoices
bill runs
10-stage pipeline: Aggregate → Rate → Discount → Tax → Route → Settle.
periodic
RECOGNIZE
Revenue Rec
ASC 606
Schedule recognition by performance obligation, post journal entries to GL.
monthly
catalog → pricing studio → intelligence + ERP sync// p95 < 5ms

Pages in this section#

Rate Cards
CRUD on rate cards, version pinning to subscriptions, M:N product + metric associations.
Open
Offerings
Bundle one or more rate cards into a buyable SKU. Billing mode, billing cycle, currency, status.
Open
Promotions
Coupon engine. Percentage / fixed / free-trial-days. Eligibility filters by customer or offering.
Open
Subscriptions
Customer ↔ offering binding. 9-state lifecycle (TRIALING, ACTIVE, PAST_DUE, …), upgrade / downgrade / pause / cancel.
Open
Invoices
Invoice lifecycle (DRAFT → OPEN → PAID / VOID / UNCOLLECTIBLE), credit notes, dunning, PDF, ERP sync.
Open
Revenue Recognition
ASC 606 performance obligations, deferred / recognized revenue schedules, journal-entry export.
Open

Self-serve vs. sales-led#

Pricing Studio supports both motions in the same engine. The difference is the contract-creation path; everything downstream (billing, recognition, dunning) is identical.

DimensionSelf-serve (Offerings)Sales-led (CPQ)
Customer signs up viaStorefront page or APISales rep emails a signed-URL quote
Pricing isPublished rate plan, list priceNegotiated — discounts gated by approval rules
Contract artifactSubscription record on acceptQuote PDF accepted via click-through, then subscription
Best forMid-market, PLG motion, repeatable SKUsEnterprise, negotiated terms, custom commits
Where to readSubscriptions + OfferingsCPQ

Six pricing models, one engine#

Every rate card uses one of six models. The bill-run pipeline computes them identically — pick the one whose maths matches the deal, not the one with the longest feature list.

ModelMathsUse when
PER_UNITunits × rate (after included free)Steady per-call pricing — APIs, tokens.
FLAT_RATEfixed price regardless of usageSeat-based, platform fees, "starting at" SKUs.
PERCENTAGEraw units × rate / 100, with optional minFee floorMarketplace take-rate, % of GMV.
INCLUDED_QUOTAfree up to N, then per-unit OR per-block overageTiered SaaS with included credits.
GRADUATEDeach tier charged at its own rate (staircase)Volume discount that applies per-tier — first 1k at $0.05, next 9k at $0.04, …
VOLUME_TIEREDentire volume charged at the tier the total falls intoCliff pricing — cross 10k and the whole bill drops to $0.04.
PRO TIP
Plan Studio ships a built-in bill simulator — drop in a synthetic month of usage and see what each pricing model would have invoiced before you publish. Use it on every non-trivial rate-card change.

Subscription lifecycle in one breath

A subscription walks a 9-state machine: CREATED → TRIALING → ACTIVE → {PAST_DUE | PAUSED | EXPIRING_SOON | SUSPENDED}{EXPIRED | CANCELLED}. Cancel is terminal. Upgrade / downgrade / pause / resume / retry-payment / convert-trial are the six lifecycle actions exposed on the subscription. Read the Subscriptions feature page for the per-action semantics and the state diagram.

After pricing: invoices and revenue#

Once a subscription is generating events, the bill-run pipeline kicks in. The 10 stages are: QuotaCheck → Rollover → Aggregate → Allowance → Rate → Commit → Discount → Tax → Route → Settle. Each one is documented in the reference. Revenue Recognition runs in parallel — every invoice line maps to a performance obligation with its own recognition schedule.