How Valmetric's pricing engine works.
A plain-language guide for pricing leaders evaluating Valmetric. No jargon walls, no vaporware promises — just how the pieces fit together.
What Valmetric does
Valmetric is a price book management and quoting tool built for B2B SaaS companies. If your pricing involves any combination of platform fees, per-seat charges, usage-based billing, or volume tiers — and you want your sales team to quote accurately without spreadsheets — Valmetric replaces the spreadsheet with a structured, controlled pricing engine.
Your product catalog — the things that show up on an invoice
How each product is priced — flat fees, per-unit, tiered, or any combination
Discount rules — term, volume, multi-product, and rep discretion
Quotes — real-time calculators with shareable links
The building blocks
Five concepts make up the entire pricing model. Each one is simple on its own — the power is in how they compose.
Products: What Shows on the Invoice
A Product in Valmetric represents a distinct sellable item — the line items your customer sees on a contract or invoice. Products are intentionally simple: a name, a SKU, and an optional description. The complexity lives in how they're priced, which is handled separately. This separation means you can price the same product differently for different customer segments without duplicating it.
Value Metrics: What Are We Counting?
A Value Metric is a unit of measurement — the thing you're counting when you charge "per something." It answers the question: what are we counting? — not what are we charging. Value Metrics are reusable across your entire product catalog. You define "Users" once, and any product can use it.
Labels: What the Customer Sees
A Label is the customer-facing name for a pricing line item. When you attach a Value Metric to a product's pricing, Valmetric auto-generates a label from the metric name. But you can customize it — if you sell a product that charges for two different types of quotes, you'd use different labels backed by the same underlying metric. This keeps your internal data model clean while giving your customers clarity.
Transformations: How Quantity Becomes Price
A Transformation is the pricing rule that connects a product to a price. This is where Valmetric's flexibility lives. Each product can have multiple transformations that add together to form the total price. There are three types:
Fixed Fee
A flat charge regardless of usage. Platform fees, site licenses, implementation costs.
e.g. $10,000/year platform access
Per-Unit
Price multiplied by usage, with an optional free tier. The classic "per seat" model.
e.g. $50/user/month, 5 included
Tiered
Different flat prices for different quantity ranges. The customer pays the tier they land in.
e.g. 1–10: $500, 11–50: $2,000
A single product often combines multiple transformations. For instance, a "Platform" product might have a $10,000/year base fee, plus $50/user/month, plus $0.01 per 1,000 API calls. All three add together.
Price Books: Collections of Products with Pricing
A Price Book is a complete pricing package — a set of products with their specific pricing rules. Think of it as a rate card for a particular customer segment, region, or sales channel. The same product can exist in multiple price books at different prices — you don't duplicate the product, you just configure different pricing in each book. Price Books also support multiple currencies (USD, CAD, GBP), with prices set independently per currency.
See how the layers connect
Click through each layer to understand how Value Metrics flow up through Transformations, Products, and Price Books into a final Quote.
Layer 1 of 5
Value Metrics
The unit of measurement — what you're counting. Users, API calls, storage, transactions. Defined once, reusable across every product.
Examples
Users · API Calls · Storage (GB) · Transactions
Layer 2 of 5
Transformations
The pricing rule that connects a metric to a product. Fixed fee, per-unit, or tiered — this is how quantity becomes price.
Examples
$50/user/month · $10,000/year base · Tiered by usage
Layer 3 of 5
Products
What shows on the invoice. Each product can have multiple transformations that add together to form the total price.
Examples
Platform · Analytics Add-On · Premium Support
Layer 4 of 5
Price Books
A complete pricing package for a segment. The same product can exist in multiple price books at different prices.
Examples
Enterprise · Mid-Market · Startup · EMEA
Layer 5 of 5
Quotes
Real-time pricing calculations with all discounts applied. Lock it down, share a link, track the deal.
Examples
Draft → Finalized → Sent → Won
How it all connects
How pricing looks in practice
Here's a concrete example of how the pieces fit together in a real price book. When a rep builds a quote, they select a price book, add the products the customer needs, set quantities, and Valmetric calculates everything in real time — including all applicable discounts.
Price Book: "North America — Enterprise"
Product: Platform
Fixed Fee: $10,000/year (platform access)
Per User: $50/user/month (5 users included free)
Per API Call: $0.01 per 1,000 calls/month
Product: Analytics Add-On
Per User: $15/user/month
Per Report: $2 per 100 reports/month (1,000 included)
Product: Premium Support
Fixed Fee: $2,500/quarter
How discounts work
Valmetric supports four types of discounts, applied in a configurable sequence called the discount waterfall. Each discount is calculated on the remaining price after all previous discounts — they compound rather than stack.
Term Discounts
Reward longer commitments. Define tiers based on contract length in months. You can also use negative discounts (surcharges) for short-term contracts.
Volume Discounts
Reward higher usage of a specific metric. Each volume discount is tied to one Value Metric. Create multiple schedules for different metrics.
Multi-Product Discounts
Reward customers who buy more products together — a bundle incentive. The more they buy, the more they save.
Discretionary Discounts
The human element. Reps apply additional discounts at their judgment, within configurable limits you control by role. Always applied last in the waterfall.
The Discount Waterfall
Discounts apply sequentially. You control the order (except discretionary, which is always last), and each discount reduces the remaining balance.
Any line item can be marked as non-discountable — useful for pass-through costs or promotional items.
How quotes are generated
Quotes are built in Valmetric's real-time pricing calculator called Quick Quote. Every change recalculates instantly, showing per-line and total pricing with all applicable discounts.
Building a Quote
Select a Price Book
Determines which products and prices are available.
Set deal parameters
Currency, contract term, and billing cadence.
Add products
Pick from the products in the selected price book.
Set quantities
Use sliders or type exact numbers for each metric.
Review pricing
Everything recalculates instantly with all discounts.
Presenter Mode
Hides discretionary discount controls while keeping earned discounts visible. Use it when screen-sharing with a customer — they see the pricing, but not your negotiation levers.
Shareable Quote Links
Finalized quotes generate a secure, shareable link. Your customer views a read-only version — no login required. It shows products, quantities, discounts, and total pricing while hiding internal details. Links expire automatically.
Quote Lifecycle
Draft
Working document. Prices recalculate live.
Finalized
Locked. Prices snapshotted. Gets a reference ID.
Sent
Shared via secure link. Customer can view.
Won / Lost / Expired
Final outcome tracked.
The full picture
Valmetric gives you a structured way to manage the pricing complexity that B2B SaaS companies typically handle in spreadsheets. Products define what you sell. Value Metrics define what you count. Transformations define how quantity becomes price. Price Books package it all for different segments. Discounts apply automatically in a controlled waterfall. And quotes lock it all down into a shareable, auditable document.
The goal is simple: your sales team quotes accurately and consistently, your pricing team maintains control over the rules, and your customers get a clean, professional experience.
See it in action.
Describe your pricing. Get a live price book. Start quoting in minutes.
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