Continuous Quote Builder — Internal Use Only · Confidential
Quote DetailsDraft
Off — auto tier
Shared Commercial Tier — flows to all products unless overridden
Starter
Growth
Mid-Market
Enterprise
Enterprise+
Copilot—
—
▾
Include Copilot in this quote
Tier
Starter
Growth
Mid-Market
Enterprise
Enterprise+
—
Included users
—
Platform fee / yr
—
Additional users
Tier
Included
Platform fee
Extra / user / mo
Annual value
Command—
—
▾
Include Command in this quote
Platform includes: Up to 5M events/month, Metering, 60-day retention. Fixed platform fee plus a usage tier add-on based on committed monthly event volume. No overage billing — sustained growth triggers a commercial review.
Adaptors & Connectors£15,000 each · added to quote ACV
Total Adaptors & Connectors£0
Control—
—
▾
Include Control in this quote
Starter
Growth
Mid-Market
Enterprise
Enterprise+
Essential
Enhanced
Enterprise
Capability
Essential
Enhanced
Enterprise
Edition
Starter
Growth
Mid-Market
Enterprise
Enterprise+
SupportSilver · Included
Include Support
Rate applied to Copilot + Control + Command licence total
Silver
Gold
Platinum
Tier
Silver
Rate
Included
Annual Value
—
—
36-month
Total Annual Contract Value
—
Products
Copilot—
Command—
Control —
Adaptors & Connectors—
Implementation Fee—
Support—
Commercial
Gross Annual Value—
Discount (0%)—
Total ACV—
Total Contract Value (36mo)—
Approval
Audit Trail
Prepared By—
Prepared At—
Last Updated—
Quote Versionv1
Approval Owner—
Save Quote to CRM
Admin Rules
⚠ Pricing is locked in configuration. Contact RevOps to update tier pricing.
Command — Add-on pricing
Adaptors & Connectors — Available options
Adaptors
Connectors
Support & Approval Thresholds
Information Security PolicyInternal Use Only
All data in this application is subject to Continuous Technology's data classification policy. Handle each category according to its sensitivity level.
Highly Confidential
Internal Pricing & Commercial Logic
Floor pricing and cost basis
Discount guardrails and approval thresholds
Margin assumptions
Approval rules and escalation logic
Must never appear in customer-facing outputs. Visible to RevOps and Finance only.
Confidential
Pricing Data & Customer Quotes
Published tier pricing
Customer-specific quote values
Contracted ACV and TCV
Negotiated discounts
Accessible to authorised Sales, Sales Manager and Finance roles. Do not share externally without approval.
Internal
Application Configuration
Adaptor and connector lists
Support rate defaults
Product capability descriptions
Accessible to all authenticated employees. Not for external distribution.
Access to this application must be authenticated and role-based. The principle of least privilege applies — users are granted only the permissions required for their role.
Sales
Create and edit quotes. View published tier pricing. Cannot approve discounts or edit pricing config.
Sales Manager
Approve standard discounts up to threshold. View team quotes. Cannot edit pricing config.
RevOps
Edit pricing configuration, adaptor/connector lists and approval thresholds. View all quotes.
Finance
View commercial summaries and approved quotes. Read-only access. Cannot create or approve quotes.
Admin
Manage users, roles and permissions. Full access to all application settings.
Access Control Requirements
All users must authenticate via SSO before accessing the application
Sessions must expire after a period of inactivity
Role changes must be logged and approved by an Admin
Only RevOps and Admin roles may edit pricing configuration
MFA required for RevOps, Finance and Admin roles
Quote data must not persist in the browser. All storage must use approved, encrypted backend infrastructure.
✓ Do
Store quotes in authenticated backend database
Encrypt data at rest (AES-256 or equivalent)
Encrypt data in transit using HTTPS/TLS 1.2+
Maintain audit logs for all pricing edits
Maintain audit logs for all quote approvals
Apply data retention policies per jurisdiction
Back up quote data with point-in-time recovery
✕ Do Not
Store quote data in browser localStorage
Store quote data in sessionStorage or cookies
Cache pricing logic or floor prices client-side
Log customer-sensitive data to the browser console
Commit secrets, API keys or config to source control
Use HTTP (unencrypted) connections in any environment
Current State — Client-Only App
This application currently runs entirely in the browser. Quote data is not persisted between sessions. When a backend is added, all storage requirements above must be implemented. Client-side validation must be repeated server-side.
If AI features are added to this application, the following controls apply to any integration with external AI APIs or models.
Prohibited AI Data Inputs
Customer names, contact details or account identifiers
Pricing floors, cost basis or margin data
Negotiated discounts or deal-specific terms
Approval logic, thresholds or internal rules
Confidential deal notes or internal commentary
Required Controls
Implement a data redaction layer before any AI feature processes quote data
Obtain explicit approval before sending any customer data to external AI APIs
Log when AI is used — record the feature invoked, user, timestamp and output category
Do not log full prompts that contain sensitive data
Review AI vendor data processing agreements before integration
Ensure AI outputs are reviewed before inclusion in customer-facing materials
Customer-facing exports (PDF, slides) must be strictly separated from internal quote summaries. The following fields must never appear in customer outputs.
Must Not Appear in Customer Exports
Floor pricing or cost basis
Gross margin or margin assumptions
Approval thresholds (Tier 1 / Tier 2 %)
Internal notes or commentary
Discount guardrail logic
Approval owner or escalation path
Audit trail metadata
Quote version history
Permitted in Customer Exports
Customer name and contract term
Product names and editions
Negotiated annual values
Applied discount percentage
Total ACV and TCV
Implementation and support fees
Prepared by and prepared date
Continuous branding and legal footer
Export Review
All customer-facing exports should be reviewed before sending. Quotes with custom pricing or Enterprise+ tiers require CRO or Executive approval before the export is shared externally.
All quotes must be subject to version control, approval workflows and audit trail requirements to maintain commercial integrity.
Quote Lifecycle
Draft
→
Review
→
Pending Approval
→
Approved
→
Locked
Version History Requirements
Every change to a quote must increment the version number
Track: prepared by, last modified by, approved by and approval date
Approved quotes must be locked — no edits without re-approval
Custom pricing deals require CRO or Executive sign-off
Enterprise+ deals require CRO approval before export
Retain quote history for a minimum of 7 years for audit purposes
Approval Matrix
Discount ≤ Tier 1 thresholdSales Director
Discount ≤ Tier 2 thresholdVP Sales
Discount > Tier 2 thresholdCRO / Executive
Custom pricingCRO / Executive
Enterprise+ tierCRO / Executive
Annual poolingCRO / Executive
This application is designed with SOC 2 Type II readiness in mind. The following controls map to the SOC 2 Trust Service Criteria.