Best practices for creating Rate Plan Charges for a fixed fee professional services offering

[Zuora-Support]

See Reply

[Zuora-Support · Accepted solution]

Problem Statement: 

A sales person works with an engagement manager to come up with a price. That price may be T&M or fixed-price. The fixed-price is determined by the EM scoping the work needed. The price isn't based on hours, but on other scope.

So for Project A, it may be $10k. For Project B, it may be $7500. 

Suggestions: 

1.Create a rate plan in the product catalog for each fixed fee that is possible. This is favorable if there are a small number of fixed fees.

2.Create a 'fixed fee' rate plan and then modify the price during the quote to reflect the fixed fee agreed.