Business Context

Sales teams often need to show prospective customers exactly what their billing will look like before a deal is closed, and Forecast Billing Schedules and Summaries on the Proposal solve this by letting reps generate a preview of billing schedules directly from the Quote/Proposal. The resulting forecast can then be merged into the proposal document itself and sent to the customer, and reps can re-forecast as needed if pricing, dates, or billing frequency change. Because forecast billing schedules are recalculated automatically whenever the product configuration or an asset-based amendment changes, sales reps always present up-to-date figures rather than stale numbers. This gives customers billing transparency at the point of sale and gives the business a consistent way to align quoting, forecasting, and eventual invoicing before the deal is even signed.

Forecast Billing Schedules: Forecasting billing schedules give you a preview of the billing schedules that are generated on the proposal. Forecast billing schedules at a glance provide information about the entire billing cycle.

Forecast Billing Summary: Forecast billing summary is a grouped snapshot of the forecast billing schedules. Forecast billing summary provides a graphical view of each billing period.