Additional Licence Quotes Case Study

The Business Problem

An additional purchase has to line up with the customer's existing agreement. It must be priced for the time left on the term, sit in the right price bracket for the customer's total, and include any required items, such as a single-function licence alongside multifunction ones. The existing wizard was built for new sales, so additional quotes for PaperCut MF subscriptions and Hive had to be worked out by hand. That was slow and easy to get wrong.

The Solution

In 2024 wildesoft.net reworked the wizard's additional-quotes path for PaperCut MF subscription and Hive. Resellers enter the customer's existing term dates. The wizard then works out the remaining months and years, in a clear order, and prices the new items to match. It adds required items automatically, and it supports exchanges and optional extras. Hardware and kiosk lines that didn't apply were removed.

Every quote is recorded in audit tables, and a progress indicator shows while a quote is being generated. The feature was tested with iTS's internal users first, item by item, and then opened to all resellers.

The Result

Resellers can quote mid-term additions themselves, lined up correctly with the customer's existing agreement. Customers get accurate, consistent prices for growing their PaperCut estate, and iTS no longer has to calculate each addition by hand.

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