Quick Segments allow users to split a line item across multiple years within an Opportunity. This guide covers how line segments work, how to configure them, how to use them, and key considerations when implementing them.


Prerequisites for use:

  • To use Quick Segments, the following conditions must be met:
    • User Requirement: "Quick Multi-Year" must be enabled.
    • Quote Requirement: The term must be ≥ 24 months.


Once enabled, relevant quote lines will display a calendar icon next to them.


Clicking the calendar icon will split the lines automatically.


  • For example (using the screenshot below), if a line is segmented into Year 1 and Year 2, the user can apply different discounts based on the number of users in each year.
    • Year 1: Discount based on 11 users.
    • Year 2: Larger discount based on 15 users.
  • These segmented lines will appear separately on the Order Form, with corresponding dates for each.



Setup:


  • To enable Quick Segments:
    1. Assign the "Quick Multi-Year" setting in User Preferences. Note: Only a Transaction Management Admin can assign this setting.



Limitations:

  • Changes in Term will not apply changes to the lines.
  • Changing a term to less than 24 months but greater than 12 will not remove the line.


Considerations for Order Form:

  • Out of the box, multiple lines will be shown on the Order form, this can be adjusted by creating custom groups, or hiding specific lines.


Notes for ARR Calculation & Expected Values:

  • ARR Calculation: ARR is based on the "Exit" value, and lines ending on the Opportunity's End Date will carry over to the renewal.
  • Annual Contract Value (ACV): Calculated based on first-year quote lines.


Advanced Segmenting:

  • For additional customization and flexibility, see:
    • "Programs"
    • "Adjust Line Dates"