Name: Nue - Quote Builder
Uploaded: 2024-05-21T23:40:31.000Z
Duration: 4 min 12 s
Description: A quote-to-revenue platform that unifies CPQ, Billing, and Revenue Analytics.

nue company logo.svg

Nue.io

Paid

Nue is a Salesforce-native, Revenue Lifecycle Platform designed to meet the needs of the modern business to manage their customer revenue lifecycles, from price to quote to billing to RevRec. With Nue, all go-to-market teams can accelerate sales with innovative pricing models across both direct sales and self-service commerce. With Nue, companies can easily manage quotes to orders to renewals to billing – all the while delivering accurate analytics to Finance. Learn more at nue.io.

Nue.io Demo

Watch how New’s tool makes quoting, customer changes, and billing easy in Salesforce. First, the Quote Builder demo shows reps making correct, custom quotes in seconds—no spreadsheets needed. Next, Lifecycle Manager lets teams add seats, renew contracts, and upsell with a clear customer view. Finally, the Billing demo shows how to bill for plans, usage, and products in one bill and send data to finance tools automatically. New fixes slow, manual work with simple clicks, real-time pricing, and built-in reports.

Overview of traditional quoting methods—spreadsheets, custom objects, rigid CPQ—and their limitations in control, visibility, and subscription management.

Introduction and CPQ Challenges

Introducing New as a Salesforce-native quoting solution that requires minimal training and lets you configure screens and terms to match your business processes.

Native Platform Customization

Quickly search and build custom product packages with any subscription, usage, service, or goods model, including bundled offerings and discount tiers.

Product Configuration & Pricing Models

Use price tags to add ramp discounts and tiering, create custom price tags on the fly, and apply breakback or line-item discounts without disrupting standard pricing.

Sophisticated Pricing & Discounts

View projected ACV, ARR, MRR, and TCV per line, manage approvals via Salesforce, Slack, or email, and send quotes with e-signature integrations like DocuSign or PandaDoc.

Approvals & Sending Quotes

New delivers beautiful, accurate quotes for new business and handles every future change—proration, upsells, and renewals—within Salesforce.

Quote Builder Wrap-Up

A rep describes how New eliminates manual calculations and gives agents flexibility to adjust quantities and packages instantly, even in downturn scenarios.

Sales Rep Pricing Testimonial

Launch New’s Lifecycle Manager from any account to automate upsells, renewals, and mid-term changes end-to-end without finance intervention.

Introduction to Lifecycle Manager

Get a 360° view of orders, subscriptions, assets, entitlements, invoices, usage, and consumption—all in one Salesforce interface.

Customer Lifecycle Dashboard

Easily add seats, create renewals, cancel or reconfigure bundles, and schedule future changes with clear visibility into revenue impact over time.

Manage Subscriptions & Changes

Nue - Enterprise Billing

This video shows the New billing platform, which lets teams set up flexible pricing: subscriptions, usage, free trials, physical goods, services, and price tiers. You’ll see how to create unified invoices, adjust discounts, and handle upsells or renewals without manual steps. The demo covers using Salesforce or CSV/API to feed usage data, integrating with Stripe, QuickBooks, NetSuite, and Avalara for taxes, and syncing to your ERP. Finance gets real-time billing schedules, ASC 606 revenue rules, and analytics, while sales can preview invoices and support self-service upgrades. New solves slow, error-prone billing by automating every step for cleaner, faster revenue operations.

An introduction to the demo, showcasing New’s ability to handle subscriptions, usage, and any pricing model.

Welcome to New Billing Demo

Overview of the complexity in combining subscriptions, usage, free trials, goods, services, and pricing tiers into a unified offering.

Challenges of Modern Billing

How New lets you creatively bundle hybrid pricing models and generate unified invoices on any billing schedule, with adjustable tiers and discounts.

Flexible Pricing and Unified Invoices

Managing midterm upsells, cross-sells, renewals, and usage changes by connecting sales and customer success to finance for automated, accurate invoicing.

Expanding Revenue and Team Integration

Quote complex pricing in Salesforce, collect and rate usage in real time or via CSV, integrate with ERPs, enable website purchases, and support self-service upgrades.

Sales Tools and Self-Service Checkout

Integrate payments and collections with Stripe, QuickBooks, and NetSuite, and automate tax calculations and compliance via Avalara and Stripe Tax.

Collections and Tax Integrations

Use the New Admin panel to view billing schedules, invoices, credit memos, and contracts. Configure ASC 606-compliant revenue recognition rules or integrate with your preferred engine.

Finance Admin and Revenue Recognition

Create any billing schedule—on-demand or recurring—using if/then logic for daily, weekly, monthly, quarterly, or custom cron expressions without long cycle wait times.

Custom Billing Schedules

Finance teams gain live visibility into rated, billed, and past-due items, with automated usage pricing and no manual rating required.

Real-Time Billing Data Access

Sales and post-sales teams see invoice previews and usage consumption in Salesforce. Finance benefits from real-time revenue analytics for trending, forecasting, and quarterly close.

Invoice Preview and Revenue Analytics

Nue - Lifecycle Manager

In this video, you’ll watch New’s Lifecycle Manager in Salesforce. It shows how to stop using spreadsheets and emails for customer renewals, upsells, and subscriptions. You’ll see a 360° view of orders, invoices, and usage. Learn how to add seats, renew, cancel, and reconfigure with a few clicks. The tool tracks every change, automates billing, and even lets your customers make updates themselves. It makes customer growth easy and fast.

Introduces New Lifecycle Accelerate, highlighting the challenges of manual customer management like spreadsheets and emails, and presents the solution.

Introduction and Pain Points

Shows how to start New from an account in Salesforce by clicking Manage Customer Lifecycle to access the tool.

Launching Lifecycle Manager

Explains the unified dashboard in Salesforce where reps and CS teams can see orders, subscriptions, assets, entitlements, invoices, usage, and consumption.

360° Customer View

Demonstrates adding seats, creating renewals, canceling, and reconfiguring bundles within Salesforce, including scheduling future-dated changes.

Making Real-Time Customer Changes

Highlights cross-connecting capabilities to calculate revenue impact over time and a full history to audit changes by sales, CS, and finance teams.

Tracking Revenue Impact and History

Describes the intuitive checkout flow for creating quotes or orders, making complex prorations and coterminations easy.

Amazon-Like Shopping Experience

Covers midterm changes, co-terming, subscription upsells, extensions, and renewals while providing finance teams with clear ARR deltas.

Handling Complex Upgrades and Renewals

Shows how to embed the cart module into your application so customers can view pricing and make changes that sync back to Salesforce, reducing costs.

Extending Self-Service to Customers

Summarizes how New’s Lifecycle Manager streamlines lands and expands in Salesforce, empowering teams to manage everything without finance intervention.

Solution Summary and Benefits

Encourages getting a demo, and shares a testimonial on how existing support teams manage upsells and renewals efficiently using New.

Next Steps and Customer Success

Nue - Usage Accelerator

In this video, you will see a demo of New Usage, a tool that helps SaaS companies add usage-based pricing. You’ll learn how sales reps can quote usage fees easily in Salesforce. You’ll see how product and engineering teams track customer usage with an API or simple file upload. You’ll watch finance and operations view clear usage analytics, invoices, and billing. It supports tiered, pay-as-you-go, and credit models too. New Usage solves the hard work of tracking, rating, and billing usage across teams.

Introduction to the News Usage Grow revenue demo and what you’ll learn.

Welcome and Demo Overview

Explains how paying for actual use creates fairness, cost-efficiency and drives customer adoption by avoiding unused fees.

Why Usage-Based Pricing Matters

Outlines the cross-functional hurdles: training sales, building tracking and billing systems, managing finance and operations coordination.

Challenges of Adding Usage Pricing

Introduces New’s platform that automates usage quoting, real-time collection and rating, and integrates seamlessly into your systems.

New’s Automated Usage Solution

Shows how sales and CS teams use New in Salesforce to quote tiered pricing, add usage to bundles and get clear invoice views.

Sales and Customer Success Experience

Describes the New Admin panel for real-time usage analytics, trend tracking, and easy data collection via API or CSV uploads.

Operations and Analytics Tools

Highlights how finance can see rated versus billed usage on each invoice, track past dues, and eliminate manual billing tasks.

Finance and Billing Insights

Recaps how News Usage Accelerator helps you launch usage models quickly, with a call to action to learn more and request a demo.

Summary and Getting Started

A customer shares how New lets them combine subscription, usage and one-time fees in one solution, simplifying quoting, finance and billing.

Customer Testimonial: Flexible Pricing

Nue - PLG & Direct Sales

In this video you will see New’s Product Led Growth solution. It shows how to join website sales, in-app self-service, and direct sales inside Salesforce. You will learn how to add pricing and a shopping cart on your website using New’s UI or API, how Stripe handles payments, and how customers can change their plan in your app. You’ll see how all orders flow into Salesforce, give teams an Amazon-style checkout, cut expansion costs, and flag growing users for extra support.

Welcome to the demo of New’s Product Led Growth solution, which unifies self-service expansion and direct sales in Salesforce.

Introduction to Product Led Growth

Outlines the complexity SaaS companies face when aligning website sales, direct sales, and in-app self-service while managing data and avoiding channel conflict.

Challenges of Multi-Channel Sales

Shows how New integrates all sales motions into Salesforce to centralize customer data, automate processes, gain insights, and personalize experiences.

Connecting Sales Channels in Salesforce

Explains how to use New’s API or UI components to add pricing and cart features to your website, with transactions flowing into Salesforce and Stripe payment integration.

Embedding Pricing and Cart Functionality

Describes extending the cart into your application so customers see unique pricing, make changes in-app, and push updates back to Salesforce, reducing expansion costs.

Self-Service Cart Module

Recaps how New’s solution creates a seamless sales strategy across channels in Salesforce and invites viewers to learn more or request a demo.

Solution Summary and Demo Invitation

Explains how combining self-service and direct sales lets you track customer growth and transition high-usage customers to dedicated support or CSMs.

Scaling from Self-Service to Direct Sales

Nue - Quote Builder

This video demo shows New, a flexible quote builder inside Salesforce. You’ll see how sales reps click one button to start a quote and avoid messy spreadsheets. New picks the right prices for each customer, lets you add bundles, plans, services, and goods, and set custom discounts on the spot. You’ll learn how to send quotes for approval by email or Slack, and use DocuSign or PandaDoc to get quick signatures. It also tracks sales numbers and handles renewals and upsells. New makes quoting fast, simple, and accurate.

Welcomes viewers and outlines three common quoting methods (spreadsheets, custom Salesforce, traditional CPQ), highlighting their drawbacks.

Introduction & CPQ Challenges

Introduces New as a native Salesforce tool; explains how reps launch and configure quotes with customizable screens and automated price book selection.

Salesforce-Native Quote Builder

Shows how to quickly search custom product packages and support mixed price models, including subscriptions, usage, services, and bundles with discounts.

Configuring Products & Pricing Models

Demonstrates ramp discounts, dynamic price tag edits on the fly, total quote breakback discounts, and line-by-line discounting without disrupting standard pricing.

Advanced Pricing & Discounting

Outlines real-time ACV, ARR, MRR, and TCV metrics per line item, plus line-level approval workflows and notification options for deal desks.

Revenue Metrics & Approvals

Explains integration with e-signature and contract lifecycle tools (DocuSign, Ironclad, PandaDoc, Conga) for sending and signing quotes directly from Salesforce.

E-Signature & Order Management

Highlights New’s capabilities beyond new business, handling prorations, upsells, coterms, and renewals for full quote-to-revenue lifecycle.

Complete Lifecycle Management

A live example of updating quantities to instantly recalculate pricing, showcasing ease and flexibility for reps in various economic scenarios.

Live Pricing Flexibility Demo

Nue - Revenue Analytics

In this demo, you will see how New Revenue Analytics brings together CRM, billing, payments, and accounting data in one place. You’ll learn to track real-time metrics like MRR, ARR, upsells, cancellations, and churn. The video shows you easy dashboards inside Salesforce, how to slice and dice data, and drill into customer segments. You’ll see clear charts and learn how to export data to other tools. This tool stops manual reporting and helps you make faster, smarter revenue decisions.

Welcome to News Revenue Analytics, offering clean, real-time analytics across your entire customer journey to help you achieve revenue goals.

Demo Introduction

SaaS companies often struggle to track revenue accurately due to multiple factors that complicate reporting and insights.

Why Tracking Revenue Is Challenging

Complex pricing and billing models, varied plans and payment methods, plus frequent upsells, cross-sells and cancellations make revenue tracking difficult.

Pricing & Subscription Complexity

Integrating customer and transaction data across CRM, billing, payments, commerce and accounting systems, along with large usage datasets, is a major challenge.

Data Integration & Volume Hurdles

Many teams manually assemble revenue reports from scattered sources, leading to duplication, silos, inconsistencies and no real-time visibility into trends.

Manual Reporting & Missing Real-Time Insights

News’ Universal Data Model unifies CRM to ERP data, centering the customer and delivering real-time metrics like ARR, TCV, MRR and key performance indicators.

Introducing the Universal Data Model

As a native Salesforce app, News lets reps spin up dashboards for renewals, whitespace and more—without taking snapshots—directly in Salesforce.

Salesforce-Native Dashboards

A full data pipeline captures every revenue change over time. Use out-of-the-box or custom dashboards, drill into trends on upsells, churn and growth, and export to any BI tool.

Advanced Analytics & Customization

News Revenue Analytics empowers data-driven decisions and rapid revenue optimization in real time. Learn more and request a demo at New IO.

Summary & Call to Action

Customers report faster, proactive responses to data requests using News analytics in Salesforce, replacing manual reports and pivot tables.

Customer Testimonial

 CEO, CRO, Revenue Operations, Finance Operations, Sales Operations, Business Systems

- **Unified Platform**: Manage pricing, quoting, selling, billing, and revenue tracking all in one system.
- **Flexible Pricing Models**: Easily set up different pricing strategies like subscriptions or usage-based pricing.
- **Real-Time Analytics**: Get up-to-date insights into sales and revenue to make informed decisions.
- **Salesforce Integration**: Works seamlessly with Salesforce to streamline sales and finance processes.
- **Automated Billing**: Simplifies the billing process, reducing manual work and errors.

features

For detailed legal information, you can visit Nue.io's [Privacy Policy](https://www.nue.io/privacy-policy/) and [Terms of Service](https://www.nue.io/terms-of-service/).

legal_info

Nue.io is designed for businesses of various sizes, from small startups to large companies. It's especially useful for:

- Sales Teams
- Finance Teams
- Revenue Operations Teams
- Business Analysts
- Product Managers

Industries that benefit from Nue.io include:

- Software as a Service (SaaS)
- Technology
- Finance
- E-commerce
- Telecommunications

company_icp

Companies use Nue.io for:

- **Implementing Hybrid Pricing Strategies**: Combining different pricing models to attract more customers.
- **Automating Sales Processes**: Reducing manual tasks in sales to close deals faster.
- **Enhancing Revenue Operations**: Streamlining the entire revenue process from quote to cash.
- **Improving Financial Reporting**: Providing accurate and timely financial data for better decision-making.
- **Scaling Business Operations**: Supporting growth by handling increased sales and billing activities efficiently.

use_cases

Nue.io stands out by offering a comprehensive platform that combines pricing, quoting, selling, billing, and revenue recognition in one place. This integration allows businesses to manage their revenue processes more efficiently and adapt quickly to market changes. Their user-friendly design and seamless integration with Salesforce make them a preferred choice for companies looking to modernize their revenue operations.

company_uniqueness

Nue.io is a company that helps other businesses manage their money-making processes more easily. They provide tools that allow companies to set prices, create quotes, sell products, send bills, and keep track of their earnings all in one place. This makes it simpler for businesses to handle their sales and finances without using many different systems.

company_summary

Some notable customers of Nue.io include:

- **Procurify**: A company that improved its sales processes and revenue tracking using Nue.io.
- **Iodine**: Enhanced its billing and financial operations with Nue.io's platform.
- **Mews**: Streamlined its pricing and quoting strategies through Nue.io's tools.

best_customers

Nue.io offers various pricing plans tailored to different business needs. For specific pricing details, it's best to contact them directly through their website.

Nue - Quote Builder

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