What is a Volume-Based Price Override?
In Quotivity, a volume-based price override lets you set different prices for a product based on how many units a customer buys. The more they buy, the less they pay per unit. This pricing strategy is great for encouraging customers to purchase in higher quantities while still giving your sales team the flexibility they need.
When Would You Use This?
Let’s say you sell software licenses, and you want to offer discounts for bulk purchases. With volume-based pricing, a customer who buys 100 licenses can get a better price per unit than one who only buys 10. This setup keeps your pricing consistent and automated across quotes.
How to Set Up a Volume-Based Price Override
1. Go to the Price Book
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In the left menu, click on Pricing > Price Books.
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Select the price book you want to edit.
2. Open the Products & Prices Tab
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Click the “Products & Prices” tab.
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You'll see the products already in your price book.
3. Click the Pencil Icon ✏️
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Hover over the product you want to edit and click the pencil icon next to its price.
4. Override the Price by Volume
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In the pop-up modal, choose “Override By: Volume.”
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Add tiers using the “First Unit” and “Last Unit” fields.
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Set a Price per Unit for each tier.
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Click Override to save.
What It Looks Like When Quoting
Once volume pricing is saved, any new quote using that price book will apply the correct price based on quantity. Go open up the Quotivity quote builder on any deal, select the price book you made the change to and add the product to the quote
Example:
If a sales rep selects 85 units of this product in a quote:
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The price per unit automatically adjusts to $175.00 (based on your tiers above).
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The total is calculated as 85 × $175.00 = $14,875.00.
Tips and Best Practices
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Use clear tier breaks: Make sure your volume tiers don’t overlap and cover all expected quantities.
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Test your pricing: Add different quantities to a quote to confirm that the correct tier is being applied.
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Start small: Try one or two products first to get familiar with the override feature.
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Keep descriptions clear: Use product names that reflect the pricing model (e.g., “Volume Based Product”).