Number of Seats/Users: SalesManager offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows SalesManager that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from SalesManager. SalesManager reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: SalesManager offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from SalesManager. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: SalesManager often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase our internal data shows that SalesManager (North Boundary) is delivering strong value to commercial service contractors, especially around speed, visibility, and margin control.

From what our Spendbase clients share, the biggest upside clusters into a few themes:

1) Time savings and efficiency
– Faster estimate preparation and proposal generation
– Centralized workflows for:
– Client information
– Estimating
– Proposal writing
– Job and project tracking
– Less tool-switching since “everything runs through” one main project management feature

2) Better control over profitability
Clients highlight the worksheet and cost-structure features as key:
– Ability to input burden rates and other critical cost data
– Configure sales margins that ensure profitability
– Run reports to forecast:
– Sales pipeline
– Manpower needs
– Cash flow

This is exactly where we, as discount specialists, see the most budget upside: when pricing, margins, and operational data are in one place, discounting can be more strategic and less guesswork.

3) Sales process and visibility
Our data shows that SalesManager is used as a structured sales engine:
– Clear, repeatable sales process
– Easy viewing of all estimates across users
– Tracking of daily sales numbers and overall performance
– Managing contacts, proposals, and bids in a single system

4) Where clients see room for improvement
Spendbase clients are generally happy, but they consistently point to a few gaps:
– Document / template formatting:
– Agreement formatting sometimes needs manual clean-up in Word
– Template management feels difficult for some users
– Training and onboarding:
– Users want more accessible, role-based online training
– Takeoff capabilities:
– All takeoff details must be entered manually
– Desire for more built-in takeoff automation

From a Spendbase cost-optimization angle, this means:
– You’re getting strong ROI on proposal speed, margin control, and sales visibility.
– There may be hidden “time costs” around template formatting and manual takeoff entry.
– Investing in better internal training can unlock more value from features you’re already paying for.

In short, our internal data shows SalesManager is a high-impact core system for commercial contractors’ sales operations, with the best returns coming when cost data, margins, and sales tracking are fully and consistently used.