Pricing Configuration Manager

SS
Student Services

Base & Add-ons

Base Price Human+AI (per headcount/year)

AI Only Base Price (per headcount/year)

SMS Notifications

Ticketing System

After-Hours Only Discount (%) Percentage discount applied to base+adjustment price for after-hours only service 📋 When enabled: Hours of Support changes to "5PM to 8AM"

Interaction Multiplier Multiplier for calculating expected interactions based on headcount

Minimum Price ($) Minimum annual price threshold for this product

Cost Per Interaction

Human: Global ($ per interaction) Cost for human agent interactions with global support

Human: Domestic ($ per interaction) Cost for human agent interactions with domestic support

AI Agent ($ per interaction) Cost for AI agent interactions

Worst Case Scenario Multiplier Multiplier for worst case scenario interaction volume calculations

Headcount Tier Adjustments

Under 1,500 headcount

1,500 - 2,499 headcount

2,500 - 4,999 headcount

10,000 - 19,999 headcount

20,000+ headcount

IT
IT & LMS

Base & Add-ons

Base Price Human+AI (per headcount/year)

AI Only Base Price (per headcount/year)

SMS Notifications

Global Deployment (discount)

Ticketing System

After-Hours Only Discount (%) Percentage discount applied to base+adjustment price for after-hours only service 📋 When enabled: Hours of Support changes to "5PM to 8AM"

Interaction Multiplier Multiplier for calculating expected interactions based on headcount

Minimum Price ($) Minimum annual price threshold for this product

Cost Per Interaction

Human: Global ($ per interaction) Cost for human agent interactions with global support

Human: Domestic ($ per interaction) Cost for human agent interactions with domestic support

AI Agent ($ per interaction) Cost for AI agent interactions

Worst Case Scenario Multiplier Multiplier for worst case scenario interaction volume calculations

Headcount Tier Adjustments

Under 1,500 headcount

1,500 - 2,499 headcount

2,500 - 4,999 headcount

10,000 - 19,999 headcount

20,000+ headcount

AD
Admissions

Base & Add-ons

Base Price Human+AI (per headcount/year)

AI Only Base Price (per headcount/year)

SMS Notifications

Ticketing System

After-Hours Only Discount (%) Percentage discount applied to base+adjustment price for after-hours only service 📋 When enabled: Hours of Support changes to "5PM to 8AM"

Interaction Multiplier Multiplier for calculating expected interactions based on headcount

Minimum Price ($) Minimum annual price threshold for this product

Cost Per Interaction

Human: Global ($ per interaction) Cost for human agent interactions with global support

Human: Domestic ($ per interaction) Cost for human agent interactions with domestic support

AI Agent ($ per interaction) Cost for AI agent interactions

Worst Case Scenario Multiplier Multiplier for worst case scenario interaction volume calculations

Headcount Tier Adjustments

Under 1,500 headcount

1,500 - 2,499 headcount

2,500 - 4,999 headcount

10,000 - 19,999 headcount

20,000+ headcount

SS
Student Services - Included Items

Included Items (one per line): These items will appear inline with product names in the pricing breakdown

IT
IT & LMS - Included Items

Included Items (one per line): These items will appear inline with product names in the pricing breakdown

AD
Admissions - Included Items

Included Items (one per line): These items will appear inline with product names in the pricing breakdown

Definitions for Assumptions Document

Definitions (JSON format - array of objects with 'term' and 'definition' properties): These definitions will appear in the Assumptions PDF document

General Assumptions for Document

General Assumptions (one per line): These general assumptions will appear in the Assumptions PDF document

SS
Student Services - Assumptions Data

Scope of Support

SLA Metrics

Interaction Limitations

IT
IT & LMS - Assumptions Data

Scope of Support

SLA Metrics

Interaction Limitations

AD
Admissions - Assumptions Data

Scope of Support

SLA Metrics

Interaction Limitations

Additional Services

Additional Integration Cost (one-time)

Implementation Fee (% of Year 1 total)

Yearly Price Uplift (%)

AI Only Minimum Contract Value ($) Minimum total contract value when AI Only mode is selected

Discount Settings

Default Partner Discount ($ per year) Default dollar amount for partner discounts

Default Partner Discount Mode:

Percentage Dollar Amount

Default mode when partner discount is enabled (Dollar Amount is recommended)

Partner Discounts (% off final yearly cost)

Default Partner Discount Percentage (%) Default percentage when percentage mode is selected

Under 1,500 headcount (%)

1,500 - 2,499 headcount (%)

2,500 - 4,999 headcount (%)

10,000 - 19,999 headcount (%)

20,000+ headcount (%)

Portco Discount (% off final yearly cost)

Portco Discount Percentage (%) Flat discount percentage applied to all contracts, regardless of headcount tier

AI Configuration

Set the default percentage of interactions handled by AI for each year of the contract.

Year 1 AI %

Year 2 AI %

Year 3 AI %

Year 4 AI %

Year 5 AI %

Headcount Tier Ranges

Tier 1 Max Headcount (Under X)

Tier 2 Min Headcount

Tier 2 Max Headcount

Tier 3 Min Headcount

Tier 3 Max Headcount

Tier 4 Min Headcount

Tier 4 Max Headcount

Tier 5 Min Headcount (20K+)

Statement of Work (SOW) Content

This content will be included in the SOW PDF when generated from the pricing calculator.

SOW HTML Content

<h2>Scope of Work</h2>
<p>This Statement of Work ("SOW") describes the services to be provided by BlackBeltHelp ("Provider") to the Client.</p>

<h3>1. Services Overview</h3>
<p>Provider will deliver AI-powered student support services as outlined in the pricing proposal, including:</p>
<ul>
    <li>24/7 student support through multiple channels (chat, email, phone)</li>
    <li>AI-assisted ticket resolution and routing</li>
    <li>Integration with existing institutional systems</li>
    <li>Regular reporting and analytics</li>
</ul>

<h3>2. Implementation Timeline</h3>
<p>The implementation will follow this schedule:</p>
<ul>
    <li><strong>Week 1-2:</strong> Initial setup and system configuration</li>
    <li><strong>Week 3-4:</strong> Integration testing and agent training</li>
    <li><strong>Week 5-6:</strong> Pilot launch with limited scope</li>
    <li><strong>Week 7-8:</strong> Full production deployment</li>
</ul>

<h3>3. Deliverables</h3>
<p>Provider will deliver:</p>
<ul>
    <li>Fully configured support platform</li>
    <li>Trained support agents</li>
    <li>Integration with Client's systems</li>
    <li>Monthly performance reports</li>
    <li>Quarterly business reviews</li>
</ul>

<h3>4. Client Responsibilities</h3>
<p>Client will provide:</p>
<ul>
    <li>Access to necessary systems and APIs</li>
    <li>Designated project manager</li>
    <li>Timely feedback and approvals</li>
    <li>Training materials and knowledge base content</li>
</ul>

<h3>5. Success Metrics</h3>
<p>Success will be measured by:</p>
<ul>
    <li>Average response time under 2 minutes</li>
    <li>First contact resolution rate above 70%</li>
    <li>Student satisfaction score above 4.5/5</li>
    <li>System uptime of 99.9%</li>
</ul>

<h3>6. Terms and Conditions</h3>
<p>This SOW is subject to the terms and conditions outlined in the Master Service Agreement between Provider and Client.</p>

Tips: Use standard HTML tags for formatting. The institution name will be automatically inserted where you see [Institution Name] or "Client".

📄 PDF Personalization Settings

Configure default sender information and "Why Choose" content that appears in generated PDFs.

✍️ Default Sender Information

Default Sender Name: Your name that appears on PDFs

Default Sender Title: Your title that appears on PDFs

Company Name: Company name (usually BlackBeltHelp)

"Why Choose" Content Editor

Customize the "Why Choose BlackBeltHelp" page content. This content will appear in all pricing proposal PDFs.

Introduction Paragraph: Opening paragraph for the Why Choose page

Experience Section Title:

Experience Section Content:

Technology Section Title:

Technology Section Content: Use double line breaks (press Enter twice) to separate paragraphs

Vision Section Title:

Vision Section Content:

ℹ️ Note: This content is stored in configuration and will be used for all PDFs. Individual proposals can only customize the date and recipient information in the calculator.

HubSpot Connection Settings

Status: Disabled

Enable HubSpot Integration Enable automatic PDF upload to HubSpot CRM

Private App Credentials

Portal ID Your HubSpot account number — find it in your HubSpot URL (e.g. app.hubspot.com/contacts/12345678)

Access Token From HubSpot → Settings → Integrations → Private Apps → your app → Access Token

Document Upload Settings

Application Base URL The public URL of this application. Used in HubSpot notes to link back to estimates. Leave blank to use the current browser URL.

Auto-create deal if none exists Automatically create a new deal when uploading documents

Remember last selected record Pre-select the last used record for the same institution

Add timeline activity Create a note in the HubSpot timeline when uploading documents

SignNow E-Signature Settings

Status: Disabled

Enable SignNow Integration Enable e-signature functionality for pricing proposals

API Credentials

Find these in your SignNow Dashboard → Apps & Keys → select your app.

Use Sandbox Environment Check to use api-eval.signnow.com for testing

Basic Authorization Token

OAuth 2.0 tab → copy the Basic Authorization Token

SignNow Account Email The email for the SignNow account that will send documents

SignNow Account Password

Pricing Configuration

SSStudent Services

Base & Add-ons

Cost Per Interaction

Headcount Tier Adjustments

ITIT & LMS

Base & Add-ons

Cost Per Interaction

Headcount Tier Adjustments

ADAdmissions

Base & Add-ons

Cost Per Interaction

Headcount Tier Adjustments

SSStudent Services - Included Items

ITIT & LMS - Included Items

ADAdmissions - Included Items

Pricing Assumptions

Visibility Rules (Leave empty to show for all selections)

Definitions for Assumptions Document

General Assumptions for Document

SSStudent Services - Assumptions Data

Scope of Support

SLA Metrics

Interaction Limitations

ITIT & LMS - Assumptions Data

Scope of Support

SLA Metrics

Interaction Limitations

ADAdmissions - Assumptions Data

Scope of Support

SLA Metrics

Interaction Limitations

Additional Services

Discount Settings

Partner Discounts (% off final yearly cost)

Portco Discount (% off final yearly cost)

AI Configuration

Headcount Tier Ranges

Statement of Work (SOW) Content

📄 PDF Personalization Settings

✍️ Default Sender Information

"Why Choose" Content Editor

HubSpot Connection Settings

Private App Credentials

Document Upload Settings

SignNow E-Signature Settings

API Credentials

SS
Student Services

IT
IT & LMS

AD
Admissions

SS
Student Services - Included Items

IT
IT & LMS - Included Items

AD
Admissions - Included Items

SS
Student Services - Assumptions Data

IT
IT & LMS - Assumptions Data

AD
Admissions - Assumptions Data