1 — Deal basics Pick the Product — the form adapts to it.

Customer Name *

Sales Rep *

Your Email decision sent here

Sales Team *

Product *

Pick a Product to see which sections you'll fill out.

2 — Virtual Card spend & interchange Monthly VC spend and the CSR interchange rate, if one applies.

Avg Monthly Total Spend ($) *

CSR Rate 1

CSR 1 %

More mix options — Class II/III, second CSR rate

Class II % benchmark 18

Class III % benchmark 30

CSR Rate 2

CSR 2 %

2 — Multi-Card spend & interchange Monthly Multi-Card spend and the CSR interchange rate — the shape of nearly every deal.

Avg Monthly Total Spend ($) *

CSR Rate 1

CSR 1 % share of spend

More mix options — Class II/III, second CSR rate, World Elite / Multi-Card+

Class II % benchmark 20

Class III % benchmark 15

CSR Rate 2

CSR 2 %

World Elite / Multi-Card+ Tier

WE Class I %

WE Class II % benchmark 45

WE Class I Override — Give (bps)

WE Class II Override — Give (bps)

Vendor spend w/ Walmart+Apple+Am.Air > 10% (eligibility gate not yet enforced — see engine/README.md)

3 — Your ask The rebate you're offering and any setup-fee concession. Blank = standard book pricing — the easiest deal to approve.

Class I Rebate — Give (bps) 200 = 2.00%

CSR Rate 1 Rebate — Give (bps)

CSR Rate 2 Rebate — Give (bps)

Class I Override — Retain (bps)

CSR Rate 1 Override — Retain (bps)

CSR Rate 2 Override — Retain (bps)

VC / Full AP Rebate — Give (bps)

VC / Full AP Override — Retain (bps)

Set-up fee to charge ($) edit to discount · 0 waives

Book fee is tiered by monthly SOV (e.g. over $5,000 SOV → $5,000) — auto-fills after pricing.

Advanced — Give/Retain structure, non-standard (Class II/III) overrides

VC / Full AP structure

Multi-Card structure

Non-Standard structure

Give = rebate paid to customer (default) · Retain = Corpay keeps the first X bps. Switching flips which boxes show above.

Non-Std Class II Override (bps) book: 50

Non-Std Class III Override (bps) book: 25

Non-Std Retain Override (bps)

4 — Payment terms Days to bill / days to pay. 0 days-to-pay = prepaid (strongest economics).

VC Billing Frequency

VC Days to Pay (1–30; prefund = 0)

Multi-Card Billing Frequency

Multi-Card Days to Pay (1–30; prefund = 0)

Referral partner OptionalOnly if a partner shares the economics.

Partner involved

Referral fee (bps)

SaaS modules & platform fees (Corpay Complete) Optional Platform, integration, and module fees — rare; most deals skip this.

Payment count override (annual, Full AP/Customized AP fee tier only)

Platform

Integration (pick a Platform first)

Integration fee discount ($)

Expense / Invoice Automation / Purchase Order fees each require a compatible Integration selected above — matches Input!AW95/AX95/AY95, which zero these fees out with no Integration chosen.

Expense module

Expense units (users)

Expense fee discount ($)

Invoice Automation module

Invoice Automation units (annual)

IA fee discount ($)

Purchase Order module

PO units (annual)

PO fee discount ($)

Deal context OptionalBackground for the Pricing Model Agent — doesn't change pricing; more context = better judgment (and better odds off book).

Industry

Opportunity Type new logo / expansion / renewal

Signing Bonus ($)

Implementation Costs ($)

Contract Length (months)

Minimum Commitments committed volume / spend floor

Historical Spend ($)

Competitive Situation

Competitor Offer documented pricing, if any

Supplier Mix Quality

Forecast Confidence

Strategic Value Factors logo / expansion / wallet share / platform

Special Terms

Spend Tiers volume/tier commitments — goes to the approver

Justification your case for this pricing — sent to the approver with the deal

CSR Vendors OptionalVendors justifying the CSR rate — required whenever a CSR rate is selected; doesn't change pricing.

Vendor Name	Est. Annual Spend ($)	Rate (bps)

Supporting documents Required over $10K SOV Evidence backing the deal — bank statements, competitor statements, customer emails, Excel/ERP exports (PDF, image, .xlsx, .csv, .eml, .txt; max 10 MB each). the Pricing Model Agent reads these and verifies the deal's claims against them.

…or drag & drop files anywhere in this section

No documents uploaded.

Pricing Deviations (how far off book — single approver, no tiered routing)

Submit the form to price a deal.

Pricing Model Agent (a read on how this deal is likely to land, and how to strengthen it — the full detailed assessment goes to the approver on submission; narrative is AI)

Price a deal first, then run the Pricing Model Agent.

Volume Rebate Tiers the offer's shape — defaults below, all values editable

Up to	Range	Rebate (bps)

Whole-volume mechanics: the tier a month's billed spend lands in applies its rate to all of that month's spend.

Interchange Mix Sensitivity same deal, same asks — economics if the billed mix drifts to each interchange type

Price a deal to see the mix envelope.

Step 13 — Review: Yield Model Summary Results (Input!D54:N75)

SOV by Product (Input!D62:K67, from 'SOV & Yield model' Product SOV Calculation; K66 = monthly SOV)

Monthly SOV (total) editable — down only

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Blended bps Summary (Input!J2:O4, from 'SOV & Yield model' Section 2)

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Spend & Revenue (Input!D56:L59, from 'SOV & Yield model' Sections 1-2)

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Profitability (Input!D68:D75, from 'SOV & Yield model' Section 3: Profitability & Yield)

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Set-up Fee (Input!J49:L52)

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SaaS Module Fees (Corpay Complete)

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