01 / Pricing Wizard
The position
Period
Showing every quote since the wizard launched · Newest quote 30 Jul 2026
01Pricing Wizard · The position

426 quotes since launch carry $10.9M of annualised quoted value.

The new wizard went live on 13 Apr 2026 and replaced the old one within a month. 31 reps have priced 352 companies through it. The value is not spread evenly: read the concentration and the discount gradient before anything else.

Annualised quoted value
$10.9M
Across 1,076 priced packages
Live quotes
426
Of 585 exhibits in the system
Median quote
$1,162
Mean is $25,632, 22x higher
Average discount
12%
Rising to 26% on the largest quotes

What the data says

44%
of quoted value in 10 deals
01 · Watch

Ten quotes carry 44% of quoted value

The ten largest of 426 quotes account for $4,797,291 of $10,919,076. Pipeline reporting that treats every quote as one unit of effort will misread where the value is.

+16 pts
smallest to largest band
02 · Watch

Discount depth climbs from 10% to 26% as deals grow

Quotes under $5k average 10% off. The 10 quotes above $250k average 26%, and they carry $4,797,290. Concession rises exactly where the value concentrates, so a point of discount discipline is worth the most on the fewest deals.

292
quotes under $5k
03 · Watch

69% of quotes carry 2% of quoted value

292 quotes land under $5k and total $254,364. Each one still consumes a build, an approval, and a signature. This is the clearest case for a self-serve or templated path at the low end.

19h
median time to approve
04 · Watch

4 people clear every quote that needs sign-off

415 of 426 quotes are approved, with a median turnaround of 19 hours. Approval authority this concentrated is a scheduling risk long before it is a control problem.

138
quotes in 2026-07
05 · Working

Quote volume moved from 40 to 138 per month since launch

2026-04 opened with 40 quotes. 2026-07 recorded 138, from 26 active reps. The new wizard is carrying real volume, not running as a pilot alongside the old one.

60
empty drafts excluded
06 · Fix

60 abandoned drafts sit at a default 30% discount

Of 585 exhibits, 60 have no packages and 99 are templates. Both are excluded here. Include them and average discount jumps by several points on quotes that were never priced.

Exhibit 1.1

Quote volume reached 138 in Jul '26, from 40 at launch.

0100200Apr '26May '26Jun '26Jul '26
Source: edwdata1.raw.ubs_pe_pricingexhibitsv2, 30 Jul 2026. Excludes templates and unpriced drafts.
Exhibit 1.2

The old wizard stopped within a month of the new one opening.

Old wizardNew wizard
01,0002,000Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26
Source: ubs_pe_pricingexhibits (legacy, by datecreated) and ubs_pe_pricingexhibitsv2. Counts include templates and drafts on both sides for a like-for-like comparison.
Exhibit 1.3

44% of quoted value sits in the 10 quotes above $250k.

$254k<$5k292 quotes$810k$5-25k67 quotes$2.05M$25-100k35 quotes$3.01M$100-250k22 quotes$4.80M$250k+10 quotes
Source: ubs_pe_pricingexhibitpackagesv2 rolled up to the quote. Banded on total annualised quoted value per quote.
Exhibit 1.4

415 of 426 quotes are approved, at a median of 19 hours.

97%
Approved
415 of 426 quotes
19h
Median to approve
Mean is 169h, pulled by a long tail
4
People approving
Concentration detailed in chapter 06
Source: ubs_pe_pricingexhibitsv2 approval fields. Median measured from quote creation to approval.

The analyst’s read