Period
Showing every quote since the wizard launched · Newest quote 30 Jul 202602Quoted value · Who and what carries it
Ten quotes carry 44% of annualised quoted value.
Half of all quoted value sits in the top 14 quotes out of 426. The single largest, The Children's Mercy Hospital, is worth $1.42M on its own. Manage the top of this list deal by deal; manage the rest by process.
Total annualised
$10.9M
426 priced quotes
Largest single quote
$1.42M
The Children's Mercy Hospital
In the top ten
44%
$4.80M of $10.9M
Above $250k
10
Carrying $4.80M at 26% discount
Exhibit 2.1
The top 3% of quotes account for half the quoted value.
Source: ubs_pe_pricingexhibitpackagesv2 rolled up per quote, ranked largest first.
Exhibit 2.2
$4.80M of quoted value comes from just 10 quotes above $250k.
Source: quotes banded on total annualised quoted value. Hover for quote counts and average discount.
Exhibit 2.3
Monthly quoted value peaked at $4.76M, driven by deal size rather than volume.
Source: quotes grouped by creation month. The final month is partial.
Exhibit 2.4
The opportunity-size tag measures the quote, not the customer, so it understates large accounts.
Large ($150K-500k)
15 quotes · $271,796 average
$4.08M
Mid-Market ($50k-150k)
37 quotes · $92,190 average
$3.41M
Enterprise ($500k+)
2 quotes · $967,463 average
$1.93M
SMB ($10k-50k)
47 quotes · $21,366 average
$1.00M
Micro ($0k-10k)
325 quotes · $1,514 average
$492k
Source: opportunitysize on the quote, against measured annualised quoted value.
Exhibit 2.5
New business is quoted more heavily than every upsell motion combined.
- New Business$5.33M49%
- Upsell/Cross Sell – Package$3.62M33%
- Upsell/Cross Sell – Product$1.46M13%
- New Business – Returning Customer (6 months+)$509k5%
- Upsell/Cross Sell – New ID$3600%
Source: the logotype field, which records deal type despite its name.
Exhibit 2.6
Bundled flat-rate packages carry almost all the quoted value.
- Bundled: All Locations for a Flat Rate$10.5M97%
- Not Applicable$348k3%
- Non-Bundled: All Locations, Changed Per Location$23k0%
Source: packagetype on ubs_pe_pricingexhibitpackagesv2, non-template quotes only.
Exhibit 2.7
The largest accounts are also the most heavily discounted.
25 rows
| The Children's Mercy Hospital | 1 | $1,418,325 | 30% | Enterprise ($500k+) | Jose Ochoa |
| Exxat LLC | 1 | $516,600 | 30% | Enterprise ($500k+) | Vbarajas |
| Community Bridges | 2 | $514,434 | 25% | Large ($150K-500k) | Ian Miller |
| Vanderbilt University | 1 | $473,363 | 25% | Large ($150K-500k) | Jellington |
| Hoag Hospital-01152025 | 1 | $440,052 | 25% | Large ($150K-500k) | Jose Ochoa |
| Grifols Shared Services NA | 3 | $419,435 | 17% | SMB ($10k-50k) | Lquintana |
| University of Central Florida Health Sciences Program | 1 | $390,000 | 25% | Large ($150K-500k) | Vbarajas |
| UCLA | 1 | $327,467 | 25% | Large ($150K-500k) | Ian Miller |
| The Children's Mercy | 1 | $312,615 | 25% | Large ($150K-500k) | Lquintana |
| FocusOne - Titan Medical Group, LLC | 3 | $273,020 | 17% | Mid-Market ($50k-150k) | Jose Ochoa |
| Asante Health System | 2 | $242,716 | 15% | Mid-Market ($50k-150k) | Squinn |
| Hoag Hospital | 1 | $212,145 | 25% | Large ($150K-500k) | Lquintana |
| Ingenovis Health | 3 | $211,926 | 17% | SMB ($10k-50k) | Russell Henderson |
| UIC Health Science Colleges STUDENT PAY 2026 | 1 | $191,794 | 25% | Large ($150K-500k) | Vbarajas |
| Syensqo Group | 2 | $164,208 | 15% | Mid-Market ($50k-150k) | Ehansen |
Source: quotes grouped by company name. Discounts of 25% or more shown in clay.