Multi-year quotes with total contract value on every page

What contract terms and TCV do

A monthly price tells the buyer what the next invoice looks like. A multi-year deal needs one more number: what they are committing to over the life of the contract. That number is total contract value.

forquotez attaches a contract term to the quote and calculates TCV for you:

TCV = monthly total x term in months + one-time fees - one-time credits

• The monthly total already includes quarterly or annual billing cycle discounts, so TCV reflects the cycle pricing the buyer pays.
• One-time fees are the sum of one-time lines such as setup, implementation or hardware.
• One-time credits are the First-invoice credit pool from per-line discounts given as a one-time credit.

Terms come from a fixed list: 1, 3, 6, 12, 18, 24, 36, 48 and 60 months. The list keeps reps from quoting a term length your billing team has no process for. Terms display as years where that reads better, so 24 months shows as "2 years".

How it works on a live call

Each form can set a default term in its pricing settings. When a rep runs the form, the save panel preselects that default, and the rep can override it for the quote in front of them.

When a term is set, the runner sidebar shows a TCV row. That makes the term conversation concrete while you present the quote live. If the buyer asks what a three-year commitment looks like against a one-year commitment, you can show both figures instead of promising to send them later.

If no term is set, no TCV row appears anywhere. The quote shows monthly and one-time totals only, which is right for one-off projects and month-to-month services.

Sample walkthrough: a 36-month quote

This is an example with made-up companies and made-up figures. Calderwood Systems (fictional) is quoting a three-year agreement to Brightwater Logistics (fictional).

On the call, the rep gives the $1,500 concession as a one-time credit on the implementation line instead of lowering the monthly rate. The buyer sees a First-invoice credit row and the TCV row update together. The monthly price that will repeat for three years stays where it was.

She selects 36 months in the save panel and saves. The same TCV figure now appears on the share page and in the PDF.

Where TCV shows up after you save

With a term set, the TCV row appears in four places:

• The runner sidebar, while the rep builds the quote.
• The public share page the buyer opens.
• The quote detail page inside the app.
• All three PDF templates: Modern, Executive and Bold.

The term is frozen into the quote snapshot at save time. Changing a form's default term later does not alter saved quotes. Cloning a quote carries the original term forward, and you can change it on the clone before saving.

If HubSpot is connected and a term is set, the deal amount pushed to HubSpot is the TCV, and the deal description gets a line stating the term and TCV. Without a term, the deal amount falls back to the monthly plus one-time total.

What it replaces and what it pairs with

This replaces the side spreadsheet where someone multiplies a monthly figure by a term and tries to remember whether the setup fee and the credit were counted. The number on the quote, the PDF and the CRM deal is the same number, calculated once.

It pairs naturally with one-time credits in the runner, and with the free TCV and ACV calculator if you want to sanity-check a deal structure before you build the form. If your team also reports on annualized figures, remember that annual contract value is a different measure from TCV.