New Tenant Checklist

1. Complete Company & Legal Entity Setup

• Navigate to Settings → Company Settings → New Entity.
• Upload your company logo and address—these will show up on customer-facing quotes and invoices.
• Optionally, create separate entities for different geographies or sub-brands to handle styling, currencies, or catalogs uniquely.

2. Set Billing & Contact Details

• Decide whether your billing address (used for invoices, taxes) and contact address (for communication) are different, and organize them accordingly in the system.

3. Invite Your Team & Assign Roles

• Add team members and assign roles like Tenant Admin, Sales Admin, Billing Admin, etc., based on

• Example structure:

• RevOps Manager → Tenant Admin (full access)

• Sales Manager → Sales Manager role (Create/Edit sales teams & view all quotes)

• Finance/Billing → Billing Admin or Billing Read-Only roles

4. Decide on Proration Method

• For subscription products where changes occur mid-billing period, choose between:

  • Day-Based Proration: Calculates charge based on actual days used (e.g., $120/year x days used ÷ 365)
  • Month-Based Proration: Counts full months and applies proration only to the final partial month

• Make this decision upfront—this affects how invoices are calculated when customers upgrade/downgrade mid-cycle.

5. Design Your Product Catalog Structure

• Start by defining your core products:

  • Are they subscription-based, usage-based, one-time, or a mix?
  • Will you include minimum usage commitments?

• Create Products, then group them into Offerings (bundles or standalone).

• Define Rates with pricing frequency (monthly, annual), pricing model (flat, volume, tiered, custom etc.).

• Keep names and descriptions clear, using consistent naming conventions for a great quoting experience

6. Plan Renewal Pricing Strategy

• Decide if you'd like to apply a price uplift on renewals, such as a fixed or maximum percentage increase. This will be clearly shown on renewal quotes to avoid surprises.

7. Set Up Quote Defaults & Terms

• Upload or configure MSAs, Quote headers/footers, and Terms & Conditions under Settings → Quote Settings.
• Use conditional logic (“If-this-then-that”) to apply the right terms automatically based on deal specifics.([MonetizeNow][1])

8. (Optional) Integrations & Technical Setup

• API Key: If you’re integrating other systems, generate one under Settings → API Keys and store it securely.
• CRM/Accounting/Tax integrations: Set up tools like Salesforce, QuickBooks, Stripe, Anrok, Avalara etc., as needed.
• Webhooks: Configure webhooks for real-time events like invoice.created, subscription.updated, etc.

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Summary Table