# Pricing Review Template, Free to Fill In Source: https://nerix.ai/templates/pricing-review Review your prices against costs, margins, competitors and customers, then decide what to keep or change. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/pricing-review) ### Pricing review **Company:** Brightwater Analytics **Covers:** Starter, Team and Business plans **Led by:** Omar Haddad, Head of Finance **Date:** 15 January 2031 **Currency:** EUR ## 1. Current prices | Product | Price | | Starter | 29 a month | | Team | 99 a month | | Business | 299 a month | ## 2. Costs and margins | Product | Cost | Margin | | Starter | cost to serve 8 | margin 72 percent | | Team | cost to serve 31 | margin 69 percent | | Business | cost to serve 140 | margin 53 percent | ## 3. What the numbers show Team sells best. Business has the most discounts, 25 percent on average. Starter customers upgrade after 5 months. ## 4. The market Two main rivals raised prices by 8 to 10 percent last year. A new free tool exists for small teams. Prices checked on their own pages on 10 January 2031. ## 5. What customers say In interviews, customers care more about support than price. Some find Business too costly for 20 users. ## 6. Options A. Keep prices B. Raise Team and Business by 7 percent C. Add a plan between Team and Business D. Cut discounts above 15 percent ## 7. Expected effect | Option | Effect | | B | revenue up about 5 percent, some customers may leave | | C | fills a gap, needs new work | | D | revenue up 3 percent | ## 8. Decision Option B and D together, from 1 April 2031 ## 9. Telling customers Email 60 days before. Existing customers keep their price for 12 months. **Next review:** January 2032 Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A pricing review to check if your prices still fit your costs, customers and market: current prices, margins, comparisons, options and a decision. Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### Company For example: Brightwater Analytics - ### Products or services reviewed For example: Starter, Team and Business plans - ### Review led by For example: Omar Haddad, Head of Finance - ### Review date For example: 15 January 2031 - ### Currency For example: EUR - ### Current prices One row for each product. For example: Starter | 29 a month Team | 99 a month Business | 299 a month - ### Costs and margins One row for each product. For example: Starter | cost to serve 8 | margin 72 percent Team | cost to serve 31 | margin 69 percent Business | cost to serve 140 | margin 53 percent - ### What the numbers show Sales, discounts, churn and upgrades. For example: Team sells best. Business has the most discounts, 25 percent on average. Starter customers upgrade after 5 months. - ### The market Date your checks. For example: Two main rivals raised prices by 8 to 10 percent last year. A new free tool exists for small teams. Prices checked on their own pages on 10 January 2031. - ### What customers say (optional) optional Quotes and survey results. For example: In interviews, customers care more about support than price. Some find Business too costly for 20 users. - ### Options One per line. For example: A. Keep prices B. Raise Team and Business by 7 percent C. Add a plan between Team and Business D. Cut discounts above 15 percent - ### Expected effect of each option One row for each option. For example: B | revenue up about 5 percent, some customers may leave C | fills a gap, needs new work D | revenue up 3 percent - ### Decision For example: Option B and D together, from 1 April 2031 - ### How and when customers are told (optional) optional For example: Email 60 days before. Existing customers keep their price for 12 months. - ### Next review For example: January 2032 Sales and marketing ## What is inside The parts of this document, in order. - 1 1. Current prices - 2 2. Costs and margins - 3 3. What the numbers show - 4 4. The market - 5 5. What customers say - 6 6. Options - 7 7. Expected effect - 8 8. Decision - 9 9. Telling customers Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=pricing-review) ### Was this template helpful? Sales and marketing ## Questions people ask ### What details does this template ask for? The form asks for 15 details, starting with Company, Products or services reviewed, Review led by, Review date, Currency. 2 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these marketing templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do I need a customer's permission for a case study? Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it. ### Can nerix improve the wording? Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. 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Sales and marketing](https://nerix.ai/templates/customer-churn-review) [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Sales and marketing](https://nerix.ai/templates/sales-marketing)