Demo LibraryVendorBenchmark Start your free Vera AI trial

Course 15 · Branding, currency, billing, and plans

Demo 98 · Platform · 4:30 · narrated by
Share
Your logo on deliverables, the display currency, and reading your plan usage.

What this demo covers

Every deliverable you export carries a brand and a currency. This course sets both, and reads your plan.

Benchmark your own contracts

Your free Vera AI trial opens the benchmarking database, the negotiation guides, and the tools this demo walks through, on your own agreements.

Start your free Vera AI trial

Chapters

Transcript
The brand and the meter

Every deliverable you export carries a brand and a currency. This course sets both, and reads your plan.

Lesson 1 · Your logo on every deliverable

By the end of this lesson you will put your logo on the documents you send. Set it once, and it co-brands the exported CFO brief and the boardroom deck alongside the Vera brand. With no logo set, exports are unchanged.

Your mark on every export

Upload a logo image, and a preview shows how it will sit on a finished document. It is one control, and it changes nothing else, the report reads exactly as before with your mark added at the top. This is co-branding, not a takeover of the page.

Report logo

Export a CFO brief or a boardroom deck to see it applied. The logo travels with the document, so a report you forward to a vendor or a board reaches them looking like your organization's work, not a tool's.

Lesson 2 · Display currency, and the live rate

By the end of this lesson you will set the currency your team sees, and understand one convention. Pick the currency amounts render in, and press save; it applies to the whole workspace, not just to you.

One currency, every screen

The convention matters. This setting never converts a number and never relabels a benchmark. Contract values and spend follow it, but market figures stay stored and labeled in US dollars, so every peer comparison holds no matter what your team enters.

Lesson 3 · Reading your usage

By the end of this lesson you will read your plan and its usage. The page states your plan, its price, and your allowances at a glance.

One plan, stated plainly

Your workspace sits on one plan, and the allowances read in plain terms. Enterprise removes the seat cap and unlocks single sign on, provisioning, and the API; the AI tiers include Vera, briefs, and your own-data uploads on Professional and above.

Your usage this month

Usage this month shows how much of each allowance you have spent, and roughly how many runs remain in the rolling window.

Plans

The sellable plans sit together, each with an upgrade button. If you own the organization and need more, pick a plan and message our team; upgrades are set up and billed by invoice. Not an owner? Ask one, the meter is your evidence.

Lesson 4 · When you have outgrown the tier

The signals you have outgrown a tier are plain, an allowance you keep hitting, a feature behind a gate. Two questions. One, where do you read allowance use? Two, what does display currency never do?

Your turn

Replay a lesson if a question was fuzzy. Now you, check this month's allowance use, three minutes. Next, Course 16, The governance cadence.