Discount engine
Structured Excel logic calculates fees using the applicable discount type.
EtonHouse Orchard brought ten discount types, parent data collection and a multi-party signing sequence into one agreement process.
Sibling, staff, scholarship and other discount types made manual drafting vulnerable to error. The school also needed a parent liaison and principal step before the family completed the agreement.
Calculate the correct combination of discounts for each family.
Collect missing parent information inside the agreement journey.
Keep the liaison, principal and parent signing sequence in the right order.
Microsoft Excel handles the underlying fee logic, while Zegal turns the result into the correct agreement and moves it through data collection, initialing and sequential completion.
Structured Excel logic calculates fees using the applicable discount type.
Parents can supply missing information inside the agreement process.
Important terms can require an explicit initial before completion.
The agreement follows the required liaison, principal and parent order.
Admissions staff gained a single workflow for fee calculation, parent data and completion instead of manually coordinating each moving part.
Our discount structure is complex. Zegal handled the logic perfectly, so our admissions team just has to click ‘Send’.
Start with the systems, decisions and handoffs around it. We'll map the governed process and the evidence your teams need.