Savings

A savings record is created when a renewal closes on better terms than the vendor proposed. It shows how the savings were calculated and what fee applies, using the rules on our pricing page. We never invoice from an estimate: a record has to be confirmed against the vendor’s first invoice at the new price.

Endpoints

• GET/v1/savingsList savings
• GET/v1/savings/:idRetrieve a savings record
• GET/v1/savings/summaryTotals for a period
• POST/v1/savings/:id/disputeDispute a calculation

The savings object

{
  "id": "sav_2Zb6Kp",
  "object": "savings",
  "renewal": "ren_1Pq8sT2v",
  "vendor": { "id": "ven_9xKd02", "name": "Acme CRM" },
  "status": "confirmed",
  "baseline": {
    "annual_value": { "amount": 3840000, "currency": "usd" },
    "source": "renewal_notice",
    "document": "doc_77Qe"
  },
  "new_annual_value": { "amount": 2995000, "currency": "usd" },
  "first_year_savings": { "amount": 845000, "currency": "usd" },
  "components": [
    { "lever": "seats", "amount": { "amount": 768000, "currency": "usd" }, "note": "40 → 32 seats" },
    { "lever": "price", "amount": { "amount": 77000, "currency": "usd" }, "note": "Per-seat rate reduced" }
  ],
  "fee_rate": 0.25,
  "fee": { "amount": 211250, "currency": "usd" },
  "confirmed_at": "2027-02-04T09:12:00Z",
  "invoice": "inv_8Jd3",
  "livemode": false
}

List savings

Filter by status, vendor or confirmed_at[gte].

Summary

Totals for a date range, handy for a board deck or an FP&A sync.

curl -G https://api.trimline.tech/v1/savings/summary \
  -H "Authorization: Bearer $TRIMLINE_API_KEY" \
  -d "from=2027-01-01" -d "to=2027-03-31"

{
  "object": "savings_summary",
  "from": "2027-01-01",
  "to": "2027-03-31",
  "renewals_closed": 7,
  "first_year_savings": { "amount": 2114000, "currency": "usd" },
  "fees": { "amount": 528500, "currency": "usd" },
  "net_savings": { "amount": 1585500, "currency": "usd" },
  "by_lever": { "seats": 1012000, "price": 640000, "uplift": 312000, "term": 150000 }
}

Dispute a calculation

If you think a baseline or saving is wrong, dispute it with a short reason. The record moves to disputed, no invoice goes out, and a person on our team replies within two business days.