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Adding subscriptions to the quote

How to add subscriptions to the quote

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Written by Ashok P

Once you have added subscriptions to the catalog, you can add them to your quotes.

If you are new to the Subscriptions functionality, check out this article for more details.

Currently, the experience of adding subscriptions to the quote is basic. Stay tuned for updates in the upcoming releases, where this experience will be similar to adding items.

To add one or more subscriptions to the quote:

1/ Go to the "Subscriptions" tab in the Quote Details view.

2/ Type in the name of the subscription in the search bar.

3/ Change the quantity if needed and click "Quick Add" next to the subscription.

The subscription will now be listed with the default length and billing frequency set in the catalog.

For every subscription you add to the quote, you can click it and view its details in the side panel. You can do the following here:

  • Make it client-selectable and allow the client to opt for it.

  • Change the cost and price details.

  • Add a discount

  • Deselect the lengths and billing frequencies you don't want to offer.

  • Set an estimated start date

  • Set automatic renewal

Once you're done building the quote, you can create the proposal, where your subscriptions will be listed under the "Subscriptions" section.

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