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Refreshed quote PDF

We’ve updated the Hyperline quote PDF to enhance clarity and improve the layout, allowing additional details to be displayed.

The quote for subscription updates now highlights differences between the previous and new configurations, offering greater transparency. This is especially useful for upselling, cross-selling, and contract changes.

New options include toggling tax details, showing subtotals per subscription phase, displaying price tiers, and associating non-global coupons with corresponding line items. A preview of the first invoice is also now available.

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Store custom files on customer

We’ve added a new feature that allows you to upload files linked to your Hyperline customers. This can be useful for storing any additional documents (context, contracts, internal docs, etc.).

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Custom subscription and phase names

You can now customize subscription and phase names to better reflect your business needs. These names are displayed on the quote and subscription checkout pages to your customer.

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Auto expiration on credits

Credits now support automatic expiration after a custom defined period. This can help you manage customer credits more effectively.

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Checkout / quote redirections

We’ve introduced new options that allow you to redirect customers to a specific page after completing a checkout or quote.

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Audit permission

A new permission has been added that allows users to view the audit log for all objects in the account (not limited to account owners).

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Embeddable portal

The Hyperline customer portal is now embeddable in your product via an iframe. This lets you integrate pre-built capabilities without building your own customer portal.