Quote for subscription update

If a subscription is already active in Hyperline, you can update it with customer approval by requiring a signed quote before applying changes. This is ideal for contract upsells, adding products, or adjusting prices and quantities.

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Create a quote for subscription update

To create a quote to update a subscription, the subscription must be in active state. You can have several open quotes for subscription update on the same subscription at once. For example, you can negotiate multiple upsell scenarios in parallel or prepare a follow-up change while a first quote is still awaiting signature. There are two ways to create a quote for subscription update:

• from the quotes page, click new quote and select quote for subscription update, then select the customer and the subscription that needs to be updated.
• from the subscription details page, click actions and select create update quote.

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Select update effective date

When you start the update process, you can select one of two options for when the update takes effect. On quote signature Hyperline sets the subscription start date to quote signature, so the new version of this subscription only applies once the customer signs the quote. On selected date You can select any future date as the subscription start date. Once the quote is signed, the new subscription will be in a pending state, and will automatically replace the previous one on the selected date.

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Expiration date for scheduled updates

When the update is scheduled on a selected date, Hyperline caps the quote expiration date so it cannot extend past the planned transition. The latest allowed expiration is:

• the end of the current billing period when the transition date falls within it
• the transition date itself when it falls after the current billing period

If a scheduled subscription-update quote reaches its expiration date before being signed, Hyperline automatically voids it and cancels the pending transition. The voided quote remains visible in the quotes list for auditability, and the source subscription continues unchanged. Invoicing continues normally on its existing schedule.

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Keep current configuration or start from an existing template

You can decide to update the current subscription configuration, which is ideal for adding products, coupons, phases and editing transition dates. You can also start from an existing template, which is ideal for pre-configured upsells and downsells.

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Configure your subscription

Just like when creating a subscription, you can now freely edit its new configuration.

• Contract
• Subscription configuration
• Invoicing settings
• Custom properties

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Select the transition settings

Decide how the transition will be handled between the two subscriptions, like when updating a subscription. You can change this configuration on the quote configuration page by clicking revise transition. Select whether you’d like to keep the current billing cycle or start a new one, and generate a transition invoice or not.

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Configure your quote

To ensure accuracy, Hyperline highlights all subscription changes, including added or removed products, price and quantity updates, and any phase modifications. Then, the process is the same as for a new quote. In the display settings, use the Subscription update details dropdown to select what appears on the quote and its PDF: You can set this option on each quote, as a default in your quoting settings, and in quote templates.

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Send quote

Once the quote is finalized, it will turn to the ready to send status. Review the quote configuration and decide to send it via email or generate a public link and send it by yourself. Note that if you use the latter, Hyperline will not track email reception and openings.

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Pending signature

Once the quote has been sent, it will turn to the pending signature status. At this stage, you can edit the quote again. Note that editing turns it back to the draft status. The customer can’t access the link until you save it and make it live again by clicking generate public link. While a quote for subscription update is pending signature, you cannot edit the source subscription directly, but you can still create additional update quotes on it. All open update quotes are visible on the quotes tab of the subscription details page.

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Quote signed

Once the quote is signed, the subscription is executed or pending the selected date. The new version overrides the previous version of the subscription, and Hyperline automatically applies the changes.