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. From the Quotes page:

1. Click Create quote and select the customer.
2. Select a quote template to reuse its terms, attachments, and settings, or select Configure manually. If the template adds a new subscription you don’t need, remove that configuration.
3. In Quote details, click Add configuration and select Subscription update.
4. In Select subscription, select the existing subscription you want to update. You then configure the update without leaving the quote editor.

You can also start from a subscription’s details page: click Actions and select Create update quote. If you leave the configuration unfinished, click Configure update to resume it. When multiple configurations are enabled, click Subscription update below the existing configurations to add another update to the same quote. All configurations must be subscription updates.

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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 customer signs the quote, the new subscription stays pending and automatically replaces 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 update the current subscription configuration to add products, coupons, or phases and edit transition dates. You can also start from a subscription template for a pre-configured upsell or downsell. This choice defines the subscription changes; the quote template selected earlier provides the quote’s terms, attachments, and settings.

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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 Hyperline handles the transition 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. Expand Subscription after update inside the update configuration to review the resulting subscription. Hidden from customer means that this section is available for your internal review but is excluded from the customer-facing quote with the current display settings. Then, complete the shared settings 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 you finalize the quote, it moves to the ready to send status. Review the quote configuration, then send it by email or generate a public link to share it yourself. If you share a public link, Hyperline doesn’t track email reception and openings.

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Pending signature

Once you send the quote, it moves 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 customer signs the quote, the subscription either takes effect or stays pending until the selected date. The new version overrides the previous version of the subscription, and Hyperline automatically applies the changes.