Create a quote to update an existing subscription
active
state and not have a quote for subscription update already pending.
Access the form
new quote
and select subscription update
then select the customer and the subscription that needs to be updated.actions
and select create update quote
Update the subscription
quote signature
and cannot be changed. It means that the new version of this subscription will only be applied once the quote is signed.Schedule subscription updateTo schedule a subscription update for a later date, keep the current phase unchanged, then add new phase(s) containing the updates. Finally, adjust the first phase’s end date to determine when the changes will take effect. Once the quote will be signed, the subscription will be unchanged until the first phase ends and transition to the new subscription.When the subscription is configured, click on create quote update
.Configure quote
Send the quote
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 by using the latter, the email reception and openings will not be tracked.Pending signature
pending signature
status. At this stage, the quote can be edited again ; note that it will turn in the draft
status and the customer will not be able to access the link anymore until it is saved and live again by clicking on generate public link
.Once quote is signed
Transition pro-rated invoice