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, to 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

Upon starting the update process, you will be presented with two options to select when the update will take effect. On quote signature The subscription start date will be set to quote signature meaning that the new version of this subscription will only be applied once the quote is signed. On selected date The subscription start date can be selected freely on a future 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, the quote expiration date is capped 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, or 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. This configuration can be re-configured on the quote configuration page by clicking on 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 for a new quote. On the display settings, you can choose whether to show the subscription details or not, allowing you to choose between just showing the subscription diff, or the newly configured subscription.

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Send quote

Once the quote is finalised, 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 by using the latter, the email reception and openings will not be tracked.

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Pending signature

Once the quote has been sent, it will turn to the pending signature status. At this stage, the quote can be edited again; note that it will turn to 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. While a quote for subscription update is pending signature, the source subscription cannot be edited 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 previous version of the subscription will be overridden by the new one and changes made will be automatically applied.