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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 and not have a quote for subscription update already pending. There are two ways to create a quote for subscription update:
  • from the quotes page, click on 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 on 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.
Quote Update First Step
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 will be signed, the new subscription will be in a pending state, and will automatically replace the previous one on the selected date.
If the selected date is passed once the quote is signed, the subscription will automatically be activated on quote signature.

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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.
Keep Configuration Select Template

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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.
Subscription Update Configure Transition
Select wether 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.
Quote Update Details
Then, the process is the same for a new quote. On the display settings, you can chose wether to show the subscription details or not, allowing you to chose 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 in 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 in the 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.
Quote Pending Update
During this stage, the subscription cannot be edited anymore until the quote for new subscription is signed or deleted.

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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.