This feature is available in the latest version of Upsales Subscriptions. Contact support@upsales.com to get upgraded for free.

This feature allows sales reps to upsell within an ongoing subscription period. Identify upsell opportunities, work with them in the sales board and close the deals within ongoing subscriptions.

This support article covers:

• How upselling works in Upsales
• How to upsell in an existing subscription

How upselling works in Upsales

When a sales rep wins an opportunity with a subscription product, they can add the recurring products to an ongoing subscription period.

If the customer already has an active subscription, the sales rep can add the sold product subscription to the active subscription.

The subscription automatically prorates the added product's value, based on the remaining period of the existing subscription.

The prorated value ensures accurate tracking of sales and ARR/MRR:

How to upsell an existing subscription

1. Win the opportunity after identifying the upsell opportunity by either:
   - Clicking the Won button
   - Drag-and-dropping the opportunity to Won on the sales board:
   - Changing the opportunity stage to 100%
2. Click to select the subscription where you want to add the upsell:
   
3. The upsell will be added to the subscription as separate order rows. Any one-off products in the original opportunity are included in the the prorated order. Click Next step Prorated order:
   
4. Upsales calculates and shows the difference:
   
5. Click Save & show the prorated order:
   
6. The prorated subscription is now part of the Sales board