Logo Logo Help centre
Search
Sign in
  • Contact us
    support@upsales.com +468 505 806 01 Share your screen
    Upsales Nordic AB Sveavägen 21 111 34 Stockholm
  1. Upsales Help Centre
  2. Sales
  3. Subscriptions

BETA: How to create subscriptions with future changes

Permission needed:
Administrator
Available in add-on:
Subscriptions
Invite required
Feature in testing

Winning deals is not easy, and sometimes you need to negotiate to win the deal. This will consequently affect the subscription, with discounts or free months at start or even signing longer contracts with a gradual price increase throughout the subscription

To set up subscriptions to support these situations, you’ll have to split the subscription into different periods.

How to plan a change in a subscription

  1. Choose Advanced scheduling template for your subscription
  2. Click on the plan a change button:

    tier.png

  3. The subscription will create a new period called upcoming period that can be adjusted separately:

    adjust.png

  4. At the top, choose when the subscription should take effect from, and when the order period should start.

  5. For the current period (the first period of the subscription), adjust the length of the period, the order interval and when orders should be created.

  6. Add the products and potential discounts to the orders in the period.

  7. Make the same settings for the upcoming period and select whether that period should be automatically renewed or terminated after the end of the period. You can also add a notice period to the subscription in the upcoming period.
  8. Use the preview graph to ensure your subscription is correctly added:

    graph.png

    overview.png

Learn more about how to set up advanced subscriptions with discounts or terms that change during the subscription here. 
Was this article helpful?
Have more questions? Submit a request
Return to top

Articles in this section

  • Win an opportunity and add to existing subscriptions
  • BETA: Edit subscriptions
  • BETA: Set up advanced subscriptions with discounts or terms that change
  • BETA: How to create subscriptions with future changes
  • BETA: Create new subscriptions
  • What's the difference between initial start date & start date current period?
  • Subscriptions: What is the renewal date & termination date?
  • Order interval & period length
  • How to create orders in advance
  • How to move & transfer subscriptions to another company
See more

Can't find what you're looking for?

Contact Upsales Customer Success:

Chat Call Email
Help Center API Status Visit upsales.com
support@upsales.com +468 505 806 01 Share your screen