How to manage your multi year deals

Smart CRM & Sales Hub CRM
1

Hi,
I wanted to understand the best practices for managing your multi-year contracts in HubSpot.

Case : - A deal has a 3-year contract (to be paid yearly)

Should I enter a single deal with an amount value equal 3-year value OR create 3 deals with the same name and three different close dates(yearly)

2

Hello @AKumarSci, Happy Monday!

Thank you for posting in our Community!

I want to add our top experts to this conversation.Hi @danmoyle, @jolle, @BukunmiOdetayo any recommendations to @AKumarSci matter?

Thank you,

Pam

3

Would love to have a follow-up to this message and also the way it relates to line-item ARR tracking

4

@PamCotton - Thank you for bringing in your top HS experts on this. Multi-year deal reporting and forecasting is a common requirement. Can the HubSpot team show us how to do this? Maybe share a recorded “how-to” video? Someone else posted a solution involving paying for another 3rd party software to address it, but it seems we should be able to achieve this inside HS itself.

Thanks in advance, Bill Brown

5

Hi all! Thank you for your continued contributions to this post. Check out this similar Idea: Multiyear Quote. I upvoted & recommend you do as well! You can share more details about your specific use case in the comments.
@HubDoPete shared a video in this thread: Multi-Year Contract - Discount One Year and the example shows three separate deals. If this workaround is not sufficient for your use case, I encourage you to consider creating a post on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

6

Agreed, we are also trying to figure out multi-year quotes and how to manage that correctly in Hubspot.

7

any news about this?
we have the same Deliberation.

8

Hi, we need the same info as well! Any update on this?

9

We built a Quoting tool(CPQ) that integrates with Hubspot and lets you split deal amount into multiple years and do ramp pricing.
For more information, please visit: www.revconsole.com

10

Hi team,

I was looking for a solution for multi-year subscriptions with step-down discounts, and I came across this topic.

Right now, we’re setting up multi-year subscriptions where the discount decreases each year (e.g. Year 1 = higher discount, Year 2 = lower, etc.).

However, when it comes to converting subscriptions, the only workaround I’ve found is to create multiple subscriptions linked to the same company:

  • the first one active
  • the rest scheduled (because each year has a different discount)

Does anyone know if there’s a way to avoid using scheduled subscriptions in this case?

Maybe there’s an automation or a better approach that would adjust the discount amount automatically each year?

Thanks in advance for any hints

11

Hi @OTielcharova,

Thanks for adding to the thread here!

To start, @BAdlesh, has included some additional context above that you may find helpful!

Additionally, I’d like to tag in some of our Top Contributors to see if they have any tips and tricks on this!

@karstenkoehler, @Josh, @RomyFuchs1 -- Do you have any suggestions for @OTielcharova?

Thank you!

Sam, Community Manager

12

I am also trying to understand how to do this. I would have expected there to be a contract term length on the deal that could be displayed on the quote and also used to calculate the contract value again displayed on the quote. If there any information how this can be done?

13

Hi everyone. Brannon here. I’m the product manager leading our upcoming ramp pricing enhancements for line items. We know multi year, multi ramp deals can get messy fast, and we’re actively building a more flexible, native way to handle those structures directly in HubSpot.

If you’re interested in taking a look at some early design concepts or sharing how you handle these deals today, I’d love to connect. You can reach me at badlesh@hubspot.com.

14

Hi Brannon, FRancesco here.
I’d love to know more on the multi-year deals.
Francesco

15

Hi @FrancescoTassi,
Thank you so much for your post on the HubSpot Community!

If you haven’t had the chance yet and are interested, I’d encourage you to reach out to our Product Manager directly at badlesh@hubspot.com. They’d be happy to hear from you!

Wishing you a wonderful day!
Bérangère

16

Hi Brannon, Tal here
I’m currently dealing with the issue of multi year contracts and would love to connect

17

Hi @TKalderon3 and Happy New Year!

Thank you so much for your post on the HubSpot Community!

If you haven’t had the chance yet and are interested, I’d encourage you to reach out to our Product Manager directly at badlesh@hubspot.com. They’d be happy to hear from you!

Have a lovely day and wishing you the very best for 2026!
Bérangère

18

Hi @BAdlesh

Any chance there’s some progress to report on this? I’ve tried emailing over the last 6 weeks but not getting a reply.

I’ve got an enterprise client hoping there is some good news on managing multi-year deals with increasing / decreasing pricing.

Best,
Peter

19

Can we get a status update on Hubspot’s efforts to address the multi year, multi ramp deals functionality? This has hit a critical point for us. I emailed “BAdlesh” from the message below but the email address is no longer valid.

20

Hey @CBrill,

Thanks for chiming in! It looks like @ badlesh is no longer the owner of that specific request. That said, I’ve checked with our product team and confirmed that the best place to track this feature is via our ideas forums:

I highly suggest upvoting and sharing your specific use cases in that thread. Our product team regularly reviews ideas posted there. This is the best way to get your feedback in front of them and build momentum for the feature!

Thanks for your patience and for helping us improve,

Sam, Community Manager