upfront billing - quotes

Smart CRM & Sales Hub Sales Hub Tools
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1

My team is trying to to handle non standard contract lengths that need to be billed up front, still reflect correctly in arr/mrr reporting - we are trying to avoid manual rework and backtracking that we currently do after the quote is published.

  • Can we create a new billing frequency (e.g., “Fixed Term – Upfront”)
  • Can quote templates be modified to reflect total contract amount only, not broken down by month?
  • Are there workflows or custom properties that can bridge quote and deal reporting to automate ARR/MRR logic?
2

Hi @SRussell_FA

Yes you can!

  1. In HubSpot you can create custom billing frequencies, but not natively through the quote tool UI.

  2. Yes, with custom quote templates, you can control exactly how pricing is displayed:

    • Use the Custom Quote Template Builder (only available in Sales Hub Pro & Enterprise).

  3. Yes, here’s a simplified structure to automate ARR/MRR logic:

    • Billing Frequency (Dropdown: Monthly, Annually, Fixed Term – Upfront)
    • Contract Term (Months) (Number)
    • Total Contract Value (Number – pulled from quote/deal amount)
    • Calculated MRR and Calculated ARR (Number – set by workflow)