Subscriptions & Subscription Invoicing

Smart CRM & Sales Hub CRM
1

Does anyone actually use HubSpot Subscriptions? It looked promissing at first. But we got 80% of the way migrating from using Deals to Subscriptions for processing annual SaaS-based data backup service renewals for our clients, only to find very limited edit capabilities/template irregularities for Subscription Invoices once created. Even when the checkbox for auto delivery was not checked.

Switching back to manual creation of deals to track our recurring revenue clients if these limitations continue . . . ugh!

2

Hey @SaaSGuy - thanks for posting in the Community!
I understand that you migrated from using Deals to process service renewals for your clients to using HubSpot Subscriptions. Would you mind expanding on the specific limitations you experienced with Subscriptions and how you’d like to use them fully? This will help our Community members better assist with how you may be able to maximize their usage for your operations.