HubSpot Ideas

ZoeTrem

Multiyear Quote

We are selling mensual abonnements. Client will have the same abonnement for one year at least. A client can subscribe for couple of year. Let's say that my customer subscribe for plan A during three year and I want to make different price reductions.
 
Year of subscriptionPlan SubscribedMRRReductionMRR Total

ARR

Total

Year 1Plan A100€20%80€960€
Year 2Plan A100€10%90€1080€
Year 3Plan A100€-200€1200€

 

Today, it's written : Annual Total = 4 440

But I want my client to see :

  • Total year 1 =    960€
  • Total year 2 = 1 080€
  • Total year 3 = 1 200€

In my forcast category, I know that I will earn :

  • 960€ in Year 1
  • 1 080€ in year 2
  • 1 200€ in year 3

Another idea would be to have different tables or a visual differenciator between year of subscription.

6 Replies
HubSpotMaster
Key Advisor | Diamond Partner

Dealing with the same issues on all SaaS companies that sell multi year deals 

DrewSlade
Member

We have the same issue we're looking elsewhere to fix. Our other idea was manual fields to be filled in, which just creates room for error. 

 

Its just odd that pushing the billing date into the future doesn't do anything with the hubspot properties. 

Solving this would be huge. 

 

paul_medsender
Member

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Couldn't agree more! Multi-year agreement here shows the quote ammount as $7,900 mrr intead of $1900 that will increase year on year. 

There needs to be a fix for this or another way to write a multi-year quote. 

CHolmes23
Member

Upvoting this.  Definitely something that needs to be addressed for contracts that have annual escalations/increases applicable to their products and services (i.e. CPI)

karlijn
Participant

Hear, hear - threads are returning to 2020 asking about or showing this problem. Why is this still not available?

karlijn
Participant

Hear, hear - threads are returning to 2020 asking about or showing this problem. Why is this still not available?
We have the same problem with our monthly paid products. The quotes show a total of the 3 line items of a 3 year contract with changing discounts per year...