Setting up sales in Hubspot with different monthly fees

KrisClinton · ‎Dec 14, 2022

Is it possible to set up deals in hubspot where there are monthly fees?

Our clients pay one amount the first month, and then a different amount for 7 months. If they're still a client at that point, the fee decreases even more. Can I set this up in HS somehow?

Josh · ‎Dec 15, 2022

Hi @KrisClinton,

This isn't incredibly easy to accomplish. You could in theory add a line item for month 1 and separate line items for the same product for months 2-7 with the more accurately reflected pricing. If you know the rate after 7 months, you could include that as a 3rd line item. Each line item would have corresponding start dates to the month it would begin. It's not the perfect solution, but aside from implementing a 3rd party CPQ tool, it might suffice.

Josh

Thanks for the ping, @PamCotton!

Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.

HubSpot Platinum Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

View solution in original post

Josh · ‎Dec 15, 2022

Hi @KrisClinton,

This isn't incredibly easy to accomplish. You could in theory add a line item for month 1 and separate line items for the same product for months 2-7 with the more accurately reflected pricing. If you know the rate after 7 months, you could include that as a 3rd line item. Each line item would have corresponding start dates to the month it would begin. It's not the perfect solution, but aside from implementing a 3rd party CPQ tool, it might suffice.

Josh

Thanks for the ping, @PamCotton!

Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.

HubSpot Platinum Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

KrisClinton · ‎Dec 16, 2022

Thanks Josh, I'm going to give it a shot!

PamCotton · ‎Dec 14, 2022

Hello @KrisClinton, thank you for posting in our Community!

I want to add our top experts to this conversation @Bryantworks @Josh any recommendations for the @KrisClinton matter?

Thank you,

Pam

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