How to create a quote with Montly pricing and 12 month upfront invoicing

[LNygaard]

We want to use Hubspot Quotes for our SaaS products, without any online payment integrations.

- Our products are priced with monthly prices, but most of customers choose to pay 12 months upfront. 

- We also a one-time line item.

12 months of product subscription and one-time fees should be invoiced upon receipt but we have great difficulties getting our quotes to look the way we want using the standard features of Hubspot. These are our reqs:

- Each product line item should show a monthly price

- One-time line items should be added with full value

A payment notice should be added to the quote with a setup that looks something like this:

 - Total due upon receipt: xxxxxxxx,-  (by all practical terms - this i the total contract value)

 - Annual subscription: xxxxxxxxx,- (annual total of recurring line items)

We have used 12 month term, Monthly billing, Quantity = 1, and Billing start date "At payment" for our recurring products, but we have not been to use any of the existing quote templates with success. See below for line items sample.

What is the best approach for this issue.

Thanks in advance

LarsM

[frameofwork · Accepted solution]

Hi @LNygaard ,

I don't see a super clean way of achieving this outside customising the quote template slightly to perform the above. What is needed:

• Aggregation of recurring monthly line items into one 'annual subscription' total

I thought adding an annual line item instead would work but it doesn't meet your requirement of wanting to show a monthly price for the product line items. The only way that it could reflect the monthly price with this logic would be if you added a custom field and displayed that in the line item to do so. HubSpot does have a property MRR (`hs_mrr`) but it's not exposed in the line item table property options (you still need to customise the module to some degree to get this showing up as expected).

If you create your own custom product property, this can be added more easily but the only downside is that your reps need to manually input the correct amount so this is more error prone. For example, here's what that looks like on my end using both a custom product property and the `hs_mrr` property:

In all cases, a custom quote template may be beneficial for you as it can be a one-time set up that you and your team can then continue to reuse down the line. The two easiest approaches from there would be to either:

• Use an annual line item for upfront customers and leverage HubSpot's MRR calculated property in the line item table to automatically display the monthly price
• Set up a more custom aggregation of monthly line items into an annual subtotal

Let me know if you have any questions on this or if I can help in any other way. Happy to provide any further assistance via DM!