Tips, Tricks & Best Practices

JBlazek
Member

Prorating a license price during the customer commitment in quotes

SOLVE

Hey community,

 

we are selling yearly licences to our customers based on number of users. During the year, if a customer wants to buy extra licences, we need to prorate the yearly price of the license = Yearly SKU price /365 * days until the end of the commitment.   

I can track the end of commitment on the account, is there a way how the price would be automatically calculated in quotes?

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1 Accepted solution
RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Prorating a license price during the customer commitment in quotes

SOLVE

Hi @JBlazek, are you trying to perform a calculation on a product/line item? To my knowledge, that is not possible in HubSpot and not really planned per this post.

 

It might be possible to achieve your desired solution using subscriptions in HubSpot or by leveraging Zapier.

 

Would either of these be an option? Any more details of how you'd like it to function would be helpful.

 

HubSpot allows the ability to create a time until calculation but that value can't be used in subsequent calculated properties.

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help organizations use HubSpot and Zapier. 

 

 

View solution in original post

2 Replies 2
RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Prorating a license price during the customer commitment in quotes

SOLVE

Hi @JBlazek, are you trying to perform a calculation on a product/line item? To my knowledge, that is not possible in HubSpot and not really planned per this post.

 

It might be possible to achieve your desired solution using subscriptions in HubSpot or by leveraging Zapier.

 

Would either of these be an option? Any more details of how you'd like it to function would be helpful.

 

HubSpot allows the ability to create a time until calculation but that value can't be used in subsequent calculated properties.

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help organizations use HubSpot and Zapier. 

 

 

Jaycee_Lewis
Community Manager
Community Manager

Prorating a license price during the customer commitment in quotes

SOLVE

Hey, @JBlazek 👋 Thanks for your question. It's hard to say I think without more information. Can you tell our community members more about what steps you've already taken, even if they didn't work as expected? Also, have you looked into custom calculation properties if you have access to them? 

 

Talk soon! — Jaycee


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