Tips, Tricks & Best Practices

JBlazek
Mitglied

Prorating a license price during the customer commitment in quotes

lösung

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 Akzeptierte Lösung
RSchweighart
Lösung
Stratege/Strategin | Gold Partner
Stratege/Strategin | Gold Partner

Prorating a license price during the customer commitment in quotes

lösung

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. 

 

 

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
RSchweighart
Lösung
Stratege/Strategin | Gold Partner
Stratege/Strategin | Gold Partner

Prorating a license price during the customer commitment in quotes

lösung

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/-in
Community-Manager/-in

Prorating a license price during the customer commitment in quotes

lösung

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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