Tips, Tricks & Best Practices

CPudenz
Member

Update Price when Billing Frequency is Changed

Is there anyway to automatically update the Unit Price field when the Billing Frequency is changed? ie. Annual billing for $120,000 updates to $10,000 when the billing frequency is changed to monthly? Right now it appears we have to manually divide each line item by 12 to get this to happen.

0 Upvotes
4 Replies 4
himanshurauthan
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Update Price when Billing Frequency is Changed

Hello @kvonloesecke and @CPudenz,

 

Currently, HubSpot does offer this functionality by default.

 

However, you can customise the quote and achieve your desired goal.

 

If you face any problems in customizing the quote, let me know I'll align you with one of my HubSpot experts to help you out.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
CPudenz
Member

Update Price when Billing Frequency is Changed

Hi Himanshu, did you mean currently Hubspot does not* offer this? How do you customize the quote to do so?

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Update Price when Billing Frequency is Changed

Hi @CPudenz,

 

Thanks for reaching out! 

 

I would like to invite some experts from our community to our conversation.

Hi @Josh@danmoyle@himanshurauthan@Edyta7510@Aakar - What would you advise for @CPudenz?

 

Thank you!

 

Best,

Kristen


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CPudenz
Member

Update Price when Billing Frequency is Changed

Do we have any addtional insight here?

0 Upvotes