Tips, Tricks & Best Practices

Erik_Shaman
Member

quotes

In the past I could select a yearly subscription but select also only a few months. 

Use case: a customer had already an existing subscription and wanted to add another account until the end of the running contract. 

Now it is not possible anymore to select less than 12 months. 

Changing to mothly for that line is not the solution because now the total amount of the offer is not correct anymore.

Any suggestion for a solution here?

6 Replies 6
Erik_Shaman
Member

quotes

Hi,

thank you.

It has been solved and now its possible again.

 

Great.

Erik

kvonloesecke
Community Manager
Community Manager

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Thanks for the update, @Erik_Shaman!

Do you want to share with the community how you solved it? 🙂


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ndwilliams3
Key Advisor

quotes

I haven't worked  with products and quotes, so I'm not much help here. Sorry

kvonloesecke
Community Manager
Community Manager

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Hi @ndwilliams3,

 

No problem! Thank you for letting us know 🙂 

 

All the best,

Kristen


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0 Upvotes
kvonloesecke
Community Manager
Community Manager

quotes

Hi @Erik_Shaman,

 

Thanks for reaching out!

 

I would like to invite our subject matter experts to this conversation.

Hi @Wa-re@GRajput@ndwilliams3@himanshurauthan - Do you have any suggestions for @Erik_Shaman?

 

Thanks!

 

Best,

Kristen


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

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Hello @kvonloesecke, thank you for tagging me in. 🙂

 

So @Erik_Shaman as I can see you can change the billing frequency to monthly, quarterly, one-time, and so on.

 

image.png

 

Also, you can set the terms in months as well mentioned in the screenshot.

 

image (1).png

 

Let me know if this was helpful.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology