Add subscription start and end dates to a quote

  • Release version: Xanadu
  • Updated September 25, 2024
  • 1 minute to read

    • Agents can add subscription pricing to a quote or quote line items in Quote Management.

    Before you begin

    Role required: sales_agent

    About this task

    Subscription pricing is a pricing model where customers pay a recurring fee for products or services, typically at regular intervals such as monthly or annually.

    On a quote, the agent can set the subscription pricing start date and end date, or they can enter a term and the subscription end date is automatically calculated.

    Subscription pricing can be added at the quote header level or at the quote line item level.

    See Subscription revenue metrics for more information about how subscription pricing works.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes
    3. Select the quote that you’re working with.
    4. In the Quote Details tab, add a Subscription pricing start date and a Subscription pricing end date.
      When the dates are entered, the following information automatically updates.
      Field Description
      Total monthly recurring price Shows the monthly recurring price based on the dates entered in subscription pricing.
      Total annual recurring price Shows the total annual recurring subscription pricing based on the dates entered.
      Total amount Shows the total amount of the subscription pricing according to the the subscription pricing start and end dates.
      Term Shows the number of months the subscription is valid based in the start and end dates.
    5. Select Save.