Subscription lines on an accepted quote start subscriptions

What moves

When a quote is accepted, each subscription line becomes one draft subscription for the quote's customer, on the active plan linked to the product. Sales roles can read the plan and the subscription it became.

Before you start

• Subscriptions and CRM in your plan
• The product is a subscription product in the catalogue, with an active plan linked to it
• The quote names a customer
• Both modules in your plan
• Recurring products in the catalogue

Step by step

1. Account executiveCRM & Sales Pipeline

   Adds a subscription product to a quote, with the number of seats as the quantity, and sends it.

   You see:The quote carries the subscription line.

2. CustomerCRM & Sales Pipeline

   Accepts the quote.

   You see:The quote is marked accepted.

3. SystemSubscriptions & Licensing

   Creates one draft subscription for each subscription line, once per quote line, priced as quoted (a tiered plan keeps its own price bands).

   You see:The drafts appear in the Subscriptions list as coming from an accepted quote. Nothing is billed yet.

4. Subscriptions managerSubscriptions & Licensing

   Reviews the draft and activates it.

   You see:The trial or first period starts, the first invoice is raised and the licence is issued if the plan says so.

Related

• CRM & Sales Pipeline
• Subscriptions & Licensing
• The Copilot works your pipeline and your records
• The deal follows its invoice and its commission
• The deal's timeline shows the delivery
• A discounted quote is approved before it is marked sent
• A manager moves deals to another rep
• Connections between modules