How to Create and Send a Quote for an Existing Subscription Change

In this guide, we will walk through the process of creating and sending a quote when you need to change an existing subscription. This can be useful if you want to propose changes to a subscription and send it as a quote to a customer.

Steps to Create and Send a Quote

1. Open the Subscription: Navigate to the subscription you wish to modify.

2. Create and Send a Quote: Click on the "Create and Send a Quote" option.

3. Make Proposed Changes: On the new page, make all necessary changes to the subscription. For example:

   • Switch to a six-month plan instead of an annual plan.

   • Add additional user licenses, such as four more, to accommodate a growing team.

4. Name Your Quote: Provide a name for your quote, such as "Revised Quote for Acme."

5. Set Expiry Date: Specify the expiry date for the quote, indicating how long it will remain valid.

6. Select Billing Cycle: Choose the billing cycle for the subscription once the quote is approved.

7. Add Notes: Include any additional notes for the customer to refer to.

8. Add Signature: Ensure your signature is added to the quote.

9. Create Quote: Click on "Create Quote" to finalize the process.

Post-Creation Actions

Once the quote is created, you will be redirected to the Quotes tab where you can:

• View the quote created for the customer, such as Acme.

• Review the subscription terms and a detailed breakdown.

• Perform various quote actions, including:

  • Edit the quote.

  • Update the subscription.

  • Update the quote status.

  • Send the quote via email directly from the page.

This is how you can add a quote to an existing subscription, make necessary changes, and send it out to the customer. Thank you for watching.