Add multiple subscription models, add ramp-up plan models, and edit subscription plan

Is it possible to add multiple subscription plans once a customer has upgrade their subscription to a higher amount during the current contract term. If a customer is upsold and changes subscription plans during their initial contract term, can you input a different subscription plan in the revenue section that shows the additional revenue.

Is it possible to add a subscription model that has a lower monthly fee the first year but then all years after have a higher recurring value?

Can you edit a subscription plan (number of cycles or effective dates) after it has already been created? I don't want to delete the current plan info and start over, I just want to make updates

Answers

  • Andreia Costa
    Andreia Costa Moderator Posts: 19 PIPEDRIVE CUSTOMER SUPPORT
    10 Comments First Answer Name Dropper Photogenic

    Hello @Cameron S

    About the questions raised here, at the moment it's not possible to have several active subscriptions within one deal. What you could potentially do is cancel the previous one and from there, create a new one with a higher amount. The previous payments are still considered and you can create a new one with a higher amount.

    However, you can edit a subscription to apply a change after a certain date, for example:

    As you can see, you can pick a date where the value will change and that can also work for your first question and second question.

    In terms of editing, it's not possible to change the number of cycles or the original date set up, but you apply a change as shown above or add extra payments if needed. More information about this can be found in our article: Recurring Revenue feature

    Our support is available, please feel free to reach out to us if any clarification is needed :)