Recurring products (Subscription) - Cancelation / Price increase

Ruven Klunk
Ruven Klunk Member Posts: 15 VERIFIED MEMBER
5 Up Votes Photogenic First Comment
edited December 2024 in Sales CRM #1

We are a SaaS tool and have annual subscription plans for our customers and there are two cases i would like to include in the reporting.

A: Customer cancel the subscription

B: Customers subscription is increased or decreased

Is it possible to set an end date to a recurring products subscription? And how can I place increases or deceases?

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Answers

  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Ruven Klunk,

    I hope you are doing well today!

    My name is Hélio and I am part of the support team.

    You can set a start date for the subscription and specify how many cycles it will run for. This will automatically define an end date for the subscription, as shown here.

    Markup 2024-12-18 at 17.44.31.png

    Regarding price increases or decreases, I recommend duplicating the product and adding it to the deal with the updated pricing. For the original product with the old price, you can set its cycle to end in the month or year when the price change occurs. Then, you can add the “new” product with the updated pricing and start date to continue from that point onward.

    I hope this is helpful. Let me know if you have any doubts :)

  • Ruven Klunk
    Ruven Klunk Member Posts: 15 VERIFIED MEMBER
    5 Up Votes Photogenic First Comment
    #3

    Hi Helio,

    Thanks for your reply!

    That would mean if a customer cancels the contract after 3 years, i would need to change the billing frequency to a certain number of cycles?

    It would be great if i can just say "Customer cancelled" and Pipedrive would callculate the cycle automatically.

  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #4

    I totally get where you are coming from. I will submit this as feedback internally. Thank you for sharing @Ruven Klunk !

  • NLatNWEnforcement
    NLatNWEnforcement Member Posts: 15 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper
    #5

    The fact that Subscriptions already allow for cancellation by date but now are being removed in favor of recurring products it is frustrating to have this functionality forcefully removed.

    @Helio will there be options for bulk updates to product information for changes like annual increases/decreases?

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 183 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #6

    Hi @Ruven Klunk we currently use a make scenario for this:

    • one custom field on a deal called "canceled at" (date field)
    • when updated, webhook is triggered
    • make receives deal_id, fetches the product and updates the billing cycles based on billing start and canceled at dates. depending on the frequency, cycles are updated apropriately

    Maybe workflow automations get extended by calculations. Till then its make or zapier.

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