Products / Invoicing / Subscriptions

Sandra Anderson
Sandra Anderson Posts: 9
edited July 2022 in Ideas and Product Feedback #1

I've added various products and linked them to all open and won deals.  These are tiered membership rates for our organisation.   However, when I go to set up  the subscription/payment details for each won deal I have to manually input the data - can this be linked to products so that it is completely automatically?

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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited September 2021 #2

    Currently the two are separated and wont affect one another 

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #3

    Hi @Sandra Anderson !

    Unfortunately at the moment Products don't cross-reference with Recurring Revenue or Insights. However, we know how important it is that they do and we're working to bring it to you and I've made sure your feedback was seen by our team.

    Stay tuned for news here in the Community:

  • Sam Clarke
    Sam Clarke Posts: 12
    edited February 2022 #4

    Hi @Inês Batata , please mark Clipboard down as a +1 for linking deal value (from Products) to subscription revenue.

    Currently, in order to gain insights on subscription revenue, we would need to double-handle the data input as we use Products heavily.  As a SaaS company, we like using Products as we can assign different recurring revenue products to our customers (i.e. the different features that you can subscribe to).

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2021 #5
    Sam Clarke said:

    Hi @Inês Batata , please mark Clipboard down as a +1 for linking deal value (from Products) to subscription revenue.

    Currently, in order to gain insights on subscription revenue, we would need to double-handle the data input as we use Products heavily.  As a SaaS company, we like using Products as we can assign different recurring revenue products to our customers (i.e. the different features that you can subscribe to).

    It's definitely in our to-do list @Sam Clarke. Both Products and Recurring Revenue will have improvements, stay tuned!

    This is where we make all product update announcements, make sure to follow them:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

     

  • Nick_31612
    Nick_31612 Posts: 1
    edited February 2021 #6
    Sam Clarke said:

    Hi @Inês Batata , please mark Clipboard down as a +1 for linking deal value (from Products) to subscription revenue.

    Currently, in order to gain insights on subscription revenue, we would need to double-handle the data input as we use Products heavily.  As a SaaS company, we like using Products as we can assign different recurring revenue products to our customers (i.e. the different features that you can subscribe to).

    It would be nice for the susbcription to connect to stripe etc and bill the client too.

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