We want to use Hubspot Quotes for our SaaS products, without any online payment integrations.
– Our products are priced with monthly prices, but most of customers choose to pay 12 months upfront.
– We also a one-time line item.
12 months of product subscription and one-time fees should be invoiced upon receipt but we have great difficulties getting our quotes to look the way we want using the standard features of Hubspot. These are our reqs:
– Each product line item should show a monthly price
– One-time line items should be added with full value
A payment notice should be added to the quote with a setup that looks something like this:
– Total due upon receipt: xxxxxxxx,- (by all practical terms – this i the total contract value)
– Annual subscription: xxxxxxxxx,- (annual total of recurring line items)
We have used 12 month term, Monthly billing, Quantity = 1, and Billing start date “At payment” for our recurring products, but we have not been to use any of the existing quote templates with success. See below for line items sample.
What is the best approach for this issue.
Thanks in advance
LarsM