Subscription terms

Set the agreement period, product lines and billing frequency for a subscriber.

Step by step

Draft the agreement Subscription Manager

Subscription Manager chooses the confirmed subscriber and records the agreement dates, currency and owner.
- Places dates and currency against the customer
- Updates Contracts, Subscribers
Set recurring lines Subscription Manager

Subscription Manager adds the product, quantity, unit price and billing frequency to each contract line.
- Identifies committed products and frequency
- Updates Contract items, Products
Confirm acceptance Sales Rep

Sales Rep checks the customer contact and agreed terms; where a signature is used, its request and accepted revision stay linked to the agreement.
- Links customer acceptance to the version
- Updates Contracts, Signature requests
Activate the term Subscription Manager

Subscription Manager uses the active agreement and active line for the first recurring cycle.
- Selects live terms for cycle planning
- Updates Contracts, Contract items
Review renewal Sales Manager

Sales Manager and Subscription Manager use the end date and notice setting to prepare the customer conversation before the next term.
- Keeps end date and renewal context visible
- Updates Contracts

And how to keep it from happening.

A cycle can be assigned to a line from an earlier term. Check the line dates when planning the next period.
A quote and the agreement can carry different product or price choices. Compare them before the agreement is used.
A renewal setting does not decide what the customer wants. The owner should confirm the next term and preserve the agreement history.

Subscription Manager: Owns terms; Sales Rep confirms the buyer conversation; Sales Manager reviews commercial changes; Finance Clerk checks billing context.

Start free, then use Proto to change fields, steps and approvals before your team goes live.