#Subscription Product0 discussing

You have 2 options:

Option 1: Create a Free Month Product. User selects this product and updates the start and end dates. If the Contract begins 4/1, the start date of the free product will be 4/1 and the end date of the free product will be 5/31. The paid product start date will be then 6/1 and the end date will be the contract end date. The problem with this is that the user will not be able to amend the contract prior to the paid contract start date of 6/1. Option 2: Create a discounted product. The price of this discounted product will take in account the discount spread over the life of the contract. For example, if you want to take $200 off and the contract is 36 months, reduce the price of the product by $5.56. Then populate the Renewal product field on the Product with the full price product. This option would not work for Evergreen since there is no renewals.

Amy--

Unfortunately you're not going to find an answer you like here. The uplifting being done within your initial Quote's various yearly segments is separate from the uplifting that can be done across renewals. Pricing for Percent of Total products does not respect any defined "Renewal Uplift %"--it is always a value calculated as a percentage of a particular base/total.

The simplest "fix" would be to display the full price of the product for the most recent segment in the Quote Line Editor (probably a formula field added to the QL drawer) and let users apply negative discounts to achieve the uplift. Outside of that, you'd need to define custom Price Rules or use a Quote Calculator Plugin to automate this. Lots of other things could come into play here, like whether a rep might ever add additional perpetual licenses upon renew that need to be included in the calculation.

The functionality behaves the way it does for a reason, although I know it caught me and many others before as a bit of a surprise.