FAQs in this section
What is the use of subscriptions?
How do I keep track of payments made to subscriptions?
What are the payment methods available for Subscriptions?
Is the Subscriptions module available in the Sales Professional edition?
How do I install the Subscriptions module?
What are the prerequisites required for Subscriptions?
How do I configure Autopay?
Why do I configure retry rules?
Is the Subscriptions module available by default?
How do I make my Subscription last forever?
How do I configure retry rules in Subscriptions?
What is a pause, suspend, and resume in Subscriptions?
How do I send an activation link to a customer?
How do I create a subscription?
How do I create a subscription from the Services module?
How do I create a subscription on a bi-weekly basis?
What are the frequency and recurrence in Subscriptions?
How do I activate a subscription?
How do I add a product or a service to a subscription?
How do I add a section to a subscription?
Can a subscription have multiple invoices?
What happens when a transaction for a subscription fails?
What happens when a transaction for a subscription is successful?
How do I share a subscription?
How do I generate an invoice from a subscription?
How do I export a subscription record?
How do I print a subscription?
How do I change the template of a subscription?
What is the use of One View in Subscriptions?
What are transactions?
How do I create a transaction to an invoice?
How do I create a transaction with a payment?
How do I know when a subscription is activated?
When do I configure Autopay?
How do I enable auto-payment without a payment gateway?
Can I add frequency and recurrence fields while creating a subscription?
What will the Invoice created from subscriptions display?
How do I add a subscription from a quote?
Table of Contents
Yes, you can. You can add a subscription from a quote with the More button. This option provides a way to add subscriptions from scratch.
Follow these steps to add a subscription from the More button in Quotes:
- Click the Main Menu.
- Go to the Sales tab.
- Select the Quotes module.
- Select and open a quote.
- In the Summary View, click the More button on the right-hand side top corner of the screen.
- Click Add or Create button.
- Click Subscriptions.
- Enter all the necessary details.
- Click Save.
This newly created subscription is linked to the selected quote. It is visible in the Sales Ops widget in the Summary View of the record.
To know more about Subscriptions, click here.Was this FAQ helpful?
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