- Activating via Dashboard or API using predefined plans.
- Activating after the customer signs the custom quotes.
- Automatically activating when a customer completes self-sign up checkout.
Subscription Lifecycle
- Draft
- Pending Approval
- Rejected
- Sent
- Accepted
- Active
- Canceled
Create and edit a subscription before sending it to a customer.

Activate via Dashboard
Once you add all the products you want as part of the subscription, you can activate it by clicking on Activate Subscription. The contract will be created with the start date and billing schedule for the associated products and terms you specified. When you click Activate Subscription, you will be given the activation options:- Activate Subscription: Use this option if you’ve already signed a contract with the customer and want to start billing immediately.
- Request Customer Signature: Choose this option to send the subscription to the customer for acceptance and signature. It will only activate once the customer signs and the start date is reached.
