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Subscription Versioning

Subscription versioning allows you to make changes to subscriptions that take effect at a specific date while maintaining a complete history of all changes. This is essential for handling upgrades, downgrades, renewals, and mid-cycle changes.

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What Is Versioning?

Every subscription can have multiple versions representing its state at different points in time: Each version contains:

• Products and pricing
• Contract terms
• Billing configuration
• Effective date range

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Version States

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Creating a New Version

1. Navigate to Subscriptions → [Subscription]
2. Click Create New Version or Edit Subscription
3. Make your changes:
   • Add, remove, or modify products
   • Adjust quantities or pricing
   • Update contract terms
4. Set the Effective Date:
   • Immediate: Changes apply now
   • End of Period: Changes apply at next renewal
   • Custom Date: Select a specific future date
5. Review the proration preview (if applicable)
6. Click Save as Draft or Publish

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Managing Versions

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View Version History

1. Navigate to Subscriptions → [Subscription]
2. Click Version History tab
3. See all past, current, and scheduled versions
4. Click any version to view details

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Edit a Draft Version

1. Open the draft version from version history
2. Make changes
3. Save or publish

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Cancel a Scheduled Version

1. Find the published (scheduled) version
2. Click Cancel Version
3. Confirm cancellation

The subscription will continue on its current version.

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Common Use Cases

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Customer Upgrade

1. Customer wants to upgrade from Starter to Pro
2. Create new version with Pro plan
3. Set effective date (immediate or end of period)
4. Publish - proration is automatically calculated

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Annual Renewal with Price Change

1. Customer’s annual subscription is renewing
2. Create new version with updated pricing
3. Set effective date to renewal date
4. Publish to schedule the change

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Add Product to Existing Subscription

1. Customer wants to add an add-on product
2. Create new version
3. Add the new product as a line item
4. Set pricing and effective date
5. Publish

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Contract Amendment

1. Customer negotiates different terms
2. Create new version with updated contract terms
3. Get approval (if approval rules apply)
4. Publish when approved

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Ramps and Phases

For enterprise contracts, you can set up pricing ramps—scheduled price changes that take effect at specific dates throughout the contract term.

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What Are Ramps?

Ramps allow you to define pricing that changes over time, commonly used for:

• Annual escalators: 5-10% yearly price increases
• Phased rollouts: Lower pricing during pilot, full pricing at scale
• Growth pricing: Pricing that matches expected customer growth
• Commitment discounts: Lower year-1 pricing that normalizes in later years

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Example: 3-Year Enterprise Contract

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Setting Up Ramps

1. Navigate to the subscription or quote
2. Add products and set Year 1 pricing
3. Click Add Phase or Schedule Price Change
4. Set the effective date for the next phase
5. Enter the new pricing for that phase
6. Repeat for additional phases
7. Save or publish

Each phase appears as a scheduled version that will automatically activate on its effective date.

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Viewing Scheduled Phases

1. Go to Version History on the subscription
2. See all scheduled versions with their effective dates
3. Each phase shows its pricing configuration
4. Modify or cancel scheduled phases as needed

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Version Comparison

Compare two versions to see differences:

1. Go to Version History
2. Select two versions to compare
3. View side-by-side comparison of:
   • Products and quantities
   • Pricing changes
   • Contract term differences

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Approval Workflow

If approval rules are configured, versions requiring approval will:

1. Enter Pending Approval state when published
2. Notify assigned approvers
3. Wait for approval before becoming active
4. Can be edited or canceled while pending

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Best Practices

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Next Steps