Name: Subskribe Amend - Create an amendment order
Uploaded: 2024-05-18T09:38:33.000Z
Duration: 2 min 54 s
Description: Subskribe is the adaptive quote-to-revenue platform that unifies CPQ, billing, revenue recognition, and advanced analytics.

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Subskribe

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Subskribe is the adaptive CPQ, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with some of the world’s leading SaaS companies, Subskribe helps businesses maximize revenue with innovative deal structures like ramp-up engagements, mid-term upsells, and flexible discounts. The result is faster time-to-market, increased top-line growth, and massive operational savings.

Subskribe Build - Craft a multi-year ramp deal

In this video, you will see how Subskribe helps sales teams build multi-year deals with prices that rise each year. You start by syncing an order from your CRM and picking a 3-year ramp plan. With a few clicks, you add products, set prices, and apply volume or line discounts. Subskribe shows revenue numbers in real time, handles approvals, and makes a clear contract document for the customer to sign. This tool cuts pricing complexity and speeds up getting signed deals.

Overview of Subskribe’s user-friendly interface for building complex, multi-year ramp deals and reducing setup complexity.

Introduction to Subskribe Ramp Deals

How Subskribe syncs with your CRM or reseller ID and lets you create and associate three-year deals instantly.

Syncing Orders and Deal Setup

Building robust, annual ramp deals with one click, using linear or custom date ramps to fit your sales needs.

Creating Linear Ramp Structures

Selecting plans from a single product catalog and adding specific product lines to your ramp deal in just a few clicks.

Adding Products to Deals

Real-time computation of list and sell prices, duplicating hubs annually, and applying growth to data insights over time.

Dynamic Price Calculation and Ramp Growth

Drilling into charges to see volume discounts, then applying overall or line-specific discounts and overrides.

Applying Bulk and Line-Level Discounts

Displaying service terms for each ramp line and allowing list price overrides to present clear deals to customers.

Viewing Service Terms and Price Overrides

Instant order calculations, plus entry and exit ARR metrics, making order creation transparent for sales reps.

Real-Time Computing and Sales Metrics

Submitting orders for approval, tracking required actions, auto-approving as admin, and moving orders through workflow.

Approval Workflow and Execution Readiness

Generating fully customizable deal PDFs, presenting subscription fees by year, and sending for e-signature to finalize the contract.

PDF Customization and E-Signature Process

Subskribe Approve - Execute complex approval workflows

The video shows how Subskribe helps sellers create easy approval workflows. You can set up rules for orders, making sure everything is checked before it’s approved. This tool lets you handle approvals at different levels and customize them for specific needs like payment terms. Admins can assign who can approve orders, and sales teams can see what’s needed for their orders to get approved. Notifications make sure everyone knows what’s happening, and any rejections are tracked. Subskribe makes it simple to manage approvals and helps sales teams work faster and smarter.

Overview of how Subscribe lets sellers easily configure complex approval rules for seamless order processing.

Introduction to Subscribe Approvals

Admins use a simple drag-and-drop builder to name, activate, and layer rule groups for robust workflows.

Building Approval Workflows

Set rules at the order header or line level and use selectors to target payment terms or order types.

Custom Rule Conditions

Link each rule to specific users, roles, or groups who can review and approve requests.

Assigning Approvers

Sales reps see which rules apply to their orders and past rejections are stored for auditing.

Approval Previews & Audit Trails

Approvers get alerts via email or Slack, can comment, approve or reject, and orders revert to draft if rejected.

Notifications & Decision Actions

Eliminate the need for expensive experts, gain a modern CPQ approval solution, and close deals faster with data insights.

Benefits & Fast Go-to-Market

Subskribe Amend - Create an amendment order

In this video, you’ll see Subskribe’s CPQ software for handling subscription changes easily. You’ll watch how to open a customer’s subscription, start an amendment order, set an effective date, and adjust quantities or add new plans. The system proration-calculates costs. After approval and signature, your updates appear in the subscription record. Finally, you’ll discover Subskribe’s analytics view that tracks upsells, expansions, and growth in one clear dashboard.

Learn how traditional amendments create stress and inefficiencies, and how Subskribe’s modern CPQ offers a seamless solution.

Introduction to Amendment Challenges

Discover how Subskribe treats a subscription as a contract, managing entitlements, service periods, orders, invoices, and payments all in one place.

Centralized Subscription Management

See how sales reps can quickly create amendment orders, carry over subscription details, set effective dates, and adjust quantities for current and future periods.

Creating Amendment Orders

Understand how Subskribe automatically prorates amendment values, supports independent line-item adjustments, adds new plans, and drives approvals and execution.

Automated Proration & Flexibility

After approval, view all changes—service period edits, quantity updates, entitlement adjustments—directly on the subscription record with financial impacts recorded.

Tracking Subscription Changes

Learn how managing amendments within the subscription enables easy visualization of upsells, expansions, and product growth over time in analytics dashboards.

Visualizing Amendments in Analytics

With a few clicks, pivot and filter order data to explore detailed expansion growth that occurred within the subscription timeline.

Deep Dive with Order Pivoting

Subskribe Invoice - Bill any price or deal structure

In this video you will see Subskribe, a tool that makes billing fast and accurate. Sales reps enter orders, pick products, add discounts, and set billing dates. When a deal turns from one year to multi-year, Subskribe updates the price and schedule right away. Finance teams then make draft invoices, apply payments or credits, and even void mistakes. You also learn about bulk billing, automatic invoicing, overdue reminders, and built-in tax rates with Avalara.

Learn how Subskribe brings efficiency and precision to invoicing with a single product catalog and real-time invoice computations.

Introduction to Subskribe

See how sales reps negotiate deals, enter quantities and discounts, and how Subskribe computes balances and financial data for order forms and upcoming invoices.

Order-Stage Calculations

Understand how to define billing cycles and leverage configured pricing for accurate proration and invoice generation.

Billing Cycles & Proration

Discover how Subskribe handles term changes, automatically recomputes balances, and turns orders into subscriptions with defined customer entitlements.

Subscriptions & Contract Entitlements

Walk through generating draft invoices, reviewing amounts, and applying manual or automated payments, credit memos, and voids.

Invoice Creation & Payment Workflows

Learn to process invoices in bulk by setting target and invoice dates, reviewing batches, posting multiple invoices, and logging any errors.

Bulk Invoice Processing

Set up billing schedules with intervals and offsets to automate invoice posting and emailing on your chosen cadence.

Automated Invoicing Schedules

See how invoices consolidate service periods into single PDFs, automate dunning notices, and integrate with Avalara for custom tax mapping.

Consolidation, Dunning & Tax Integration

Subskribe Measure - Analyze and track advanced SaaS metrics

In this video, you see Subskribe, a tool that keeps all your sales and billing data in one place. You learn how it uses one product list so sales, finance, and other teams share the same information. You watch ready-made reports on yearly subscription revenue, customer churn, and growth. With one click, you can dive into details without moving or re-building data. Subskribe helps you make fast, clear business decisions.

Learn how fragmented systems hinder growth and how Subskribe’s unified platform gives leaders immediate confidence in strategic decisions by bringing all data together.

Overcoming Disjointed Data

Discover Subskribe’s unique approach: one master product catalog that powers sales, orders, subscriptions, invoices, payments, revenue recognition, and accounting—eliminating custom integrations and ensuring consistent data.

Single Unified Product Catalog

See how data once siloed across multiple tools is now accessible at the click of a button. Intuitive, pre-built reports provide a single source of truth and end debates between departments.

Instant, Out-of-the-Box Reporting

Explore Subskribe’s business intelligence tool with comprehensive analytics. Track key SaaS metrics—ARR, churn, net dollar retention—view summary or detailed reports, analyze cohorts, and drill into accounts or time periods.

Robust BI & SaaS Metrics

Because all quote-to-revenue data lives in one system, you can generate any revenue metric you need instantly—no more manual re-aggregation or rebuilding across disparate systems.

Effortless Revenue Metric Conversion

Quote-to-revenue platform that unifies CPQ, billing, revenue recognition, and advanced analytics.

 Revenue Operations, Sales Operations, Finance

Subskribe is a software company that helps businesses manage their sales and finances more easily. They offer tools that assist with creating price quotes, handling billing, and recognizing revenue, all in one platform. This makes it simpler for companies to keep track of their sales and money. ([subskribe.com](https://www.subskribe.com/?utm_source=openai))

company_summary

Companies use Subskribe to:

- **Speed Up Sales**: By creating price quotes faster, sales teams can close deals more quickly.
- **Simplify Billing**: Automating billing processes reduces errors and saves time.
- **Ensure Accurate Financial Records**: Proper revenue recognition helps in maintaining correct financial statements.
- **Manage Subscriptions Efficiently**: Keeping track of customer subscriptions becomes easier, especially when there are changes or renewals. ([subskribe.com](https://www.subskribe.com/?utm_source=openai))

use_cases

Subskribe offers different plans based on what a company needs. For example, their complete quote-to-revenue platform is estimated to start at around $140,000 per year. For exact pricing, it's best to contact Subskribe directly. ([subskribe.com](https://www.subskribe.com/pricing?utm_source=openai))

price_estimate

Subskribe is designed for businesses of various sizes, especially those in the software industry. It's particularly useful for:

- Sales Teams
- Finance Teams
- Revenue Operations Teams

These teams often work in companies that have between 11 to 50 employees. ([linkedin.com](https://www.linkedin.com/company/subskribe/?utm_source=openai))

company_icp

Some notable companies that use Subskribe include:

- **Zip**: A company that streamlined its sales process using Subskribe.
- **BigID**: They reduced costs and improved efficiency by implementing Subskribe's platform.
- **Chainguard**: Utilized Subskribe to manage complex billing and revenue recognition needs. ([subskribe.com](https://www.subskribe.com/?utm_source=openai))

best_customers

- **Privacy Policy**: ([subskribe.com](https://www.subskribe.com/?utm_source=openai))
- **Terms of Service**: ([subskribe.com](https://www.subskribe.com/?utm_source=openai))

legal_info

Subskribe stands out because it combines quoting, billing, and revenue recognition into one easy-to-use platform. This integration eliminates the need for multiple systems and reduces manual work, helping businesses operate more efficiently. ([subskribe.com](https://www.subskribe.com/?utm_source=openai))

company_uniqueness

- **Create Price Quotes Quickly**: Easily make detailed price quotes for customers.
- **Manage Subscriptions**: Keep track of customer subscriptions and handle changes smoothly.
- **Automate Billing**: Send invoices and process payments without manual work.
- **Recognize Revenue Accurately**: Ensure that revenue is recorded correctly according to accounting rules.
- **Integrate with Other Tools**: Connect with platforms like Salesforce and HubSpot to streamline processes. ([subskribe.com](https://www.subskribe.com/?utm_source=openai))

Subskribe Amend - Create an amendment order

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