Renewals you see coming.
Run every plan from quote to renewal on the customer record, give customers access to manage their own, and let Prospera Books raise the invoices.
Every renewal, a month ahead.
See which subscriptions renew next, which need a reply, and which customers are using less.
Renewal dates
Every plan with its next renewal and its value.
Early warnings
Notices sent, quotes open and usage down, flagged.
Recurring value
What your subscriptions bring in each month.
From quote to renewal, on one record.
A subscription starts from an accepted quote and keeps its plan, orders and renewals together. Invoices are raised in Prospera Books and their status comes back. We connect the two for you during setup.
Starts from the quote
Nothing retyped when the customer accepts.
Renew or change the plan
Change quantities or move to a new plan at renewal.
Billing in Prospera Books
Invoices raised there, payment status shown here.
Customers manage their own plan.
In the customer portal your customers review offers, place orders, manage their subscriptions and download their documents.
Their own login
Each customer sees only their own plans and papers.
Changes you confirm
A change request reaches the account owner first.
Documents in one place
Invoices, delivery notes and reports to download.
Recurring revenue, kept.
Six details that keep subscribers subscribing.
Plans
Monthly, termly or yearly plans with their own lines.
Renewal reminders
The owner gets a task before each renewal date.
Notices from the record
Send renewal notices and see the reply on the customer.
Upgrade or downgrade
Change the plan at renewal with its history kept.
Multi-currency
Plans in the currency your customer pays in.
Permissions by role
Each person sees what their role allows.
Questions.
Who raises the invoices?
Prospera Books. Sales Cloud manages the plan and the renewal. Each invoice and payment is handled in Prospera Books, and the status shows on the subscription.
Can customers change their own plan?
Customers can manage their subscriptions in the customer portal. You decide which changes they can make and which need your confirmation.
Can a subscription start from a quote?
Yes. When the customer accepts the quote, the plan starts from it without retyping.
Will we know which renewals are at risk?
Yes. Renewals coming up, notices without a reply and customers ordering less are flagged for the owner.
Keep every renewal.
Book a demo and we will set up your plans and renewal rules with you.