Product/Quotes with a Setup AND a Recurring (monthly) Fee.

Product/Quotes with a Setup AND a Recurring (monthly) Fee.

Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee.

It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module.

What we need, which is essential for SAAS business with a subscriptions and a setup model:
- We want to add products to our quotes with two prices (setup AND month fee)
- These should be visible and editable in the product details in the Quotes module
- There should be TWO totals: one for the different setup fees and one for the recurring monthly fees
- Offcourse this should be converted to the Quote pdf as well

SUMMARIZED: Take a look at Zoho Subscriptions and embed the Recurring (weekly/monthly/quarterly/yearly) Fee in Zoho CRM Products and Quotes.

With this you would build the CRM solution for SAAS businesses!


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