Custom Pricing Examples with HubSpot Deals

This article provides hands-on examples for using the Custom Pricing wizard inside HubSpot Deals. If you're looking to include setup fees, trial periods, or pricing expirations in your HubSpot subscriptions, follow the examples below.

See Also: How Custom Pricing Works in HubSpot

Enable Custom Pricing

From Advanced Billing, go to Config > Integrations > HubSpot and check the Custom Pricing box.

Example 1: Configure Custom Pricing for a New HubSpot Deal

The steps below walk you through creating a new deal in HubSpot and applying custom pricing to both a Product and a Component, and show how to use the Setup Fee and Expiration options.

1. In the right panel of the Contact record, under the Deals section, click Add.

   

2. Enter the details of the new deal and then click Create. Next, add a Product and a Component as Line Items.

3. From the right panel, scroll down to the Line Items section and click Add.

   

4. To configure the Product line item, click Select from product library.

5. From the Add line item popup, select the Product and Component from the list.

   In this example, the Product is "Astonish months bill and term" and the Component selected is "Monthly bill."

   

6. Click Add.

7. In the Line Item page, click Save. You will be prompted to update the deal amount.

   

8. Click Update deal amount.
9. From the Deal page, click Subscription Preview.

10. In the First Invoice Preview, next to Product, click Custom Pricing.

    

    From the Setup Custom Pricing screen, you can edit the price and billing frequency, add a trial period, add a setup fee, or enable an expiration date.

    

11. From the Setup Custom Pricing screen, do the following:
    1. For Price, enter $1000.50 for every 1 month.
    2. Toggle Add setup fee to ON and enter a Price of $150 and click Charge setup fee before trial period.

    3. Toggle Enable expiration to ON and set it to expire after 11 months.

       Your setup should look like the following:

       

    4. Click Save.

    From the Subscription Preview, notice the updated items:

    

    To delete the Custom Pricing and revert to the original price, click the Trash icon next to the Price.

    

    Best Practice: Before you click Create Subscription, double-check your Line Items configuration.

12. Close the Subscription Preview to return to the Deal page.

13. Refresh the browser session.

    From the right panel, under Line Items, you can see the Custom Pricing applied to the Product prior to subscription creation.

    

14. Click Edit to see the updated line item configuration.

    

    The Component “Monthly bill” term is also updated to 11 months.

15. After you’ve reviewed the Deal and are ready to generate it, go back to the Deal page and click Subscription Preview.
16. Click Create Subscription.
17. From the right panel, scroll down to the Subscriptions section and click Sync Deal with Chargify.
18. Once the sync has finished, to check the Deal directly in Maxio Advanced Billing, click Subscription ID from the right panel.

Example 2: Add a Trial Period and Expiration

In this example, you'll learn how to configure a Product with a trial period and expiration, then apply separate pricing logic to a Component.

1. From the Deal page, click Subscription Preview.
2. For the Product, click Custom Pricing.
3. From the Setup Custom Pricing screen, do the following:
   1. For Price, enter $1100 for every 1 month.
   2. Toggle Add trial period to ON and set the trial period Price to $50, lasting 1 month.

   3. Toggle Enable expiration to ON and set it to expire after 9 months.

      Your setup should look similar to this:

      

   4. Click Save.

   The Subscription Preview is updated with your recent changes:

   

   Because a Trial Period was added, you will edit the Component Custom Pricing next.

4. In the Future Invoices Preview, next to Component, click Custom Pricing.

   

5. From the Setup Custom Pricing for the Component screen, do the following:
   1. For Pricing Scheme, click Per Unit and enter a per unit price of $99.
   2. Set the Billing and Invoicing Interval to every 3 months.
      Your setup should look like this:
      
   3. Click Save. This returns you to the "Subscription Preview".

   Tip: Set billing intervals for Components independently from the Product to reflect metered or usage-based add-ons.

6. Close the Subscription Preview to return to the Deal page.

7. From the right panel, under Line Items, click Edit to see the updated line item configuration.

   

   Note the changes to the Unit Price and the Term.

8. Now that you’ve reviewed the Deal and are ready to generate it, go back to the Deal page and click Subscription Preview.

9. Click Create Subscription.

   

10. From the right panel, scroll down to the Subscriptions section and click Sync Deal with Chargify.

11. Once the sync has finished, to check the deal directly in Maxio Advanced Billing, click Subscription ID from the right panel.

    

    This opens the Subscription in Maxio Advanced Billing.