Use quotes for upgrades
Upgrade quotes are used to facilitate midterm changes to a customer's active subscription. They allow you to offer adjustments such as increasing product quantity, switching to a higher-tier product, or applying custom pricing and scheduling—all before the current term ends. This way, upgrade quotes can be scheduled for future dates and support dynamic configurations, offering a more flexible and controlled upgrade experience.
Create an upgrade quote
Upgrade quotes are available through the Subscription Quotes API.
View upgrade quotes in Subscription Management Portal
If an upgrade quote has been issued, the customer can access it in the Documents tab of their active subscription or in an email.
Each quote displays:
- Quote type
- Creation date
- Quoted total price
- Affected product(s)
Customers can click Place order to accept the offer. 
Confirmation screen will come up. When accepting an upgrade quote, the customer is shown a summary of the upgrade price, the effective date, and the updated recurring renewal amount. The prorated charge for the remaining term is clearly indicated. This transparency ensures the customer understands both the immediate upgrade cost and the new monthly price going forward.
As soon as the customer has accepted the quote, the process continues with invoicing and fulfilment.
To learn more, see the the Quote process flows section of the Create and manage flows article.