Subscription Phasing for Quoting

Subscription Phasing for Redwood Quoting provides a phase drawer experience that lets your teams segment a subscription term (for example, by month, quarter, or year) and apply period-specific discounts to supported charges.

This feature supports flexible commercial scenarios such as introductory pricing, stepped discounts, and planned changes across a multi-year term, while maintaining quote consistency and integration behavior in Subscription Management.

Feature Highlights:

Gives sales teams more control over subscription pricing without manual workarounds.
Improves quote accuracy for complex agreements with phased commercial terms.
Aids to align quoted pricing to real-world customer ramp and discount expectations.
Supports seamless handoff to downstream systems by preserving period-level adjustments.

Steps to enable and configure

Prerequisite: Before you can use this feature, you must have enabled primary price support. Refer to Support Primary Charge in Quoting feature in this document.

To implement subscription phasing for quoting, complete the following steps:

Navigate to Admin Home > Quotes List.
Open a quote that contains a supported subscription product with recurring charges.
Open the charge drawer.
Using the Edit icon, launch the phase editing experience.
Select target charges and phase duration, then apply phased discounts.
Review new values and apply and manual adjustments.
Click Save to save the changes to the quote.

Tips and considerations

Validate the integration behavior for your business-specific Order and Subscription flows before moving into a production environment.

We recommend you provide your business-specific policy guidance for users moving from static pricing to phased pricing.