Available now on the Enterprise plan. Ramp Pricing builds a period for each step, and each period keeps its own discount and quantity.
HubSpot's documented way to quote a ramp is to add the product once per period and set the billing start and the term on each line. It works. A lot of multi-year deals still go out that way.
The trouble starts when the second year changes.
Take an accounting firm. Bookkeeping is $500 a month. A $1,000 setup fee covers the first stretch of work, when the firm gets a new client's books in order and reviews how they've been keeping them. For this client, the firm also wants to give a break: 30% off for the first three months, then full price.
That's a pretty simple example, and it rarely goes wrong. But it can get more complex.
In Quote Builder, a recurring line has a ramp icon next to Unit Discount. One-time rows don't. Click it and Configure Ramp Pricing opens.
Set the billing frequency. That choice labels the periods, Year or Quarter or the other frequencies HubSpot already offers, and it writes the same frequency onto every line in the group. Set the billing start. Pick At payment when the contract starts the day the customer pays. Add periods until the schedule matches the deal, and keep at least two.
Discount is the column that steps, unless you change it. Each period gets its own percent or currency amount, and the last period can end on a later year or run until canceled. Click Apply. Quotivity writes the first period onto the original line, clones a line for each period after that, and sets the billing start and the term so later periods follow the first. The rows group under Ramped pricing, and each one is labeled for its period, such as Year 1.
On that subscription, the result is three linked lines. Year 1 is 40 units at 30% off. Year 2 is 90 at 20%. Year 3 is 150 at 10%.
The buyer comes back and wants year 2 at 15%. You click the ramp icon on any of those lines and change one number. The group stays a group.
Quantity belongs to the period. Editing year 3 leaves year 1 alone. If the product sits on a volume price book, each period prices from its own quantity. Nine units in each of three periods takes the quantity-9 tier, rather than a combined 27. A schedule of 9, then 15, then 25 can land in three different tiers, and that's expected.
You can step a number other than discount. Open the column header and pick another numeric line-item field, or the product's pricing-table input, such as GMV. Text, boolean, date, billing frequency, and billing start stay off that list. Your browser remembers the field you picked. A different laptop won't.
Unit price can differ by period too. An annual escalator is that case. The price moves, and you aren't keeping a second spreadsheet so the years stay apart.
Starting ARR, Ending ARR, Starting MRR, and Ending MRR are written on the quote and synced to the deal, so finance can see where the contract begins and where it lands. The first period is the current run-rate. Later periods sit in total contract value. They don't get added into ARR, which would push the run-rate up toward the whole contract. If the deal amount comes from ARR or MRR, it uses the starting figure.
These four fields are interim. The plan is to retire them when HubSpot ships native ones. If you build a report on them, they may migrate to HubSpot's own fields later.
Bundles are out. No ramp on the header, and none on a product inside the bundle. Standalone recurring lines only. That's the question you'll get first.
The quote the buyer opens still shows each period as its own line and its own future payment. It does not print Year 1 or Year 2 on that line. A one-year stretch that reads as billed annually can confuse someone checking it against the contract. Clearer period labels on the template are still in progress.
Quotivity's quoting agent can't build a ramp yet.
On the Enterprise plan, open a quote, add a recurring product, and click the ramp icon next to Unit Discount. If the icon is missing, the line has no billing frequency, it sits inside a bundle, or an admin turned Ramp Pricing off under Settings, then Quoting, then General Quote Settings.
The setup steps are in How ramp pricing works.
If your reps are still cloning the subscription once a year, book a demo and bring one of those deals. We'll build it in the panel.
The discount is the trade for the commitment. The lines should show that trade without a spreadsheet between them.