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Tutorial/Lifecycle Manager

Evergreen Subscriptions

Many subscription businesses, especially those selling to consumers, want to offer evergreen subscriptions. Evergreen subscriptions are like "good until canceled" subscriptions, where customers are automatically charged for their subscription fees until they cancel. Examples of companies offering evergreen subscriptions are Netflix, Amazon Subscriptions, Blue Apron, and others.

In the modern pricing model, especially for businesses focused on product-led growth, customers use the products or services and get billed regularly. These models, known as Pay As You Go, don't have an end date either.

Evergreen subscriptions don't have a fixed subscription period. They work on a recurring revenue model, starting on a specific date and continuing indefinitely without an end date.

Sometimes businesses want to switch from an evergreen subscription to one with a specific term. For example, let's say our fictional company Smart Revenue initially signs up for Snowflake using a Pay As You Go model without a fixed term. Later, the company decides to switch to a 1-year contract with Snowflake. And if Smart Revenue wants to go back to the Pay As You Go model without a specific term, they can do that too.

This tutorial walks you through the steps to configure evergreen subscription products, and see them in action in the Lifecycle Manager.

Create an Evergreen Subscription Product

A user can create an evergreen subscription product by following the steps below:

Login to Nue App
Navigtate to Product Catalog → New Product
In the Renewal field, select "Evergreen". When the user selects Evergreen, the Subscription Term and Renewal Term fields will be hidden automatically.

Add Evergreen Subscription Product in Line Editor

After the evergreen subscription product is created, users can add it to a quote or order by searching and selecting the product in the Line Editor.

After the evergreen product is added to the Line Editor, you can add 'Evergreen' field into the Line Editor and observe that the checkbox is checked. At the same time, both Subscription Term and Subscription End Date are empty.

You can uncheck the Evergreen checkbox, and see that the values of Subscription Term and Subscription End Date will be re-populated.

When ‘Evergreen’ field is checked, the line item will have the following:

Field	Value	Comments
Start Date	Default to the Start Date on header object
End Date	NULL
Subscription Term	NULL
Evergreen	True	Evergreen field can be changed by the end user to ‘False’.
Delta TCV	NULL	Since there is no term, so the Delta TCV is null. On UI it will be displayed as '-'
Delta ACV	Set to Delta ARR	Calculated as what we have today.
Net Sales Price, Sales Price, Total Price, Total Amount	Calculated as if the Subscription Term is 1.	If the UOM has term dimension year, e.g. 1200 License/Year, then the total price for a quantity of 10 will be 12,000.

Manage Evergreen Subscriptions in the LIfecycle Manager

After users close-won an opportunity, its primary quote containing the evergreen subscription lines will be activated into an order. The line item will be provisioned into an evergreen subscription. Users can see the subscription in the Lifecycle Manager.

In the subscription card, the subscription has the Evergreen indicator, and its Today's MRR, Today's ARR, etc. are calculated as usual. The Total TCV is not displayed since it has no meaning for evergreen subscriptions.

In the Subscription card, the Renew action is also hidden since the evergreen subscription need not be renewed.

Switch to Termed Subscription

Switching an evergreen subscription to a termed subscription can be a strategic decision for businesses in various scenarios. For instance, customers initially subscribe on an evergreen basis, but as they gain confidence in the service or as part of a contractual agreement, they may decide to commit to a termed subscription for a defined period.

To switch an evergreen subscription to a termed subscription, you can follow the steps below:

Find the evergreen subscription in the Lifecycle Manager → Subscriptions tab
Click 'Update Term' in the subscription card
Fill up the form to set the Subscription Term, e.g. 12 Month. Optionally you can also set a renewal term for the subscription.
Click 'Confirm' to add the change request to the Change Cart
Checkout the change request in the Change Cart into a quote or order
In the Line Editor of the quote or order, you may find a 'Co-term for Evergreen' Change Line if you are switching an evergreen subscription to a termed subscription in the middle of the term. In such case, the evergreen subscription would be first co-termed to today's date, and then expanded with the subscription term specified in the change request.
Finalize the quote and activate the order.
Navigate to the Lifecycle Manager → Subscriptions tab again. You can see that the subscription is not converted to a termed subscription, with the Subscription Term and Subscription End Date populated with values.

Evergreen Subscription Bundle

When creating or editing a bundle, users can set the Renewal Mode to 'Evergreen' too. If an evergreen bundle product is added to the line editor, then all the child recurring products will also be set to evergreen by default. To change the bundle to a termed subscription, users can uncheck the 'Evergreen' field on the bundle line, which will automatically change the child evergreen products to termed ones as well.

Users can also change the renewal mode of a bundle on the bundle configuration page, and this change will affect all child recurring products as well.

Once the order with the bundle product is activated, users can view the generated evergreen bundle subscription in the lifecycle manager, and all the child subscriptions are also set as evergreen. Users can switch between evergreen and termed bundles. When converting an evergreen bundle subscription to a termed one, all child subscriptions will also be converted at the same time.

NOTE

Please note that changes to the terms of evergreen bundle subscriptions are only allowed for top-level bundle subscriptions.

Billing for Evergreen

When creating quotes or orders, users can preview the invoices for evergreen line items. If only evergreen line items are included in the quote or order, users can preview the invoices until the current term ends. If termed line items are included as well, users will be able to preview the invoices for evergreen line items up to the latest end date of the recurring line items.

With evergreen subscriptions, businesses can keep billing their customers on a recurring basis by setting up a recurring billing schedule. If they need to charge customers for multiple billing periods in advance, they can still set a future target date and generate future invoices accordingly.