Subscription-Level Uplift on Renewal

many saas businesses negotiate a price uplift percentage as part of their subscription contracts a committed annual increase that protects revenue against inflation and ensures growth is captured automatically at renewal until now, this required manual price adjustments on every renewal quote or complex workarounds nue's subscription level renewal uplift introduces a dedicated renewal uplift % field that can be stored directly on a subscription, agreed at the time of the original deal, and automatically applied as an adjust price change whenever that subscription is renewed sales reps see the uplift pre populated in the renewal modal, can override it during negotiation, and the resulting incremental value is reflected immediately in the quote line editor with no manual back calculation required this capability complements the existing organization level price uplift (configured via price tags in nue → settings → renewals ) the subscription level uplift is designed for scenarios where individual contracts carry their own negotiated uplift rates that differ from a blanket organization wide setting the subscription level uplift applies on top of the renewal net sales price this means that any special pricing revops admins would like to have carried forward during renewals are preserved before applying the additional price uplift how it works the renewal uplift % flows through the nue data model in a cascade flowchart td a\["quote / order\<br/>\<i>editable\</i>"] b\["quote line item / order item\<br/>\<i>read only, inherited\</i>"] c\["subscription\<br/>\<i>editable\</i>"] d\["renewal modal\<br/>\<i>editable at renewal\</i>"] e\["adjust price line\<br/>\<i>coupled to renewal line\</i>"] a >|"inherits to"| b b >|"copies at order activation"| c c >|"pre populates"| d d >|"generates"| e style a fill #6b4eff,color #fff,stroke #6b4eff style b fill #8b6fff,color #fff,stroke #8b6fff style c fill #6b4eff,color #fff,stroke #6b4eff style d fill #3b82f6,color #fff,stroke #3b82f6 style e fill #10b981,color #fff,stroke #10b981 at the time of the original deal , a sales rep or admin enters the contractually agreed uplift % on the quote or order header this value propagates automatically to every line item on that quote or order when the order is activated, the uplift % is carried on to each subscription created at renewal time , the stored uplift % is pre populated in the renewal modal reps can accept it as is or override it for the upcoming term the system then generates a tightly coupled adjust price change line alongside the renewal line, calculating the incremental price increase using the discount % method over the same duration as the renewal period after renewal , the uplift % used in that term is saved back to the new subscription version and used as the baseline for the next renewal — enabling progressive compounding across successive terms field reference the following new field, ruby renewalupliftpercent c , is introduced across four objects object label api name editable description quote renewal uplift % ruby renewalupliftpercent c yes the contractually agreed uplift % to apply to all subscriptions created from this quote at renewal default 0% order renewal uplift % ruby renewalupliftpercent c yes same as quote editable on the order record default 0% quote line item renewal uplift % ruby renewalupliftpercent c read only inherited from the quote header updated if the rep edits the uplift % in the renewal modal while working in the line editor order item renewal uplift % ruby renewalupliftpercent c read only inherited from the order header acts as a placeholder from which the subscription copies the value at activation subscription renewal uplift % ruby renewalupliftpercent c yes copied from the corresponding order item at activation editable inline in the lifecycle manager or in the renewal modal this is the value the system uses at renewal the renewal uplift % field is not included in any default quote or order field set admin users need to add it to the relevant page layouts or field sets to make it visible to sales reps setup step 1 add the field to quote and order header field set for sales reps to enter and view the renewal uplift % during quoting log in to salesforce and navigate to setup → object manager → quote → field set drag the renewal uplift % field onto the quote header fields quote header fields field set save the configuration of the field set repeat the same steps for the order object step 2 add the field to the quote line item or order item views (optional) the renewal uplift % on quote line items and order items is read only and inherits from the header if your team wants visibility at the line level for auditing or reporting purposes go into the line editor & configure the renewal uplift percent renewal uplift percent column step 3 add the field to the subscription layout (optiona) to allow customer success or revops teams to update the uplift % on an existing subscription independently of a renewal navigate to setup → object manager → subscription → page layouts add the renewal uplift % field to the layout save once configured, users can view the uplift % directly on the subscription card within the lifecycle manager renewal modal behavior when a sales rep initiates a renewal for a subscription that has a non zero renewal uplift %, the renewal modal reflects this automatically the apply price uplift checkbox is checked by default when the stored uplift % is greater than 0% the uplift % field in the modal is pre populated with the value from the subscription the rep can uncheck the checkbox to skip the uplift for this renewal term the rep can edit the uplift % directly in the modal to negotiate a different rate for the upcoming term when the modal is opened in edit mode from the quote line editor , the checkbox is disabled and only the uplift % field remains editable quote line editor behavior after the renewal modal is confirmed, the quote line editor displays a renew subscription change line alongside a tightly coupled adjust price change line the adjust price line is generated automatically — it cannot be independently added, removed, or edited the edit icon is hidden on this line the adjust price line duration is always equal to the renewal term if the rep modifies the renewal term, the adjust price term updates to match the net sales price on the adjust price line is calculated as renewal nsp × (1 + uplift %) renewal nsp , applying the discount % method on top of the renewed nsp change order pricing logic settings (reuse net sales price, recalculate using current list price) are evaluated only to determine the nsp on the renewal line they have no effect on the uplift calculation — the uplift is always applied on top of the calculated nsp the renewal uplift % column is visible on both the renew subscription line and the adjust price line once configured in the quote line editor, so reps can confirm the rate at a glance progressive uplift across renewal terms the renewal uplift % compounds progressively across successive renewal terms at each renewal, the system uses the net sales price from the most recently activated subscription version as the base, and applies the renewal uplift % stored on that subscription version if a rep overrides the uplift % during a renewal negotiation, the revised % is saved to the new subscription version and becomes the baseline for the following renewal how it compounds term base nsp uplift % new nsp original — 2% agreed at signing $500 00/user/month renewal 1 $500 00 2% (rep keeps as is) $510 00/user/month renewal 2 $510 00 1% (rep negotiates down) $515 10/user/month renewal 3 $515 10 1% (carries forward from renewal 2) $520 25/user/month the uplift % from the most recent renewal is what gets stored on the new subscription version and used in the next cycle not the original contracted rate, unless it was never overridden use cases use case 1 standard contractual uplift at renewal scenario smart revenue has a 12 month subscription of vroom pro at $500 00/user/month for 5 users the original deal included a contractually agreed 2% annual price uplift the sales rep enters 2% on the quote at signing at signing field field value value product vroom pro quantity 5 net sales price $500 00/user/month renewal uplift % (quote header) 2% subscription term 12 months when the order is activated, the subscription is created with renewal uplift % = 2% at renewal (12 months later) the sales rep initiates renewal from the lifecycle manager the renewal modal opens with the apply price uplift checkbox pre checked and the uplift % pre populated at 2% the rep clicks confirm the quote line editor shows change type product renewal uplift % list price net sales price quantity term renew subscription vroom pro 2% $500 00 $500 00 5 12 months adjust price vroom pro 2% — $10 00 5 12 months the total renewed net sales price is $510 00/user/month captured automatically with no manual intervention use case 2 subscription level override during renewal negotiation scenario smart revenue has two vroom products on the same order, both with a default 3% uplift set at the header level at renewal, the customer negotiates a different rate for vroom business vs vroom webinar original subscriptions subscription nsp header uplift % vroom business $85 00/user/month 3% vroom webinar $19 90/user/month 3% at renewal , the rep opens the renewal modal for each subscription separately for vroom business the rep overrides the uplift from 3% to 5% during negotiation for vroom webinar the rep keeps the uplift at 3% resulting renewal quote change type change type product product renewal uplift % renewal uplift % net sales price net sales price renew subscription vroom business 5% $85 00 adjust price vroom business 5% $4 25 renew subscription vroom webinar 3% $19 90 adjust price vroom webinar 3% $0 60 after the order is activated vroom business subscription version 2 is created with renewal uplift % = 5% , nsp = $89 25 vroom webinar subscription version 2 is created with renewal uplift % = 3% , nsp = $20 50 at the next renewal , these overridden rates serve as the new baselines for the respective subscriptions use case 3 progressive uplift over multiple renewal terms scenario smart revenue originally signed a vroom pro contract at $500 00/user/month with a 2% annual uplift during the first renewal negotiation, the sales rep agrees to bring the uplift down to 1% that 1% then compounds into subsequent renewals renewal term previous nsp uplift % used new nsp original contract — 2% (agreed) $500 00 renewal 1 $500 00 2% (unchanged) $510 00 renewal 2 $510 00 1% (negotiated down) $515 10 renewal 3 $515 10 1% (carried from renewal 2) $520 25 renewal 4 $520 25 1% (carried from renewal 3) $525 45 at renewal 2, the subscription version 3 is created with renewal uplift % = 1% this is the value pre populated in the modal at renewal 3 not the original 2% use case 4 renewal with uplift and quantity change scenario smart revenue is renewing vroom pro (1 user, $49 90/user/month, 3% uplift) and simultaneously increasing quantity from 1 to 2 users the rep initiates the renewal modal, confirms the 3% uplift, and in the same modal selects the option to add 1 additional unit quote line editor result change type product renewal uplift % net sales price quantity term renew subscription vroom pro 3% $49 90 1 12 months update quantity vroom pro 3% $49 90 2 12 months adjust price vroom pro — $1 50 1 12 months adjust price vroom pro — $1 50 2 12 months the adjust price lines are generated for both the existing quantity (1 unit) and the incremental quantity (1 additional unit) using the same 3% uplift, ensuring consistent pricing across all units in the renewed subscription the adjust price lines for quantity changes use the subscription level renewal uplift % not the header level default if the rep overrides the uplift at the subscription level (e g , changes from 3% to 5% in the renewal modal), the adjust price calculations for quantity changes should reflect the overridden rate use case 5 uplift with auto renewal scenario smart revenue has subscriptions set to auto renew the account team negotiated a 2% uplift at signing no manual rep action is required at renewal time when the nightly auto renewal job runs, it picks up subscriptions due for renewal and reads the renewal uplift % stored on each subscription if the value is non zero, an adjust price change line is generated automatically alongside the renewal line — the same way it works for manual renewals the resulting renewed subscription is versioned with the uplift applied, and the same rate is stored on the new subscription version for the following renewal cycle note for auto renewals, the uplift % used is always the value stored on the subscription at the time the job runs reps cannot override the rate for auto renewed subscriptions unless they recall the order and resubmit relationship with change order pricing logic the change order pricing logic settings ( reuse net sales price from last term and recalculate using current list price and custom logic ) are preserved & evaluated first to determine the net sales price on the renew subscription line the renewal uplift % is then applied on top of that calculated nsp it is never overridden or suppressed by change order pricing logic settings the two mechanisms operate independently example smart revenue has recalculate using current list price enabled vroom pro had a list price of $49 00 at signing but is now $52 00 step value current list price $52 00 recalculated nsp (after pricing tags) $49 90 renewal uplift % 3% adjust price amount $1 50 final renewed nsp $51 40 the pricing logic recalculates nsp to $49 90 based on current prices and tags the 3% uplift is then applied on top of $49 90, not on top of the original $49 00