Confirm a quotation with recurring products, and a subscription contract is automatically generated based on the confirmed order.
Customers’ payment information is securely stored, and their payment method is automatically charged when it’s time to renew their subscription.
Instead of automatic renewals, customers are automatically invoiced at the time of subscription renewal. The accounting system updates automatically, including invoice creation, validation, and payment recording
Attach an email template to a stage or use automated actions to send surveys to customers at specific times to gather their feedback on services.
Taxes are automatically managed and updated in real-time according to your company’s location and tax settings.
Send quotations directly to customers via a secure URL, allowing them to confirm their orders online.
Customers do not need to log in or create an account on your website to view contracts and quotations.
Customers can access all their documents online, including active subscriptions, interactive quotes with options to contact a salesperson, sales orders, and invoices (in PDF format), all at a glance and in detail.
Allow customers to update their contact information online and adjust their subscription contract’s access rights. Display additional options that customers can add to or remove from their contract.
Customers can easily access all their contract details online, including invoice address, next invoice date, recurrence, subscription plan, options, and payment information.
Store customers’ payment information for automatic payments, and enable them to receive invoices via email automatically.
Customers can terminate the contract themselves and provide a reason for doing so.
Information is securely stored, even if a payment fails.
Access data on new, churned, expansion, down, and net new MRR. Revenues are automatically recognized and tracked as they accrue. MRR analysis is available for each recurring sales order individually.
Projected annual MRR growth and anticipated annual contract growth.
Monitor the reasons customers cancel their subscriptions.
Monitor net and non-recurring revenue, average revenue per contract, annual run rate, lifetime value, logo churn, revenue churn, and contracts.
Monitor your customer retention rate using customizable cohort analysis.
Evaluate each salesperson’s contribution to your MRR, including new, churned, expansion, down, and net new MRR.
Sell and upsell both one-time sales and subscription products within the same sales order. TailorERP Subscriptions and TailorERP Sales are seamlessly integrated.
Customers can confirm orders online using e-signature and/or online payment options.
Save time by creating contract templates for your most common scenarios.
Set up pricelists, discounts, units of measure, and more.
Set up custom recurrence periods, such as Weekly, Monthly, or Every 2 Months.
Establish conditions on subscription templates to distinguish between subscriptions in good standing and those in poor condition.
Trigger customizable alerts (e.g., send emails, schedule activities, update subscriptions, send surveys) when a subscription triggers one of your preconfigured red flags.
Assign different access rights to customers, allowing them to self-subscribe and manage their subscriptions online with options such as restricted access, upgrade-only, or upgrade and downgrade. Define service options and setup fees accordingly.
Offer subscriptions for sale directly on your website.