- handbook
- Company
- Company
- Board & Investors
- Communications
- Decision making and project management
- Guides
- KPIs and OKRs
- principles
- Remote Work
- Security
- Asset Management Policy
- Business Continuity & Disaster Recovery Policy
- Information Security Roles and Responsibilities
- Operations Security Policy
- Risk Management Policy
- Third-Party Risk Management Policy
- Human Resources Security Policy
- Incident Response Plan
- Cryptography Policy
- Secure Development Policy
- Access Control Policy
- Information Security Policy and Acceptable Use Policy
- Data Management Policy
- strategy
- values
- Operations
- Product
- Blueprints
- Feedback
- Market Segments
- Metrics
- Node-RED Dashboard
- personas
- Pricing Principles
- Principles
- Responsibilities
- Strategy
- Versioning
- Customer department
- Customer
- Customer Success
- flowfuseforeducation
- Hubspot
- Marketing
- How we work
- Video
- Customer Stories
- Community
- blog
- Lead Generation
- Social Media
- Marketing - Website
- FlowFuse Messaging
- Webinars
- Trade Shows
- Sales
- Engineering & Design Practices
- Design
- Engineering
- Certified Nodes
- Contributing
- Front End
- Packaging Guidelines
- Platform Ops
- Deployment
- Incident Response
- Observability
- FlowFuse Dedicated
- Staging Environment
- Production Environment
- Project Management
- Releases
- Security Policy
- Team NPM Registry
- tools
- Website A/B Testing
- Internal Operations
- People Ops
# Engagements
Pricing is publicly available at our pricing page.
# Per-site licenses
Self-hosted FlowFuse installations require a minumum of 10 instances per location or geographic site.
# Generating a Quote
Clearly written, easy to understand quotes are crucial for customers to understand what they are purchasing and how much it costs. To create a quote, combine the (1) product plan and (2) other purchased items according to the following guide.
What to Quote
When preparing a quote, include both the plan and any extras that go beyond what comes with the plan at the designated tier. Include a note in the Terms section that indicates what comes with the plan. (This will be pre-filled when using one of the HubSpot quote templates). The product plan will be listed as its own line, with a quantity of 1, and the minimum purchase price for that plan. The add-on options should also be added to the product section, as referenced by the purchase term template.
| Item & Description | Quantity | Unit Price | Total |
|---|---|---|---|
| FlowFuse Enterprise Platform - Cloud | 1 | $X,000/year | $X,000 |
| Enterprise - Instance Add-On | 10 | $X,000/year | $X,000 |
| Enterprise - Remote Device Add-On | 10 | $X,000 | $X,000 |
Annual Subtotal $XX,000
Total $XX,000
Creating a Quote
Follow these steps to create a quote.
- In HubSpot, open the relevant Deal. In the Quotes area, click Add to begin a new quote.
- Fill in the Buyer Information section. This will pre-fill with the information from the contact in the Deal.
- The default Quote creator will be you. Change this if necessary.
- In the Line Items area, select the appropriate Plan that is being quoted. Set billing to Annual, and adjust fields for Term and discount/fee/tax as needed. Add additional line items only for purchases that exceed features that are included with the Plan.
- Set Signature and Payment settings as needed.
- In the Template and Details section, choose the appropriate Quote Template from the dropdown menu. Choosing the correct Quote Template is important because it will pre-fill the correct plan features onto the quote. You can include additional Comments to Buyer or Purchase Terms here. They will not overwrite the Terms and Comments included with the Quote Template.
- Review your Quote, and when everything is correct, click Create to create the quote attached to the relevant Deal.
# Closing a deal
A deal is considered closed when all the outlines steps below are completed. Starting the closing process can commence when the customer has legally committed to purchase our products or services. This commitment must be evidenced by one of the following:
- Receipt of a Customer Purchase Order (PO): A document issued by the customer, authorizing the purchase of specified goods or services at a specified price.
- Signed Company Quote: A formal, written quotation provided by our company, which has been duly signed, indicating their acceptance of the terms and conditions outlined therein.
Important Note: Verbal agreements, informal emails, or other non-binding expressions of interest do not constitute a closed deal. The legal commitment, as evidenced by a PO or signed quote, is the sole determinant.
# Steps
- Start invoice procedure
- Send an email including instructions how they get access to bought resources and to introduce the customer to their Customer Success Manager.
- Cloud
- Ensure a team on FlowFuse Cloud has been set up by the customer
- Request the customer team to enter manual billing mode
- Have a FlowFuse Admin upgrade the customer to the correct tier
- Self-Managed
- Generate a license key
- Send the license key with the onboarding email to the customer, in the email explain how to use support@flowfuse.com and our live chat the get support from our team.
- Cloud
- If Professional Services are included, contact the person who runs the FlowFuse PS team with the description of the work sold, the amount of hours, and the total value.
- Upload the documents to the Google Drive in the correct directory
- Signed quotes and P.O.'s
- If negotiated custom, the Subscription agreement
- Update the deal to:
- Set the Renewal data for the deal
- Move the deal to
Closed Wonin HubSpots Deal overview, update the close date to when the customer committed to purchasing.
# Closing an upsell
A deal is considered an upsell when the customer already has an annual subscription, and would like to purchase more licenses or services.
# Steps
- Create a new "expansion" deal in HubSpot with the total new ARR, specifying the start date and renewal date for proration. Be sure to associate the existing renewal deal in order to track total ARR.
- Send a HubSpot quote for signature to confirm the additional yearly costs.
- Continue the steps when closing any other deals.