- handbook
- Company
- Company
- Board
- Communications
- Decision making
- 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
- Access Control Policy
- Incident Response Plan
- Cryptography Policy
- Information Security Policy and Acceptable Use Policy
- Secure Development Policy
- Data Management Policy
- strategy
- values
- Operations
- Product
- Feedback
- Market Segments
- Metrics
- Node-RED Dashboard
- personas
- Pricing Principles
- Principles
- Responsibilities
- Strategy
- Versioning
- Customer department
- Customer
- Customer Success
- Hubspot
- Marketing
- How we work
- Marketing
- Video
- Customer Stories
- Social Media
- blog
- Community
- Marketing - Website
- Webinars
- FlowFuse Messaging
- Sales
- Engineering & Design Practices
- Design
- Engineering
- Certified Nodes
- contributing
- Front End
- Packaging Guidelines
- Platform Ops
- Deployment
- Incident Response
- Observability
- Production Environment
- Staging Environment
- FlowFuse Dedicated
- Project Management
- Releases
- Security Policy
- tools
- Website A/B Testing
- Internal Operations
- People Ops
# Engagements
Pricing is publicly available at our pricing page.
# 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. On a separate line(s), include only additional items that are being added to the deal. Do not use line items to enumerate what comes with the plan. This will cause confusion and makes the line item(s) redundant.
EXAMPLE 1:
Suppose that a customer wants to purchase a year of the Team plan with 5 small instances, the minimum number for the Team plan. That quote would look like this (ignoring any discounts or other extras):
| Item & Description | Quantity | Unit Price | Total |
|---|---|---|---|
| FlowFuse Team Platform - Cloud | 1 | $X,000/year | $X,000 |
Annual Subtotal $2,100
Total $2,100
EXAMPLE 2:
Suppose a customer wants to purchase a year of the Enterprise plan with 20 instances, plus 10 additional instances and 10 devices. That quote would look like this (ignoring any discounts or other extras):
| 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 new deal
Follow the steps below to ensure every new customer is setup for success and quickly as possible following a sale. A deal is considered closed when the customer signed the order form or quote. You do not need to wait for countersignature.
# 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
- Download the completed Order Form and Subscription Agreement, and upload them to the Legal folder in Google Drive.
- Set the Renewal data for the deal
- Move the deal to
Closed Wonin HubSpots Deal overview.
# 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.
- Start invoice procedure
- Send an email including instructions how they get access to bought resources.
- 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
- Move the deal to
Closed Wonin HubSpots Deal overview.