Upgrade quotes

An upgrade quote changes a running subscription to a new plan, new terms or new pricing. The change has an owner, approvals and customer acceptance before Solvimon bills anything. When the upgrade starts part-way through a billing period, Solvimon automatically credits the unused part of the old subscription.

Why this matters

A sales-led upgrade is a commercial change that needs the same controls as a new deal. The customer accepts a quote, and an approver approves terms that fall outside policy. An edit of the live subscription skips both controls. An upgrade quote does not change the running subscription until the customer accepts. Then, on the agreed date, a new subscription replaces it, and one invoice settles the overlap.

How it works

The request copies the subscription you upgrade into a new quote subscription with type QUOTE and status DRAFT. The copy keeps the original’s billing terms and custom fields, links back through upgraded_from_pricing_plan_subscription_id, and gets one schedule. Solvimon copies that schedule from the schedule that runs on your start_at date. The copy has the new start date and, if you pass one, the new pricing plan version. The original subscription does not change until the customer accepts the quote.

After the customer accepts and the new subscription exists:

Create an upgrade quote

Via API

Call Create an upgrade quote with the subscription you want to change and the date the change takes effect.

curl -X POST https://test.api.solvimon.com/v1/quotes/upgrade \
  -H "X-API-KEY: <apiKey>" \
  -H "Content-Type: application/json" \
  -d '{
    "quote": {
      "owner_user_id": "user_EwDegI0tt0diFEBEed12",
      "name": "Upgrade to Pro",
      "expires_at": "2026-10-31T00:00:00Z"
    },
    "pricing_plan_subscription": {
      "id": "ppsu_gwDeeN0tBe7h5NAw9d1q",
      "reference": "acme-upgrade-pro-2026-10"
    },
    "pricing_plan_schedule": {
      "pricing_plan_version_id": "ppve_gwDeep0tDRcSvkAfeN1Z",
      "start_at": "2026-10-20T00:00:00Z"
    }
  }'

The response returns 201 with the three resources that the call created:

{
  "quote": {
    "object_type": "QUOTE",
    "id": "quot_awDwHo0tYd4VZdBhe010",
    "customer_id": "cust_awDeAl0tsKup9BBJNU1m",
    "owner_user_id": "user_EwDegI0tt0diFEBEed12",
    "name": "Upgrade to Pro"
  },
  "quote_version": {
    "object_type": "QUOTE_VERSION",
    "id": "quve_zwDsvH0vxuCEuSCv6j18",
    "quote_id": "quot_awDwHo0tYd4VZdBhe010",
    "version": 1,
    "status": "DRAFT",
    "expires_at": "2026-10-31T00:00:00Z"
  },
  "pricing_plan_subscription": {
    "object_type": "PRICING_PLAN_SUBSCRIPTION",
    "id": "ppsu_HwDeeN0ueZElY7AltP1z",
    "reference": "acme-upgrade-pro-2026-10",
    "type": "QUOTE",
    "status": "DRAFT",
    "upgraded_from_pricing_plan_subscription_id": "ppsu_gwDeeN0tBe7h5NAw9d1q"
  }
}

After the call, adjust the schedule of the quote subscription (discounts, commitments, enabled pricing) as you do for any other quote. Then finalize the quote version.

The API creates the quote subscription as DRAFT. Through the API, set its status to ACTIVE before you finalize. See Share, accept and convert a quote. Desk does this for you.

When you finalize, Solvimon evaluates your approval policies. You can check them first.

Via Desk

1. On the subscription, open the context menu and select Create upgrade quote.
2. On New upgrade quote, set the Subscription start date. The date is in the customer’s timezone. It defaults to the end of the subscription’s last schedule.
3. Optionally, set an End date.
4. Select Create upgrade quote. Desk opens the new quote subscription.
5. Select the plan and adjust the pricing.

The quote view links to the subscription that it upgrades from. After acceptance, it also links to the new subscription.

Mid-period credit

When the upgrade starts part-way through a period that Solvimon already invoiced for the original subscription, Solvimon credits the unused part. This always occurs. There is no setting for it.

On the upgrade start date, Solvimon shortens the original subscription’s schedule to end on that date. Solvimon then adds a negative line for each fee that meets both conditions:

• A FINAL invoice billed the fee in advance.
• The billed period continues after the upgrade start.

credit = fee billed for the period
         x days from the upgrade start to the end of the billed period
         / days in one billing period, counted from the upgrade start

Solvimon counts days on calendar dates in the customer’s timezone. For a monthly fee, the denominator is the number of days from the upgrade start to the same day one month later.

Solvimon puts the credit on a new invoice for the original subscription. It then combines that invoice with the first invoice of the new subscription. This occurs even if invoice combination is off for both subscriptions. The customer receives one invoice for the switch.

Example

A customer pays a Platform fee of $3,000 per month in advance, with anniversary billing on the 5th. The invoice for 5 October – 5 November 2026 is FINAL. The customer accepts an upgrade quote to a $5,000 plan that starts on 20 October.

With calendar billing, Solvimon prorates the first invoice of the new subscription. See Billing cycles & Pro-ration.

Validation errors

Edge cases

• An upgrade can start before the original’s initial term ends. Solvimon clears the initial term when it cancels the original subscription for the upgrade.

• Discounts, commitments and overrides copied from the running schedule count towards approval policies on the upgrade quote, even if the rep did not add them.