Co-Term Expansion Engine is a HubSpot Revenue Hub play for mid-term upgrades: change quotes built against the live contract, automatic proration and credit memos, add-ons co-termed to the existing renewal date, and an expansion pipeline with an upgrade/downgrade MRR view.
See it in HubSpotTalk to us about this playThe problem: Adding seats or scope mid-contract means manual proration math, corrected invoices and expansions nobody can report on.
How to read it: Follow a fictional customer upgrading from a $15,000 to a $20,000 monthly pod mid-term: prorated, co-termed to the same renewal date and billed with zero corrected invoices. The bar on top shows which part of the play you're on, and the orange boxes point at what matters on each screen.
Try it: change the effective date on the proration step (step 3) and see the billing change (step 5). Use Next / Back or your arrow keys. Illustrative mockup with fictional customers.
Start upgrades from the contract record so the change quote only prices the difference and links to an expansion deal.
HubSpot credits the unused part of the old item and charges the new one for the days left in the billing cycle. Starting on the billing date avoids partial-cycle proration.
A change quote amends the existing contract, so add-ons end on its existing renewal date and the customer keeps one contract and one renewal. (An accepted renewal quote, by contrast, creates a new linked contract.)
Every change quote feeds an expansion pipeline and the upgrade/downgrade lines of the MRR waterfall.
Browse all 28 quote-to-cash plays in the HubSpot Revenue Hub playbook, or start with how to use HubSpot Revenue Hub.
Yes. With Revenue Hub Professional and contracts, a change quote against the live contract can prorate the upgrade, credit the unused part of the old item and bill the new amount from the effective date.
Co-terming aligns an add-on or upgrade to the existing contract’s end and renewal date, so the customer keeps one contract and one renewal instead of several overlapping terms.
Run upgrades through change quotes so proration, credit memos and the new recurring amount are generated automatically, instead of editing invoices after they’re sent.
Expansion MRR per month, time to quote an upgrade, and billing corrections per month (target zero).
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