/
/
Quote 2Checkout upgrades against the renewal price
For sales teams who ask their AI assistant what a 2Checkout subscription can upgrade to and how it compares with the next renewal.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Upgrade quotes without the renewal price
Reps quoting a 2Checkout upgrade often cannot see what the subscription can move to or what the next renewal costs. Without both numbers side by side a quote can be wrong.
Without PopdockAI
- Look up upgrade options for the subscription
- Find the renewal price separately
- Work out differences by hand
- Quote two options that cannot be combined
With PopdockAI
- Upgrade options read with product, price type and prices
- Current renewal price read
- Options sorted cheapest to dearest with the difference
- Options sharing a group noted, no upgrade performed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Show upgrade options for subscription `{subscription-reference}`, in currency `{currency}` when given.
**Step 1: Options**
Call `2checkout-get-subscriptionupgradeoption` with `subscription-reference` set to `{subscription-reference}` and `currency` set to `{currency}` when given. Note product-name, price-type, price-schema, net-price, gross-price and group-name.
**Step 2: Current renewal price**
Call `2checkout-get-subscriptionrenewalprice` with `subscription-reference`.
**Step 3: Report**
A table from cheapest to dearest with the difference from the current renewal price. Mention which options share a group-name (mutually exclusive). Say clearly that no upgrade was performed.
**Rules & Guidelines:**
* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**
* If no options are returned, say the product may not allow upgrades and stop.Who it's for
One answer, three teams that use it
Account executives
Quote upgrades with confidence
See each option with its price and the difference from renewal.
What can 2Checkout subscription SUB-44120 upgrade to, and what would each cost in EUR?
Customer success managers
Offer the right upgrade at renewal
Compare upgrade prices with the renewal the customer already expects.
Compare upgrade options for Contoso's 2Checkout subscription SUB-51002 with their renewal price.
Support agents
Answer what a plan can move to
Tell a customer their options without risking an accidental upgrade.
Which upgrades are available on 2Checkout subscription SUB-60733?
How it works
What PopdockAI does when you ask
You give a subscription reference and optional currency, and your AI assistant lines up the upgrade options against the renewal price. No upgrade is performed.
01
Ask
You give a subscription reference and optionally a currency.
02
Options
It reads the upgrade paths with product, price type and net and gross price.
03
Compare
It reads the current renewal price and works out each difference.
04
Report
You get a cheapest to dearest table and the options that share a group.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-subscriptionupgradeoption
2checkout-get-subscriptionrenewalprice
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Upgrades quoted with the real numbers
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

.webp)
