Connectors

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2Checkout

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Review 2Checkout subscription upgrade options
Report

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.

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Review 2Checkout subscription upgrade options
What upgrade options does 2Checkout subscription SUB-88231 have in USD, and how do they compare with the renewal price?
SUB-88231 has 3 upgrade options, and no upgrade was performed. - Current renewal: 240.00 USD - Pro Plan: 320.00 USD, 80.00 more - Business Plan: 480.00 USD, 240.00 more - Pro Plan and Business Plan share a group, so only one can be chosen Want the net and gross breakdown?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-subscriptionupgradeoption
2checkout-get-subscriptionrenewalprice

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Options

It reads the upgrade paths with product, price type and net and gross price.

2checkout-get-subscriptionupgradeoption

03

Compare

It reads the current renewal price and works out each difference.

2checkout-get-subscriptionrenewalprice

04

Report

You get a cheapest to dearest table and the options that share a group.

Your AI tool

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.

get-data

2checkout-get-subscriptionupgradeoption

Returns subscription upgrade options records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-subscriptionrenewalprice

Returns subscription renewal prices records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
Read only.Nothing in 2Checkout Changes

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.

How Popdock AI secures your data

The outcome

Upgrades quoted with the real numbers

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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