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Subscriptions

Subscriptions is where you see what you’ve purchased through your reseller: active licenses, one-time hardware purchases, signed quotes, invoices, and upcoming renewals. This is billing and commercial data, kept deliberately separate from your connected security tools; a vendor showing up here (for example, Mimecast) has no connection to whether that same vendor is also one of your connectors.

Some of what you see here may be kept automatically up to date by your reseller. You can also always add your own vendors, quotes, and invoices directly, whether or not your reseller manages this for you too.

The Subscriptions list

The top of the page shows four numbers at a glance: active vendor count, your annual run-rate across recurring services, lifetime spend on one-time purchases, and how many vendors have a renewal coming up in the next 90 days.

Below that, three tabs cover everything:

  • Current: every vendor relationship that’s still active.
  • Renewed / Archived: a vendor relationship that’s been superseded by an entirely new one (see “Renewing a subscription” below). Its quotes and invoices stay reachable here; nothing is deleted when a relationship is archived.
  • All Renewals: every renewal date across every vendor, in one list, plus a month-grouped breakdown of unpaid invoices, a simple way to see what’s coming due without visiting each vendor individually.

Every column header is sortable, and the search box filters by vendor name or category across whichever tab you’re on.

To add a new vendor relationship, use the form at the bottom of the Current or Renewed tab.

A vendor’s detail page

Clicking a vendor opens its own page, organized into four tabs:

  • Overview: recurring services and one-time purchases, shown separately. A recurring line shows its quantity, unit price, and total; use Amend to change a license count or price, which closes out the old line and starts a new one from today, keeping the prior value’s history intact rather than overwriting it. One-time purchases show fulfillment status, delivery date, tracking number, and warranty expiration where available.
  • Quotes: every quote on file, with its total value, validity period, and status. Download the attached document directly from this list.
  • Invoices: every invoice, including amount, due date, paid date, computed NET payment terms, and status, plus your running “billed to date” total for this vendor.
  • Renewals: this vendor’s own renewal history.

Descriptions that don’t fit in a row’s available width truncate with a small arrow to expand them in place, the same treatment used on the Vulnerabilities page for long descriptions.

Uploading and replacing documents

You can attach a PDF to any quote or invoice you or your reseller adds directly in Navigator. Use Add/Replace document to upload or swap a file, and Remove document to detach one. A quote or invoice that’s kept automatically up to date by your reseller shows a “Managed via sync” note in place of these controls; edit it with your reseller directly if it needs a correction.

Renewing a subscription

Most renewals are just an amendment: a new quote arrives, you adjust the recurring line’s quantity or price, and the vendor relationship continues uninterrupted. Renew as new subscription, available from a vendor’s detail page, is for the rarer case of a genuinely new contract after a real gap; it archives the current relationship (moving it to the Renewed / Archived tab, quotes and invoices intact) and starts a fresh one.

  • Dashboard: shows a Subscriptions summary card once you have at least one vendor on file.
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