How-to create a pricing table with plans

Introduction #

Pricing is at the heart of any SaaS company. In this document, we will explain how you can set up a pricing table with several plans in SaaSBuilder.

The pricing table will support multiple currencies & multiple billing cycles.

These are the steps we will follow:

1. Create a new project: a project basically holds all the configuration and data (of a specific SaaS business) such as pricing tables, subscriptions, all contacts, users, etc…
2. Create a pricing table: most SaaS businesses have multiple plans, a pricing table is a container for all your plans. It contains settings that are applicable to all plans (currencies, billing cycles, …)
3. Add plans to the table
4. Add features to the table & plans: a higher plan will probably give access to more features. In this step, you will create features and link them to the correct plans. 

Create a new project #

First, we will create a new project inside SaaSBuilder and call it “Pricing demo 1”:

Create a pricing table #

Next, we will go to the Pricing menu option (Select: Sales > Pricing) in order to create the default pricing table for the project:

Here you can specify:

• Currencies: select all the currencies that you want to support
• Billing cycles: select the possible billing cycles, most businesses support monthly & yearly. This means that your users will be billed per month or per year.
• Pricing cycle: let’s say you selected “Monthly” and “Yearly” for the previous setting (Billing Cycles). And imagine that you will set a monthly price of $9 (later on when creating a plan). Then you will also need to configure the yearly price, but then you have 2 options:
  • Or you set the yearly price also as a monthly amount, so you can easily compare (knowing that it will be billed per year = x 12)
  • Or you set the total price per year (as it will be invoiced)
• Different labels:
  • Recommended plan: the text that will be shown for the recommended plan
  • Call to action button: the text that will be shown when a user selects a plan
  • Price unit: the unit of your price

Add plans to the table #

Now that we have a pricing table, we can add all our plans to the table. We will add 3 plans:

• Starter
• Professional
• Enterprise

When adding the first plan “Starter”, we also configure all the details for this plan:

For every plan, you should specify:

• Name: the name of the plan
• Recommended: press the button if this is the recommended plan
• Short & detailed subscription
• Prices: you can specify the prices for all the combinations of currencies and billing periods
• Trial period: per plan you can specify if there is a trial period and the duration of the trial

After entering all the plans, you will see your pricing table with all the plans:

Add features to the table & plans #

Finally, we will add features to the table and link them with the plans.

Maybe you wonder: why do we need to do this? Basically it serves 2 purposes:

1. First of all you can use this info to create the pricing table (with plans) on your marketing website
2. Secondly, and more important, your apps & software will use this info to make features automatically available to users when they subscribed to a certain plan

In the right upper corner of the pricing table, you have a button called “Features” (nr 1 in image). When you press this button, you will see an empty features grid at the bottom:

Now you can start to add all the features for your specific solution. For this tutorial, we will add 4 features and link them to the plans as shown below:

	Starter	Professional	Enterprise
Users	5	50	50+
Schedule staff	v	v	v
Auto-schedule		v	v
Integrations			v

Probably you notice the difference between the first feature “Users” and the other features.

The first feature is a quantity-based feature: for each of the plans, you can specify a quantity. The other features are just on/off features: a plan has or hasn’t that feature (no quantity involved).

In order to create the “Users” feature, you press the “Add feature” button (nr 2 in the previous image), then a popup will appear:

Then you also create the other 3 features, but now you just use the “Basic” type:

When you create the features, you can also directly map them to the correct plans:

When you save your configuration, you will have your complete pricing table:

Summary #

In this tutorial, we created a pricing table with 3 plans (Starter, Professional & Enterprise) with prices for multiple currencies and multiple billing cycles.

In upcoming tutorials we will explain how you can manage subscriptions for your plans and howto visualize your pricing table in your marketing website.