Selling your Software-as-a-Service products is one of the most important parts of your agency’s development. There are many ways you can put your business out there. However, when the SaaS Configurator is integrated with your checkout pages, it automates parts of your onboarding process, so let’s check how to include them in a checkout page.

Creating A Product #

Start by accessing your primary agency sub-account, navigating to the Products tab within the Payments section, and clicking + Create Product.

Toggle Include in Online Store and Use as SaaS Product on for your product.

Fill out the details of your product as normal, then head to the SaaS section.

Select a Category from the dropdown menu, then position the product relative to other plans.

Set the user and contact limit for the product.

Attach a Snapshot and select the features you want to include in the plan.

Note: This can be modified later if needed.

To add Complimentary Credits, enable the option, select if it is a one-time thing or recurring, then set the credit total.

Note: You can enable unused credit rollover for recurring credits.

Configure your rebilling margin, then save your product.

Note: This can be modified later if needed.

Set a monthly and yearly pricing for your product, then click Save.

Alternatively, you can import your products from Stripe if previously created.

Using a Store #

Navigate to the Stores tab inside the Sites section and create or edit a store website.

Make sure to add a Product List, Product Details, and Checkout page.

Switch to the Products tab and verify your desired products are included.

Once ready, simply publish your store.

Using a Funnel #

If you prefer to use a funnel, edit or create a funnel.

Edit or create a new step.

Add a one- or two-step Order element to your page.

Edit your funnel to your liking, then save it and click Back to return to the Overview page. There, switch to the Products tab, then click Add Product.

Select the SaaS product and price you want to include, then click Save. When using a funnel, you must repeat this step for every product at each price point.

This will let you start selling your products to customers, updating any details automatically as you change them in the system, and providing an integrated checkout process. When a customer makes a purchase, the SaaS Configurator will automatically create the corresponding sub-account for the customer with the predefined features, pricing, trial, credits, and rebilling settings, and even load the specified snapshot.

Frequently Asked Questions #

Why integrate SaaS products with my checkout pages? #

Integrating the SaaS Configurator with your checkout pages automates parts of your onboarding so that purchases automatically provision the right sub-account, features, pricing, trial, credits, and snapshot.

What toggles do I enable when creating the product? #

Turn on “Include in Online Store” and “Use as SaaS Product” so the product appears in your store and is treated as a SaaS subscription.

Can I import products from Stripe? #

Yes. If you previously created products in Stripe, you can import them instead of building them from scratch.

What pages does a store need to sell SaaS products? #

Your store should include a Product List, Product Details, and a Checkout page, and you should verify your products under the Products tab before publishing.

How do I add a SaaS product to a funnel? #

Add a one- or two-step Order element to a funnel step, return to the Overview page, open the Products tab, click Add Product, and select the SaaS product and price. Repeat for every product at each price point.

What happens automatically when a customer buys? #

The SaaS Configurator automatically creates the corresponding sub-account with the predefined features, pricing, trial, credits, and rebilling settings, and loads the specified snapshot.