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 subaccount, 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 related 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. In 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 subaccount for the customer with the predefined features, pricing, trial, credits, and rebilling settings, and even load the specified snapshot.