Plans

A plan is the part of the product an account subscribes to. A product must have at least one plan, but it's common that SaaS companies have two or more plans for a product in order to be able to upsell customers on more valuable features.

Plan edit

Code

The code field is a human-readable identifier that your developers might use when integrating your platform with Bunny.

Availability

The availability dates control when a product is visible in the quote builder so you don't expose a product that is currently being configured to may not have been launched yet. You can also use the visibility setting to easily hide a product.

Self-service buy, cancel and renew

These three toggles control what customers can do with the plans in the customer portal.

Portal pricing description

This field can be used to override how the customer portal will render the pricing description by default, for example $10 user/month.

Pricing style

The pricing style lets you control how pricing is rendered in the customer portal.

• Free - Shows "Free" and creates a price list with a zero amount monthly charge.

• Priced - Shows the automatically generated pricing, e.g. "$10 per user/month".

• Contact us - Hides pricing and instead shows a button that the user can click on to either send an email or go to a web page. The format of this field should be mailto:[email protected] or https://superdesk.com/contact-us.

Again, you can use the pricing description to override the above.