Creating a Plan

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What’s a Plan?

A Plan is a specific offering or bundle of your software and/or services at a certain price point.

Plans can be set up with the following configurations:

• Many bricks (Platform, Seats, API call volume, and optional bricks like Implementation Services)
• One brick (User Licenses)
• Zero bricks (the Plan gives access to the platform)

Each Plan variation can be targeted toward a segment of your customers.

As your customers mature with your offerings (requiring additional licenses, features, etc.), it’s extremely easy to upsell them to a higher Plan within Salesbricks.

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How to Create a Plan

1

Navigate to Products and click the Product you want to add the Plan to.

2

Click New plan.

3

Fill in your new Plan’s name, definition, and summary.

These fields are typically displayed in the following key areas of the platform:

Order builder: visible to your sales team, and customer order checkout page if the plan is not marked private.

Order form: seen in the customer contract.

Invoice: displayed if the customer checks out with an order form (no invoices are sent if paying electronically via Stripe at checkout).

4

Input the plan pricing options.

Example 1: Displayed billing schedule amortized by

Example 2: Postscript

Example 3: Allowed billing schedules

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Do I have to include a Brick on my Plan?

It is not required to add Bricks to a Plan.

However, if you are looking to include a quantity of units as part of the Plan (e.g. 5 user licenses included in the Plan price) and would like to charge per additional unit, you must include the unit Brick.

5

Add Bricks.

1

Click Edit bricks.

2

To add additional Bricks, click the New brick button. Check out the Creating a Brick guide for details on the Brick builder.

3

Select the bricks to be added to the plan by clicking on them.

4

Hover over the Pricing not set and click on the dollar sign.

6

Configure your Brick pricing and packaging.

See the section on Pricing Structures for guidance on structuring the pricing.

7

Once you’ve added all the Bricks to your Plan and configured pricing for each, click Done.

8

Decide if the plan should be private, and click Publish.

Marking a Plan as private excludes it from any self-serve views and makes it available exclusively through your sales-led Orders.

9

One last important step!

After publishing your Plan, don’t forget to go back into your product and click Activate. This will turn your product live for the world (or, at least your team and customers).

Well done! You just did in minutes what would take weeks or months in a traditional CPQ tool.

For those crazy enough to try and scale with manual processes and spreadsheets, we just gave you back your nights, weekends, and holidays - not to mention saving you from getting a plethora grey hairs! 🧓🏼 👵🏼

You’re welcome. 🙌 😁

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Pricing Structures

A pricing structure is a pre-defined discounting mechanism that is designed to incentivize customers as they purchase more of your Product.

There are 4 pricing structures that can easily be designed in Salesbricks:

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Flat-rate

Flat-rate structure is used when you want to set the unit price equally, regardless of how many units your customer is buying.

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Tiered

Tiered is a pricing structure where your customers are charged the sum of each tier as unit counts reach tier thresholds.

In the example below, there are several pricing tiers and the buyer passes fully through the first two tiers and partially into the third. There are also five licenses included at no additional charge, which are taken from the highest tier.

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Volume

Volume pricing is used when you want to provide a quantity discount for volume purchases, but want the discounted unit cost to be the same for all units in the Order.

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Block

Block structures are used when you want to sell your units in blocks instead of individually.

Similar to buying eggs where you must purchase by the dozen (12, 24, 36, etc.), you can package your units together and sell them in blocks.

This strategy can be useful if your buyer’s unit needs to fluctuate within a billing period, eliminating the need for upgrades or overages, assuming they stay within the block.

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Pricing guide when building an order

When activating Tiered, Volume, or Block pricing, a help text icon appears on the order builder to guide both your sales teams and self-service users on the pricing structure (see below for example).