SaaS Mode

Pretty big new feature request, but having a workflow builder at the agency level that can connect with the agency sub account would be very helpful for managing subscriptions and account access.

We want to customize ALL the emails known as "Default" or "Standard". ➕ Add a System Emails tab in the Agency Settings (or find a suitable placement). ➕ Add folders for every Category eg. "Invoice", "Estimates", "Communities", "Calendar", etc. ➕ Add the ability to edit every single "Default" and "Standard" email. This would be very helpful! Bonus: ➕ Let us create the system default emails with custom color values. ➕ Add a pallet under the Brand Board named "Default Email Colors". This would make it easy for each sub-account to brand the default system emails.

Possibility to create a whitelabelable knowledge base inside of GHL connected with a ticketing support system.

Currently the pause account doesn't stop workflows so if someone cancels or has a billing issue there messages will still be auto sent thus incurring more charges to the sub-account user and the agency. Seems the workflows all need to pause when there is a billing issue or cancellation. Same with domains, why would there funnel/website still work when they haven't paid or cancelled? This should be part of the pause of a sub-account, just like any other web/funnel builder has

It would be awesome to create Customized Launchpads. ➕ Add a "Customize Launchpad" tab in the Agency settings. ✅ Let us create several launchpads. ✅ Let us add a launchpad to a SaaS plan like we can with a snapshot. ✅ Let us select the steps / features in the launchpad. If you wanna go crazy with this (which would be awesome), create a High Level version of userflow.com .

The biggest one for me would be able to limit the number of funnels. This would allow me to create a lower tier that's very limited and comes with one pre-built funnel, then encourage people to upgrade from there.Could also be helpful to be able to limit number of contacts, forms, and maybe even how much traffic their funnel gets per month HIGHLVL-I-7192

Here are a few ideas for upgrades to the current SaaS mode:1. More than 3 SaaS plans (preferably unlimited).2. Have a way for SaaS users to change their plan or cancel in their billing settings and let us make our own description of what is included in each plan to show here in billing.2a. Give us the ability to control what SaaS plans they can switch to in the billing settings.2b. Let us create a required form for SaaS users to submit if they are trying to cancel that includes the ability to downgrade to a cheaper plan. 2c. Agencies should be able to choose if users have the ability to change plans or cancel in settings, it should not be a required feature.3. Let us "impersonate" any SaaS user and see the app as they see it.4. Give us the ability to turn off some features completely so that no SaaS plan has them.5. Let us create our own banner popups that show for SaaS users.6. Give us the ability to disable certain settings in the settings menu for SaaS plans if we don't need our users to be able to access them. Also, I'd love to be able to add custom menu items to the settings menu, not just the main menu.7. There needs to be a way to fully disable features that SaaS accounts lose access to. For example, if a user cancels their subscription or downgrades to a plan that doesn't have workflows, they will not be able to view workflows anymore but the workflows will still actually work. This is not okay.8. We need some sort of system for managing and sorting our sub accounts. Filtering by SaaS plan would be a good start. Also, would love the ability to be able to select multiple SaaS accounts and bulk edit them (like adding or removing feature permissions). HIGHLVL-I-5285

Having the ability to customize the titles of menu items, change the icons, and reorder the menu for sub-accounts without adding code would be amazing. Maybe this can be done in the SaaS configurator area? So you can customize the menu item titles, icons and order of each menu item for sub-accounts for SaaS plans.

We need the ability to apply tax (GST/VAT) to re-billing charges, both SMS/email and AI. Without this re-billing is unusable to anyone outside the US that wants to be compliant for tax.

Currently, we lack high-level actions to manage subaccounts in an automated way, similar to how it's done through the API. This limitation becomes evident in several critical scenarios: when a user doesn't pay their subscription and needs their account automatically deactivated (created with the same email that paid), or when PayPal doesn't automatically generate subaccounts like other payment methods do, requiring manual intervention. Core Problem The current system lacks automation for the complete subaccount lifecycle. With PayPal, for example, subaccounts aren't created automatically after successful payment, creating a gap between payment and service activation. Additionally, there's no automated mechanism to manage account states based on user payment behavior. Proposed Solution Develop a set of SaaS actions in workflows that operate at high level, integrating with the existing API but providing intelligent automation for subaccount management. These actions would include: Lifecycle management: Automatically create, activate, deactivate, and suspend subaccounts Payment method integration: Solve the PayPal issue by automatically creating subaccounts after payment confirmation Infrastructure management: Install snapshots, configure resources, and prepare environments automatically Payment monitoring: Detect payment failures and apply suspension/reactivation policies Bulk actions: Manage multiple subaccounts simultaneously Critical Use Cases PayPal Scenario: A user successfully pays via PayPal, but their subaccount isn't created automatically. This automation would detect the confirmed payment and create the subaccount, install necessary snapshots, and activate all corresponding services. Payment failure management: A user with email " user@example.com " fails their monthly payment. This automation would initiate a grace period, send automatic notifications, and if unresolved, deactivate the account while maintaining data for a determined period. Automatic provisioning: After successful subaccount creation, this automation would automatically install base snapshots, configure necessary resources, and establish default settings according to the contracted plan. Immediate Benefits This implementation would resolve the current friction with PayPal, eliminate manual subaccount management, and provide a seamless user experience from payment to complete service activation. Additionally, it would enable more sophisticated business policies like configurable grace periods, automatic downgrades for payment issues, and intelligent reactivations. The actions would operate as an abstraction layer over the current API, maintaining existing compatibility while adding the necessary intelligence to fully automate the SaaS subaccount lifecycle.