Simplify Cancellation for SAAS clients
At the moment we have to manually cancel any SAAS client that terminates their account, we should be able to manage this through the agency dashboard and the client should be able to cancel their account from their account without our intervening HIGHLVL-I-6804
Better User Account Management
We need better organization for our user accounts. We should be able to group them like we can group contacts into smart lists. At least let us group them by their SaaS tier for a start. We also need the ability to bulk edit our user accounts. For example, I'd like the ability to select all or some of my user accounts and apply a change like adding or removing a feature from them.
Add a Cancel/Suspend Account Link in Company Billing
There needs to be an easy way for customers to cancel, or suspend their account.
More than 3 Saas Mode Plans
We think that it would be nice if we could create more than 3 Saas plans. Since we have clients from different industries, the idea would be to have a set of 3 plans at a lower price point for one industry and then another 3 plans at a higher price point for another industry in order to maximize profits since we know some industries have more budget for these things. HIGHLVL-I-3647
Ability to Change SaaS Plan For Client Account
We need the ability to change which SaaS Plan (tier) our clients are on. For example, If they sign up for the first tier but want to switch to the second tier, we should be able to go to their account and move them to tier 2. Doing this should activate the tier 2 features for their account and switch their billing to the new tier's billing. We would also like to have the ability to let user's change plans on their own, in the billing menu. This feature should be optional for agencies to use.
Charge transaction fee
Ability to charge a transaction fee, such as $1 per order or 1% per order, like Weebly and many others
SaaS - Ability for Agency to create different Brands that offer different price/features
Multiple SaaS Configurations List
Instead of just allowing 3 SaaS Configurations that will auto-create sub-account & users based on the last-saved SaaS Configuration, how about allowing us to save multiple SaaS Configurations (i.e. different sets of different plans that include different snapshots)? Example: SaaS Config Set 1: Plan A (Snapshot 1), Plan B (Snapshot 2), Plan C (Snapshot 3) SaaS Config Set 2: Plan D (Snapshot 4), Plan E (Snapshot 5), Plan F (Snapshot 6) SaaS Config Set 3: Plan G (Snapshot 7), Plan H (Snapshot 8) Etc. Etc... Also include a toggle for "Enable" or "Disable" for each SaaS Configuration Set in the list. Also include a "List" of SaaS Configurations somewhere on the SaaS Configurator screen.
Per seat pricing for SaaS mode
Would like to be able to configure SaaS products based upon the number of users, with equal feature configuration otherwise.For extra credit, it would be spectacular to have 2 types of users. One which counts toward the user limitation for billing purposes, and another which does not count toward the user limitation for billing purposes.Use case: pricing based upon the number of lawyers in a law firm using the SaaS, but allow non-lawyers (e.g. client support staff, administrators, front desk staff, etc.) to use the platform without counting toward the user limitation, since they are not directly contributing to client revenues that are used to establish the ROI of the SaaS, yet are valuable to operations and proper use of the SaaS. HIGHLVL-I-4097
SaaS Mode option to limit number of funnels (maybe even funnel pages), contacts, forms, traffic
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