What we're trying to accomplish:
As a SaaS Agency with multiple recurring subscription products, we need the ability to offer additional recurring products as order bumps at checkout or as one-click post-purchase upsells — without requiring a separate funnel build or manual intervention.
Specific capabilities needed:
  1. Order Bump for Recurring Products at SaaS Checkout
Allow a secondary recurring product to be offered as a checkbox bump directly on the SaaS product checkout page — presented before the buyer completes purchase. Currently, only one recurring product can be processed per checkout, blocking this entirely.
  1. Post-Purchase One-Click Upsell for Recurring Products
After a SaaS product purchase is complete, automatically redirect the buyer to a native upsell page offering an additional recurring subscription with a single click — without requiring a custom funnel built around the SaaS checkout.
  1. Native Upsell Configuration Inside SaaS Product Settings
Add an Upsell / Bump tab directly inside SaaS product settings where a secondary product can be selected, copy can be written, and redirect logic can be configured — without leaving the product builder.
  1. Multi-Recurring Product Checkout Support
Enable the checkout system to process two recurring subscriptions simultaneously when a buyer selects both a primary product and a bump/upsell — billed separately but captured in a single seamless checkout experience.
  1. Skip Option on Upsell
Allow the buyer to skip the upsell offer and proceed to the Thank You page without being forced to purchase the secondary product.
Current workaround:
Verbal pitch through Voice AI and sales team scripts during strategy calls. The checkout experience is missing the bump entirely, requiring manual follow-up to offer the add-on product post-sale.
Business impact:
Without native bump/upsell support for recurring SaaS products, the average order value at checkout cannot be maximized. Every missed bump requires a manual follow-up touchpoint — increasing operational overhead and reducing conversion rates on add-on products.