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saas-configuratorSaas ModeHow to Package Add-Ons as Part of SaaS Plans

TABLE OF CONTENTS


Before You Begin: How Add-Ons Are Billed

TWIM CRM deploys add-ons in two different ways:

1. Reselling (NOT used inside SaaS plans)

  • Agency pays TWIM CRM
  • Sub-account pays the agency a marked-up price

2. Direct Deployment (Used for SaaS plans)

When you include add-ons inside a SaaS plan:

➡ Sub-accounts will NOT be charged for those add-ons

➡ Your agency WILL be charged by TWIM CRM

➡ You MUST include these costs in your SaaS plan price

This is the #1 point agencies get wrong, which leads to unexpected add-on charges.
This guide will help you avoid that.


1. Open the Add-Ons Section in SaaS Configurator

  1. Go to Agency View → SaaS Configurator

  2. Create a new plan or edit an existing one

  3. Navigate to the Add-Ons tab

  4. You will now see a clear warning banner explaining that add-on costs are billed to the agency, not sub-accounts

    • The banner highlights that you should factor add-on costs into your plan pricing

2. Choose Add-Ons to Include in the Plan

You’ll see a list of paid add-ons with their monthly wholesale prices (billed to you).

Examples:

  • WordPress
  • WhatsApp
  • Ad Manager
  • Listings

Click to select the add-ons you want to package with the plan.


3. Review Your Total Add-On Cost (Dynamic Calculator)

As soon as you select add-ons:

✔ A cost calculator automatically updates

✔ It shows the total monthly cost per subscriber, billed to your agency

✔ Costs update instantly as you select/deselect items

This ensures you always know your true wholesale cost before setting your SaaS plan price.

Example:
If you select WordPress ($10) + WhatsApp ($10) + Ad Manager ($97):

Your cost = $117/month per subscriber.


4. Set Your SaaS Plan Price Accordingly

Because you are billed for the add-ons, your SaaS plan price should:

Plan Price ≥ Add-On Cost + Your Profit Margin

Example add-on selection:

Add-OnYour Cost
AI Employee$97/mo
Branded Mobile App$49/mo
WordPress$10/mo
Total add-on cost$156/mo

If you want a 40% margin:
Plan price should increase by at least $220–$250/mo


5. What Happens When a Sub-Account Subscribes

When someone buys your SaaS plan:

✔ Add-ons install automatically

✔ Your agency is billed for all selected add-ons

✔ Sub-accounts are not billed individually

✔ If a customer cancels, add-ons DO NOT automatically uninstall. You need to make sure of that manually.


6. Best Practices When Packaging Add-Ons

✔ Always check the calculator before saving the plan

It ensures you are aware of your total cost.

✔ Adjust your plan pricing before offering discounts or promotions

Add-ons can eat into margins quickly.

✔ Avoid including many expensive add-ons in low-priced plans

Unless you intend to absorb the cost as part of your strategy.

✔ Communicate clearly with your customers

Let them know these add-ons are included as part of the package.


7. Summary

Packaging add-ons inside SaaS plans is a powerful way to increase the value of your offer. But it’s critical to price your plans correctly.

Remember:

  • Add-on costs are billed to the agency, not the sub-account
  • The cost calculator helps you make informed pricing decisions
  • Use the warning banner as a reminder to price plans profitably

How to Resell Marketplace Apps as a Part of SaaS Plans

  • How to Resell Marketplace Apps as a Part of SaaS Plans
  • SaaS Configurator - Modify Plan Category and Plan Level
  • SaaS: Reselling Add-Ons with SaaS Plans
  • Webhook: New SaaS Plan Created
  • How to sell Listings as part of a SaaS Offer
  • How to Use Custom Menu Links in SaaS Plans