Plans are pre-configured groups of products your company commonly sells together, along with associated pricing. The plan editor in the catalog gives you a central place to set up this pricing and packaging for use during quoting and subscription management.
Plans give your team a starting point on quoting without needing to manually populate the same products for every sale. The plans you create appear in two places: the plans dropdown on the create a quote page, and the plans dropdown on the add a subscription page.
Plan names are not visible to your customers.
Create a plan
The details you add when setting up your plan will appear by default on all quotes and subscriptions generated with this plan selected. This article covers creating a plan from scratch. You can also convert quotes and subscriptions into plans.
To create a plan:
Go to Catalog > Plans.
Click +Add Plan.
Add a Plan name.
Select a quote template to attach to the plan.
This template is where the structure and content of your quote will come from.
Click + Add Product or Service to add products and/or services to your plan.
Reorder products by dragging them within the list. This will be the default ordering of products and services on quotes associated with the plan.
Delete products by clicking on the edit (vertical 3 dots) icon next to the product and clicking Delete from the dropdown.
Define plan pricing
To add pricing for each product/service added for your plan, click the Pricing tab. Turnstile supports several types of pricing. For pricing guidance, view the pricing types article.
Add plan billing details
The Billing details tab is located in the top left of the add plan page. In the Billing details section, you will set up the default billing details for the plan, such as:
Invoicing entity
Default currency
Billing frequency
Payment terms
Invoice generation date
Proration
Publish a plan
When your plan is finalized, click Publish to save the plan and make it available for quoting and subscription creation.
Edit, archive, or duplicate a plan
On the Plans page, click the three-dot menu on the plan you wish to manage and select from the dropdown Edit, Archive, or Duplicate.
Edit a plan
Head to Catalog > Plans.
Choose the three-dot menu next to the plan you'd like to edit.
Select Edit.
Make changes to the plan.
Click Publish changes.
Important: Changes to a plan will not affect existing quotes that were created from this plan, whether they are in draft or already sent.
Archive a plan
You can archive a plan when the included set of products and/or prices are no longer in use. Archived plans will no longer be available during quoting and will not show up in the plan selector list.
Head to Catalog > Plans.
Select the three-dot menu next to the plan you'd like to archive.
Choose Archive.
Confirm by clicking Confirm archive.
Note: Draft and sent quotes created from a newly archived plan will remain active.
Duplicate a plan
To duplicate a plan:
Head to Catalog > Plans.
Select the three dots in the menu next to the plan you'd like to duplicate.
Choose Duplicate.
Edit the duplicated plan by choosing the three-dot menu and selecting Edit.
Plans FAQ
How many pricing plans can I have?
How many pricing plans can I have?
There is no limit on the number of plans you can create. Create as many as you need from Catalog > Plans.
How do I create a quote using one of my plans?
How do I create a quote using one of my plans?
When creating a new quote or subscription, you’ll see an option to select from any of the plans that have been created within your organization in a Plans dropdown menu.