The Plan Editor in the Catalog gives you a central place to set up your pricing and packaging for your teams to use during quoting and subscription management. A plan is often a set of products your company commonly sells together at a pre-determined price. Plans are helpful for giving your Revenue Team members a starting point on quoting without needing to manually populate the same products for every sale. The Plans you create appear in two places:

To create a Plan, go to Catalog in the side navigation bar then select Plans from the dropdown. Click Add Plan in the top right to open the Add Plan page.

The details you add when setting up your plan will appear by default on all quotes generated where this plan is selected.

To add products and/or services to your plan click + Add Product or Service and add the name and description.

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.

The Billing Details tab is located in the top left of the Add Plan page. In the Billing section, you will set up the default billing details for the plan such as:

Once you have reviewed your plan, click Publish to save the plan and make it available for quoting and subscription creation.

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.

Once you have made edits to a plan, click Publish changes in the top right corner to save the plan and make it available for quoting.

Archiving plans is a way to decommission plans with products and/or prices no longer in use. Archived plans will no longer be available during quoting and will not show up in the plan selector list.