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Worksheet

SaaS plan table template

A spreadsheet with three tabs. The Plans tab holds plan ID, name, interval, currency, fixed fee, seats and status, and the Add-ons tab holds item ID, eligible plans, recurring flag and price. The Rules tab covers four topics. Each rule carries a worked example and the expected invoice total, so a developer can test the billing engine against it without asking anyone.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Set Up a SaaS Pricing Plan Table That Billing Can Run”, www.gullysystem.com/blog/how-to-set-up-a-saas-pricing-plan-table-that-billing-can-run