Plan tiers and add-ons inside the order form
Starter, Growth or Scale as one choice, the features of each laid out beside it, and add-ons the customer ticks.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud lets a SaaS vendor put plan tiers in the order form as a single-choice group: the customer picks Starter, Growth or Scale and the seat line, monthly amount and total contract value follow. Add-ons sit as optional lines to tick. Bundles and product discounts are on the Business plan.
Last reviewed by the QuoteCloud team
An engineered isometric drawing of three plan slabs stepping up across a plinth: Starter at $18 a seat (1), Growth at $32 (2) and Scale at $49 (3), each carrying its features as blocks (4): two on Starter, four on Growth and six on Scale. The chosen plan lifts, and an aqua route runs from it to Plinthwork's order form for Tidemark Property Services (5), whose plan line is lit; a circular detail enlarges that line with the plan's name and price. The drawing takes turns through the three plans. A card shows the plan as a single choice with Growth chosen, and the totals card shows 60 Growth seats at $1,920.00 a month plus single sign-on at $250.00: $2,170.00 a month and $66,580.00 over 24 months with set-up.
The same 60 seats under each plan
Lena asked what Scale would cost before choosing Growth. In Plinthwork's order form she doesn't have to ask: she picks the plan and the totals follow.
Your subscription
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plan Choose one | |||
| seats | $1,080 | — | |
| seats | $1,920 | — | |
| seats | $2,940 | — | |
| Platform | |||
Single sign-on & audit logPW-SSO · Per account
|
1 | $250 | — |
| Add-ons Tick to add | |||
| seats | $360 | — | |
| 1 | $450 | — | |
| Once-off | |||
Implementation, fixed feePW-ONB · As set out in SOW PW-S-0412
|
1 | — | $14,500 |
- Monthly
- $1,330.00/mo
- Once-off
- $14,500.00
- Total contract value over 24 months
- $46,420.00
- Implementation deposit on signing (50%)
- $7,250.00 + tax
Prices ex tax. Plinthwork invoices the subscription monthly in advance and the rest of the implementation fee at go-live; QuoteCloud shows the repeating charges for agreement and takes only the deposit on signing.
Starter: work orders and the mobile app
60 Starter seats are $1,080 a month. With single sign-on that's $1,330 a month, and the implementation fee stays the same.
- The plan line follows the choice
- Seats and term stay as Lena set them
- Add-ons still optional
Price tables: Essentials and up
Seat-based order formsYour subscription
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plan Choose one | |||
| seats | $1,080 | — | |
| seats | $1,920 | — | |
| seats | $2,940 | — | |
| Platform | |||
Single sign-on & audit logPW-SSO · Per account
|
1 | $250 | — |
| Add-ons Tick to add | |||
| seats | $360 | — | |
| 1 | $450 | — | |
| Once-off | |||
Implementation, fixed feePW-ONB · As set out in SOW PW-S-0412
|
1 | — | $14,500 |
- Monthly
- $2,170.00/mo
- Once-off
- $14,500.00
- Total contract value over 24 months
- $66,580.00
- Implementation deposit on signing (50%)
- $7,250.00 + tax
Prices ex tax. Plinthwork invoices the subscription monthly in advance and the rest of the implementation fee at go-live; QuoteCloud shows the repeating charges for agreement and takes only the deposit on signing.
Growth: the plan Tidemark signed
Planned maintenance and the API for $1,920 a month, $2,170 with single sign-on: $66,580 over 24 months including set-up.
- Suggested in the comparison
- Half the set-up fee on signing
- Signed by Lena and Marcus
Price tables: Essentials and up
Seat-based order formsYour subscription
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plan Choose one | |||
| seats | $1,080 | — | |
| seats | $1,920 | — | |
| seats | $2,940 | — | |
| Platform | |||
Single sign-on & audit logPW-SSO · Per account
|
1 | $250 | — |
| Add-ons Tick to add | |||
| seats | $360 | — | |
| 1 | $450 | — | |
| Once-off | |||
Implementation, fixed feePW-ONB · As set out in SOW PW-S-0412
|
1 | — | $14,500 |
- Monthly
- $3,190.00/mo
- Once-off
- $14,500.00
- Total contract value over 24 months
- $91,060.00
- Implementation deposit on signing (50%)
- $7,250.00 + tax
Prices ex tax. Plinthwork invoices the subscription monthly in advance and the rest of the implementation fee at go-live; QuoteCloud shows the repeating charges for agreement and takes only the deposit on signing.
Scale: analytics, sandbox, priority support
$2,940 a month for 60 seats, $3,190 with single sign-on. Lena sees the difference before she signs, without waiting for a new quote.
- Every plan in one template
- No second quote to build
- The choice is recorded in the signed version
Price tables: Essentials and up
Ramp and usage calculatorsCompare the plans, then choose one in the same document
Pick a plan in the comparison or on the price lines: they follow each other. Change the seats, tick an add-on or switch the term, and the totals update.
Compare the plans Per seat per month, ex tax. Plinthwork's own plan wording.
| Feature | Suggested for Tidemark | ||
|---|---|---|---|
| Work orders and requests | Included | Included | Included |
| Mobile app | Included | Included | Included |
| Planned maintenance schedules | Not included | Included | Included |
| API access | Not included | Included | Included |
| Analytics | Add-on | Add-on | Included |
| Sandbox | Not included | Not included | Included |
| Support | Email and chat | Priority |
Your subscription
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plan Choose one | |||
| seats | $1,080 | — | |
| seats | $1,920 | — | |
| seats | $2,940 | — | |
| Platform | |||
Single sign-on & audit logPW-SSO · Per account
|
1 | $250 | — |
| Add-ons Tick to add | |||
| seats | $360 | — | |
| 1 | $450 | — | |
| Once-off | |||
Implementation, fixed feePW-ONB · As set out in SOW PW-S-0412
|
1 | — | $14,500 |
- Monthly
- $2,170.00/mo
- Once-off
- $14,500.00
- Total contract value over 24 months
- $66,580.00
- Implementation deposit on signing (50%)
- $7,250.00 + tax
Prices ex tax. Plinthwork invoices the subscription monthly in advance and the rest of the implementation fee at go-live; QuoteCloud shows the repeating charges for agreement and takes only the deposit on signing.
One choice group, or separate quotes?
Plinthwork's rule of thumb for building order form templates.
A choice group
When the customer is choosing between plans for the same seats. One template, one link, and the signed version records the choice.
Optional lines
For add-ons on top of any plan: analytics, premium support, a sandbox. The customer ticks what they want.
Separate documents
When the deals are genuinely different: a pilot for one team against a full rollout. Send two order forms with their own expiry dates.
Bundles
Group products that sell together, such as Scale with premium support, with product bundling (Business).
Plan discounts
A discount on the line, with product discounts on Business. Over your limit, the order form waits for approval.
Ramps and usage
When the price changes by year or depends on usage, put the calculator in the document: ramp and usage calculators.
Put every plan in one order form
Free for 14 days, no credit card required. Send us your pricing page and current order form and we'll convert one template during the trial.
The plan wording comes from one place
Plinthwork's product team keeps what each plan includes in the content library. Every order form uses the same blocks, so sales never retypes a feature list.
- Plan comparison 2027Table Locked
- About PlinthworkText
- Security summaryText Locked
- Subscription terms v4.1Terms Locked
- Support levelsTable
- Product screenshotsGallery
- 1Cover and introductionWritten by Theo
- 2About Plinthwork From library
- 3Plan comparison Locked block
- 4Your subscription · price tablePlan choice, seats, term, add-ons
- 5Support levels From library
- 6Subscription terms Locked block
- 7Signatures and depositTwo signers, Stripe
Update once
When a plan changes, edit the block and new order forms pick it up.
Content libraries: Essentials and up
Locked where it matters
Plan wording and terms locked, so sales can't edit them.
Content locking: Business
Put plan tiers in an order form template
Set it up once; every account executive then sends all three plans in one document.
Add the plans to the catalogue
One product per plan, priced per seat per month, with add-ons and services beside them.
Save the plan comparison
Your feature table as a content library block, locked on Business.
Build the choice group
The plans as a single-choice group in the price table, the usual plan chosen by default, seats editable.
Add the add-ons
Optional lines for analytics, premium support and a sandbox.
Send and let them choose
The customer picks the plan, sets seats and term, and signs. The choice is in the signed version.
Plan tier questions, answered
Can a QuoteCloud order form show Starter, Growth and Scale together?
Yes. Put the plans in the price table as a single-choice group. The customer picks one; the plan line, the monthly amount and the total contract value follow, and the signed version records the choice. Price tables are on Essentials and up.
Does QuoteCloud apply tier or volume pricing automatically?
No. Each plan is a line at the price you set, and the customer's choice decides which line counts. If your price changes by seat band or by year, work it out in a Spreadsheet block whose cells set the line's description and unit price, or price the lines yourself.
Can customers add add-ons to the plan they choose?
Yes. Add-ons sit as optional lines the customer ticks, such as analytics, premium support or a sandbox, and quantity editing lets them set the number of seats for a per-seat add-on. Optional lines work with any plan in the choice group.
How do we keep the plan descriptions the same in every order form?
Save your plan comparison as a block in the content library (Essentials and up) and use it in every template. On the Business plan, lock it with content locking so sales can't change the wording. When a plan changes, update the block once.
Can we bundle plans with services or discount a plan?
Product bundling and product discounts are on the Business plan. A discount over the limit you set holds the order form In Review until an approver agrees. Customers change their choice and quantities; they never change your prices.
More ways to price a software deal
Plans are one part of the order form. Ramps, approvals and renewals use the same price lines.
-
Seat-based order formsSeats, plan and term the customer can adjust on the price lines before signing, with the totals following.Explore
-
Ramp, usage & ROI calculatorsSeats × tier price × term, ramped by year, in a spreadsheet block whose cells set the price lines.Explore
-
Discount approvals & deal deskDiscounts over your limit and large deals wait In Review for the right approver before the customer sees them.Explore
- Implementation statements of workDiscovery, migration, set-up and training as milestones, a plan on a Gantt chart and a deposit on signing.
- Renewal quotes from usage dataSeats used against seats licensed, turned into a renewal order form before the agreement's expiry date.
- QBR reports with expansion quotesUsage, adoption and recommendations in one report, with the expansion lines the customer can tick and sign.
- Renewals & QBRs drafted by your AI assistantAn assistant connected through QuoteCloud's MCP service drafts from your CRM and usage data; your account executive reviews and sends.
- Security reviews & DPAsYour security answers, data processing terms and policies as locked blocks and attachments in the agreement.
- CRM, billing & data integrationsHubSpot, Salesforce, Pipedrive, Xero, QuickBooks and your own systems, connected the way each one really connects.
- Software & SaaS templatesReal QuoteCloud templates for SaaS proposals, software quotes, SLAs and acceptance forms.
- QuoteCloud implementation for software vendorsYour price book, order form and renewal templates, approval rules and integrations set up with your team.
- FAQAnswers to the questions software vendors, account executives and customer success teams ask most.
Let customers choose their plan in the order form
Free for 14 days. No credit card required.