Frequently Asked Question

Set up pricing plans in Quately
Last Updated 11 months ago

Your plans define how you make money and how customers experience value. Keep things simple at first. Start with two or three clear tiers and grow from there.

Create a new plan

Open Pricing plans and click Create plan.

Plan basics

  • Name: Choose something clear like Starter, Pro, or Enterprise
  • Category: Use your internal grouping if you organize plans by product line
  • Description: One or two sentences that say who it is for and what they get

Price and credits

  • Price: Enter the amount in your site currency
  • Credits: Set how many credits the plan grants each cycle
  • Billing cycle: Choose Monthly, Yearly, or Lifetime

Click Submit and then Save changes. You can always come back to edit.

Example trio you can copy

  • Starter: 5 dollars per month, 50 credits
  • Growth: 10 dollars per month, 100 credits
  • Enterprise: 20 dollars per month, 200 credits

This keeps pricing easy to compare and scales value with usage.

Add features and make the plan visible

Open Plan features for the plan you just created.

  • Paste the short description again if prompted
  • Add the feature list your buyers care about most
  • Toggle Enable plan so it shows on your public pricing page
  • Save changes

Tip: Focus features on outcomes. For example, “Priority support within one business day” or “Brand kit saved for all projects” says more than vague labels,

image

Connect to your payment provider

Your plan must be linked to a product or price in your payment provider so checkout can complete.

  • Stripe: Paste the Price ID for this plan and save
  • PayPal: Paste the Plan ID for this plan and save

Only the provider you enabled in Payments will be active. If PayPal is inactive, you will not be able to save a PayPal ID until you enable PayPal in settings.

Edit, duplicate, or delete plans

From the plans list you can open any plan to edit, duplicate successful tiers to move faster, or delete plans you no longer sell. Changes take effect as soon as you save.

Please Wait!

Please wait... it will take a second!