HighLevel
Create
Roadmap
SaaS Mode
604
Changelog
Log in to your HighLevel account to give feedback
Powered by Canny

SaaS Mode

Category

Agency level Workflow Builder
Pretty big new feature request, but having a workflow builder at the agency level that can connect with the agency sub account would be very helpful for managing subscriptions and account access.
13
·

planned

✅ Ability to edit ALL system default emails Agency-wide
We want to customize ALL the emails known as "Default" or "Standard". ➕ Add a System Emails tab in the Agency Settings (or find a suitable placement). ➕ Add folders for every Category eg. "Invoice", "Estimates", "Communities", "Calendar", etc. ➕ Add the ability to edit every single "Default" and "Standard" email. This would be very helpful! Bonus: ➕ Let us create the system default emails with custom color values. ➕ Add a pallet under the Brand Board named "Default Email Colors". This would make it easy for each sub-account to brand the default system emails.
11
Whitelabel Knowledge Base
Possibility to create a whitelabelable knowledge base inside of GHL connected with a ticketing support system.
2
Customize menu item names, icons and order for sub-accounts.
Having the ability to customize the titles of menu items, change the icons, and reorder the menu for sub-accounts without adding code would be amazing. Maybe this can be done in the SaaS configurator area? So you can customize the menu item titles, icons and order of each menu item for sub-accounts for SaaS plans.
2
Sub accounts Folders
Would be great to separate my personal/demo/agency accounts from paying clients
0
Sub Account to Only Show Features Selected
It would be great if only the features selected in the SaaS configurator were enabled, not adding in 'default' features like orders, subscriptions, transactions because some clients do not require this at all, and becomes confusing.
0
Per seat pricing for SaaS mode
Would like to be able to configure SaaS products based upon the number of users, with equal feature configuration otherwise.For extra credit, it would be spectacular to have 2 types of users. One which counts toward the user limitation for billing purposes, and another which does not count toward the user limitation for billing purposes.Use case: pricing based upon the number of lawyers in a law firm using the SaaS, but allow non-lawyers (e.g. client support staff, administrators, front desk staff, etc.) to use the platform without counting toward the user limitation, since they are not directly contributing to client revenues that are used to establish the ROI of the SaaS, yet are valuable to operations and proper use of the SaaS. HIGHLVL-I-4097
31
·

in progress

Whitelabel Sub-Accounts
We would like to see some options for optionally branding sub-accounts, such as the ability to override the agency logo in the top-left corner of HighLevel.Many of our clients don't mind having our branding but some of them would like to use their own logos so their team members don't have to know about how our company helps their business. HIGHLVL-I-1431
56
·

under review

Release phone numbers when sub accounts cancel their subscription
Have a way set up for when sub accounts cancel their subscriptions to make them authorize to release all of their phone numbers and have the numbers automatically released. Currently when they cancel their phone numbers remain and still received inbound calls/texts which results in a charge - then results in us getting a complaint or a dispute.
4
·

in progress

Ability to bill per user
Hello can we have a feature that allow us to bill per user within the SAAS Configurator?, add the ability to charge per user and a different charge per admin rather than just the monthly or annual amount for sub accounts. In addition, add the ability to charge a one-time set-up fee or a one-time set-up per user/admin.
0
Load More
→
Powered by Canny