Saas Mode

51 guides covering saas mode on the Sparkforge platform.

• 2FA for New SaaS Sub-Accounts Sparkforge can require SMS-based 2FA before any new SaaS sub-account purchases its first phone number. Each verifying phone is locked from re-use for 7 days, ki
• Activate SaaS Mode, Request Payment, and Configure Phone Rebilling SaaS Mode lets agencies resell Sparkforge to sub-accounts and rebill phone usage automatically through Stripe. Connect Stripe, enable rebilling on each client,
• Bulk Rebilling Setup for Multiple Sub-Accounts in Sparkforge Bulk Rebilling lets agencies apply rebilling markups to dozens or hundreds of Sparkforge sub-accounts at once instead of editing each one. Markups stick on file
• Configure Default SaaS Sub-Account Naming In the SaaS Configurator, choose whether new sub-accounts are named after the business (Company Name) or the buyer (Customer Name + 's Account). The setting onl
• Configure SaaS Downgrade Settings & Deflections SaaS Configurator's downgrade flow lets sub-account admins move to a lower plan from their own Billing page. You decide whether downgrades are allowed, what rea
• Configure automatic tax collection for your SaaS subscriptions using Stripe Sparkforge SaaS V1 (Stripe-based) supports Stripe Automatic Tax for SaaS subscriptions. Enable the toggle, configure registrations in Stripe, choose a product t
• Configuring User Limits for SaaS Sub-Accounts SaaS Mode lets you cap the number of sub-account users per plan, with optional overrides on individual sub-accounts. Agency-level users are never restricted.
• Convert Existing Sub-Accounts to SaaS Mode in Sparkforge From the sub-accounts list, pick Switch to SaaS, link or create the Stripe customer, choose a SaaS Configurator plan, and the plan activates the moment the clie
• Custom Payment Providers in SaaS Mode Custom Payment Providers let SaaS Mode agencies install a payment app from the Marketplace and use it for sub-account checkout, plan attachment, recurring billi
• Email Re-Billing on the Unlimited (297/2970) and Pro (497/4970) Plans! Email rebilling lets agencies automatically mark up and charge sub-accounts for email usage. Enable it on a SaaS sub-account, enter your base email cost, and se
• Enabling Twilio Rebilling For Customers Who Want Use Their Own Twilio Account If a client's Sparkforge sub-account is connected to their own Twilio account, Twilio rebilling won't work until you transfer their numbers into a sub-account u
• Enabling Twilio Rebilling For Customers Who Were Using The Same SID/Token As Other Customers Clients sharing a Twilio SID and token can't be rebilled until each one has its own Twilio sub-account. Create a new sub-account in Twilio, then update the clie
• Global Tax compliance for reselling products Sparkforge Tax Compliance (beta) uses Stripe Tax to collect, calculate, and report sales tax across 100+ countries, US states, and Canadian provinces — agencies
• Guide from Zero to Saas Mode Sales + Troubleshooting Sparkforge SaaS Mode lets agencies resell the platform under their own brand. The setup runs in order: agency account, sub-accounts, phone, white-label domain,
• Guide to SaaS Plan Creation, Sales, and Customer Onboarding SaaS plans in Sparkforge are configured inside an Agency Sub-Account, sold through funnels, order forms, or payment links, and auto-provision a new sub-account
• How To Calculate Email Cost in Your SMTP Provider Divide your SMTP plan's monthly price by the number of emails included. The result is your per-email cost, which you enter in Sparkforge to calculate rebilling
• How to Bulk Manage SaaS Sub-accounts in Sparkforge with Ease Sparkforge Bulk Actions lets agency admins enable SaaS mode, pause sub-accounts, and audit history across many sub-accounts at once — instead of editing each ac
• How to Cancel SaaS sub-account for your client Agency admins cancel a SaaS sub-account by refunding non-complimentary wallet credits in Stripe, disabling SaaS in Agency view, closing connected Twilio and Mai
• How to Configure Contacts Limit for SaaS Sub-Accounts Sparkforge SaaS Mode lets you cap how many contacts a sub-account can create from the UI. APIs, forms, and workflows still bypass the limit. Plan-level limits c
• How to Enable and Rebill Workflow AI? Enable Workflow External AI Models under Agency Settings → Company, then turn on rebilling per sub-account from the View Details panel. Sparkforge charges agenc
• How to Import Stripe Products into SaaS Configurator The SaaS Configurator can import existing Stripe products and link active Stripe subscriptions to Sparkforge sub-accounts. The feature is in beta — enable it un
• How to Modify SaaS Plan Category and Plan Level Move a Sparkforge SaaS plan to a new category or change its hierarchy position from <strong>SaaS Configurator &rarr; Plans &rarr; Edit</strong>. Existing custom
• How to Package Add-Ons as Part of SaaS Plans When you bundle paid add-ons into a SaaS plan, your agency is billed by Sparkforge — not the sub-account. Use the in-app calculator to set a plan price that cov
• How to Upgrade SaaS Plan for a Location in Sparkforge Pro-plan agencies running SaaS Mode can let sub-account admins self-upgrade in Company Billing, or change plans manually by editing the Stripe customer's subscr
• How to Use Custom Menu Links in SaaS Plans Custom Menu Links embed 3rd-party tools as iframes inside Sparkforge. Attach them to a SaaS plan and every new sub-account on that plan inherits the links autom
• How to Use Special Prices for SaaS Sub-Accounts Special Prices let Sparkforge agencies override SaaS Configurator amounts during sub-account conversion. Enter the negotiated price, and Sparkforge creates or r
• How to customize the onboarding email that is sent to new sub-account users? Open SaaS Configurator → Advanced Settings → Customize Welcome Email, pick the sub-account that stores the template, and design it in the email builder.
• How to improve the security of my SaaS Checkout process Tighten SaaS signups with five layers: switch to v2 funnels and websites, add custom authorization on trials, run Sparkforge Phone and Email, enable phone and e
• How to sell SaaS in currencies other than USD? Create SaaS products in USD with the Configurator, edit each price in Stripe to your preferred currency, then import the updated prices into the sub-account fun
• How to set up manual approval of new SaaS sub-accounts? Enable manual sub-account approval in Sparkforge so every new SaaS signup is held in a Restricted state until an agency admin reviews and approves it. Locks fra
• Import Stripe Products into SaaS Configurator (legacy v1) Agencies on the Legacy/V1 SaaS system can import Stripe products directly into the SaaS Configurator and link existing Stripe subscriptions to sub-accounts &mda
• Pause / Resume Sub-Accounts Agency admins can pause SaaS sub-accounts automatically on subscription failure or pause any sub-account manually. Workflows draft on pause; everything else kee
• Perform a card Auth on your SaaS Checkout pages Open the funnel step containing your SaaS product, go to the Products tab, and enable card authorization. The card is validated for sufficient funds, then the p
• Public API Endpoints for SaaS Configurator Sparkforge's SaaS Configurator Public API exposes plans, subscriptions, and bulk SaaS enablement so agencies and marketplace developers can automate onboarding,
• Reduce Churn with the Custom SaaS Cancellation Flow In SaaS Configurator > Cancellation Settings, swap the one-click cancel for a branded flow that collects reasons, offers a save discount, optionally redirects o
• Resell Marketplace Apps as a Part of SaaS Plans in Sparkforge In SaaS Mode, agencies can bundle eligible Marketplace apps into a SaaS plan so new sub-accounts get them auto-installed. You control tier selection, billing pa
• Reselling and Rebilling through SaaS V2 Payment Providers SaaS V2 in Sparkforge bills clients via the agency sub-account wallet. Reselling and rebilling both pull from the client's wallet — top it up to keep subscripti
• SaaS Configurator - Modify Plan Category and Plan Level Sparkforge’s SaaS Configurator lets agencies move a plan to a new category or change its level inside a category without touching live subscriptions — only futu
• SaaS Configurator Onboarding The first time you open the Sparkforge SaaS Configurator, an onboarding checklist walks you through Stripe, currency, plan creation, and sale-link generation in
• SaaS Mode - Full Setup Guide + FAQ SaaS Mode lets agencies resell Sparkforge under their own brand on a Stripe subscription. Setup runs across the agency account (Stripe, white-label domains, Pla
• SaaS Mode Sub-Accounts Are Not Being Generated SaaS Mode sub-accounts won't generate when the sub-account is using Stripe Test Mode API keys. Switch both the agency and the sub-account to live Stripe keys, t
• SaaS Platform - Frequently Asked Questions Quick answers to the most common SaaS Mode questions in Sparkforge — billing edge cases, Stripe customer mapping, welcome emails, and sub-account fixes.
• SaaS User Level Permissions Vs Sub-Account Level Permissions In Sparkforge SaaS Mode, sub-account level permissions are set by the SaaS plan's feature set and cap what individual users can be granted. Toggle features in M
• SaaS Wallet Credit Management The SaaS Wallet holds prepaid credits that pay for SMS, calls, and email at the sub-account level. Recharge it manually, set auto-recharge thresholds, or grant
• Sparkforge SaaS Mode FAQs SaaS Mode quirks usually trace to shared Stripe customer IDs, missing welcome-email templates, plan-currency mismatches, or pending verification — none of which
• Upgrading and Cancelling SaaS Plans for Clients Toggle two checkboxes in the SaaS configurator to let sub-account clients self-serve plan upgrades and cancellations. To change a plan manually, edit the custom
• Upgrading to v2 funnels or websites for selling SaaS If you sell SaaS through a Sparkforge funnel or website, upgrade it to v2. v2 supports 3D Secure, Stripe Connect, and card authorization that v1 cannot run. The
• Using Stripe Checkout Pages For SaaS Mode Plans Build a Sparkforge SaaS plan, generate a Stripe payment link from the auto-created Stripe product, and wire that link to a funnel button. Customers check out on
• Webhook: New SaaS Plan Created The New SaaS Plan Created webhook fires whenever a SaaS plan is added to your Sparkforge account, returning the same payload as GET /plans so you can sync billi
• WhatsApp Reselling via Wallet SaaS v2 sub-accounts in Sparkforge can resell WhatsApp subscriptions through wallet balance, not just Stripe. Customers without a Stripe connection can still bu
• Workflow - Date/Time Formatter Premium Action The Date/Time Formatter premium workflow action reformats a date, reformats a date-time, or compares two dates and returns the difference in days. Outputs are e