Licensing and payment flow

 

 

Flow in application before these conversations:

Scenario: I just filled out a random PO number - and my subscription was activated:

Screen Shot 2024-03-12 at 10.29.28 AM.png

 

Screen Shot 2024-03-12 at 10.30.04 AM.png

 

 

For credit card payments we work with Stripe:

 

 

First round of conversations - and feedback on Bart’s suggestions:

 

This is a general overview of a SaaS subscription process for a sales-led conversion:Screen Shot 2024-03-12 at 10.37.54 AM.png

 

First stab at trying to lay out the current way it is done at Unified Compliance: (with feedback)

Here the steps where I see issues (and some comments on my comments)

 

Second round of convesations

 

 

 

Improved version:

 

 

Comments on remaining issues:

 

 

 

Third (and final) round of covnersations

 

 

 

 

My proposal - with detail on how Sales can leverage Stripe without having to build it in the platform:

 

Current licensing plan at Unified Compliance:

 

 

Question (and answer)

 

Same flow for tokens purchase:

 

 

Discussed with Jay, Sean and Alex for approvals