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Update plan (SaaS)

Overview​

Upgrade Plan Feature availability

The upgrade plan feature empowers users to elevate their current plan to a superior tier, exclusively accessible for SaaS users. Administrators wield control over the application mode through environment variables, specifically the USING_MODE parameter.

# It should be set either `SAAS` for SaaS mode or `PERSONAL` for Personal mode and extremely case sensitive.
USING_MODE=SAAS

1. Upgrade plan​

AIPDFQuery operates as a SaaS application, offering free access for a limited number of document uploads and chat. Once the limit is reached, users are required to upgrade their plan for continued access. However, in Personal mode, all services are available for free.

  • Users can upgrade their current plan to a higher plan.
  • Users can upgrade their plan by clicking the Upgrade now button in the /pricing section.
  • Users can select the desired plan and proceed with the payment process.
  • Plan price is configured in the environment variable, specifically the PRO_PRICE parameter.

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# It should be set to the price of the `PRO` plan on the SaaS mode. The price for the `FREE` plan must always be set to 0 by default, ensuring it is a numeric value.
PRO_PRICE=14.99 # Must be similar to the Stripe subscription price
FREE_PRICE=0

2. Payment process​

  • Users can initiate the payment process by clicking the 'Upgrade Now' button, utilizing the secure Stripe payment gateway.
  • Users can enter their card details and complete the payment process.
  • Users receive a confirmation email upon successful payment.
  • Users can view their payment history in the /billing section.
  • Administrators can view the payment history in the Stripe dashboard.
  • Administrators must be provide necessary credentials for the Stripe dashboard in the environment variable, specifically the STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET & STRIPE_SUB_PRICE_ID parameters.

The following environment variables must be set in the /.env file:

STRIPE_SECRET_KEY=
STRIPE_WEBHOOK_SECRET=
STRIPE_SUB_PRICE_ID=

Resources: