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Required Apps Invoicing (account)
Sales (sale_management)
eCommerce (website_sale)
Discuss (mail)
Website (website)
Community Apps Dependencies odoo_saas_kit
Technical Name saas_kit_trial
License OPL-1
Also available in version 17.0 16.0 15.0 14.0
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Technical Name saas_kit_trial
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0 v 14.0

Introduction

The SaaS Kit Trial module for Odoo enhances the SaaS offering by allowing businesses to provide trial instances of their Odoo SaaS plans. This functionality enables potential customers to experience the service firsthand before making a purchase decision, thereby increasing conversion rates and customer satisfaction.

Key Features

  • Trial Instance Creation: Easily create trial instances of Odoo SaaS plans, allowing customers to explore the features and functionalities before committing.

  • Seamless Integration: Integrates with Odoo's eCommerce and subscription systems, ensuring a smooth transition from trial to paid subscription.

  • Customizable Trial Periods: Set specific trial durations to suit different customer needs and business strategies.

  • Automated Notifications: Send automated reminders to customers as the trial period nears its end, encouraging conversion to a full subscription.

  • Admin Dashboard: Monitor and manage trial instances and conversions through an intuitive admin interface.

Benefits

  • Increased Conversion Rates: Allowing customers to experience the service before purchasing can lead to higher conversion rates.

  • Enhanced Customer Satisfaction: Providing a trial period demonstrates confidence in the product and builds trust with potential customers.

  • Streamlined Operations: Integration with existing Odoo modules simplifies management and reduces administrative workload.

  • Flexible Offerings: Customize trial periods and features to cater to different customer segments and business models.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Sales (sale_management), eCommerce (website_sale), Discuss (mail), Website (website).

  • License: Odoo Proprietary License v1.0.

  • Installation: Simple installation process with no complex configurations required.

  • Deployment: Compatible with both cloud and on-premise Odoo deployments.

Saas Kit Trial

Provide trial instances to your SaaS clients in Odoo!!

Odoo SaaS Kit Trial mainly allows The User of Odoo SaaS Kit to provide Trial instances to their clients and converts the Trial into Subscription as per their requirements. Your customers can opt for a trial from the website and use it to test the Odoo Saas.

Information

user-guide
User Guide
https://webkul.com/blog/odoo-saas-kit-trial/
Why Saas Kit Trial?

Once you start your Odoo Saas Services with the Odoo SaaS Kit, allow your clients to use your Odoo Saas instances with the trial before buying. Odoo SaaS kit Trial manages your SaaS trial configuration.

Simply create a trial period for any created Odoo Saas subscription plans with a set expiration time period. Your customers can opt for a trial from the website and use it to test the Odoo Saas. Once satisfied, they can purchase the Odoo Saas Plan for themselves.

It simplifies the management of Saas for you:

  • Create A Odoo Saas Plan in Odoo. Simply, create a Trial Period for your created Plan. Add the time period of the trial.
  • The customers can opt for the SaaS trial from the Odoo website product page.
  • They can use the trial instance for the specified time.
  • Once satisfied, they can choose to buy the Saas Plan either by converting the same trial instance into a permanent contract. Or, they can create a new fresh instance.
Note :
The module is conjunction with Odoo SaaS Kit Module. The latter needs to be installed first for Odoo Saas Kit Trial to work properly.

Highlighted Features

Manages your SaaS trial configuration
Manages your SaaS trial configuration
Manages your SaaS trial configuration
Manages your SaaS trial configuration

Detailed Features List

Construct the Odoo SaaS Kit easily

  • The module builds upon the features of Odoo SaaS Kit.
  • It allows you to create Trial for Saas products for your clients.

Manage the expiration period of the SaaS trial in Odoo

  • Set the expiration period for the trial and publish it on the Odoo website.
  • The customer can try the desired Saas Plan for the specified time period.

Set payment reminder in Odoo

  • The admin can set the payment reminder to be sent to the client after the expiration of Trial.
  • This will enable them to pay the client on time.

Make it a subscription

  • The trial can then be converted into an Odoo SaaS Subscription contract if needed.
  • You can manage all the subscriptions taken by clients from the backend.
Create a Trial Product
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Add Trial Details
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Configure Auto Purchase Reminder Accordingly
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Click on Get Trial days link
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Checkout with Trial Product
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Send Purchase Reminder when Trial get Expired
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Customer can convert his trial instance at any time, by click on Purchase Now.
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Select options for new instance as per need.
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A Purchase link and Trial details will also visible on client's instance.
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Help and Support

Get Immediate support for any of your query

You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.

mail

Write a mail to us:

[email protected]

Any queries or want any extra features? Just drop a mail to our support.

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Get in touch with our Expert:

https://webkul.uvdesk.com/en/customer/create-ticket/

Have any technical queries, want extra features, or anything else? Our team is here to answer all your questions. Just Raise A Support Ticket.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.