Rate List

The commercial blueprint for establishing Rate Lists, assigning price card values, and marking plans as Abstract (Unsubscribeable).

1. The Big Picture: What is a Rate List?

A Rate List is created directly from a Pricing Template.

Once your Pricing Template is established, you define a Plan within it. If you configure only the pricing values (the monetary values for each structural placeholder) for that Plan and mark it as Abstract, it instantly becomes a Rate List.

By marking the Plan as Abstract, the system makes it unsubscribeable—meaning customers cannot subscribe to it directly. Instead, it serves as a reusable master price sheet that other concrete, sellable plans inherit or reference.

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2. How a Rate List is Born: The Abstract Plan

In the Billspree universe, creating a modular Rate List is simple and intuitive. You do not need to manage independent rate sheets outside of your product catalog:

1. Create a Plan: Create a new plan inside the product catalog.
2. Define Values: Configure all of its basic pricing placeholders under the Values tab.
3. Mark as Abstract (Unsubscribeable): Toggle and save the plan as Abstract.
4. The Rate List is Born: This abstract plan instantly becomes a master Rate List ready to be inherited across other offerings!

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3. Step-by-Step Configuration Guide

Step 1: Set Up the Pricing Template First

A Pricing Template is the strict prerequisite of a Rate List. Ensure your master structure (including placeholders, subscription properties, and meters) is defined first:

Setup Pricing Template →

Step 2: Navigate to Plans tab

Open the dashboard and click on the Plan Variants tab in your product builder console to manage your Plans:

Step 3: Create a New Plan

Click on the Add Plan Variant button to open the builder workspace. Here, you define the core identity of the plan by setting its Name, Code, and Description:

Step 4: Configure Values

Once created, all structural placeholders from your selected template will render dynamically inside the Plan builder as individual configuration tabs:

On the Values tab, input the default pricing rates for each placeholder:

Step 5: Mark the Plan as Abstract (Creating the Rate List)

Once you are done defining all pricing values, mark the plan as Abstract and save it. By setting the plan to abstract, the system saves it not as a concrete sellable package (making it unsubscribeable), but as a master, reusable Rate List (or Rating List) that can be inherited across your product catalog!