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How to Resell Marketplace Apps as a Part of SaaS Plans

Bundle eligible Marketplace apps directly into your Patient Copilot SaaS plans to deliver ready-to-use toolsets for every new sub-account. This guide explains eligibility, pricing options, automatic installation, and lifecycle controls so agencies can package third-party apps with confidence. You’ll find step-by-step setup instructions, best-practice notes, and FAQs to help you avoid common pitfalls. * * * ## What is Reselling Marketplace Apps in SaaS Plans? Reselling Marketplace apps in SaaS plans lets agencies include eligible third-party apps as part of a subscription. When a new sub-account is created on a plan containing bundled apps, those apps can be installed automatically, reducing manual work, standardizing toolsets, and improving time-to-value for clients. * * * ## Key Benefits of Reselling Marketplace Apps in SaaS Plans Understanding the benefits helps you decide which apps to bundle and how to price them across tiers. - Automatic installation: New sub-accounts receive bundled apps with selected tiers—no manual steps needed. - Flexible billing: Absorb app costs or price them into your SaaS plan with a markup. - Standardized onboarding: Deliver a consistent, pre-configured app stack for every new client. - Centralized control: Manage app tiers and removals from the SaaS Configurator. - Scalable packaging: Bundle multiple apps (up to current limit) into a single plan. - Improved visibility: Display bundled apps alongside other features/add-ons in the SaaS Configurator. - Developer alignment: Drive installs for participating developers while maintaining pricing control. * * * ## How To Resell Marketplace Apps as Part of SaaS Plans Following the exact sequence below ensures apps are eligible, bundled correctly, billed as intended, and installed automatically for new sub-accounts. ### Step 1: Access Marketplace Apps in SaaS Configurator 1. Click on SaaS Configurator from your Agency account**.** 2. Either create a new SaaS plan or edit an existing one. 3. Select the Marketplace Apps tab. 4. You’ll see apps already installed at your agency that are eligible for packaging. Note: If you don’t see any apps listed, click Explore Marketplace to browse and install new apps at the agency level first. !(https://assets.patientcopilot.ai/ee810764daeaf053.gif) ### Step 2: Add Apps to Your SaaS Plan Note: By default, app subscription charges bill to your agency card; to pass costs to clients, add the app price plus markup to your SaaS plan price. 1. Click on the + icon under Actions tab to include the app in the bundle. 2. Select which plan tier of the app you’d like to bundle with your SaaS plan if its a paid app. 3. Repeat for each app you want to include (up to 10 per plan). 4. Click Save Changes to confirm.!(https://assets.patientcopilot.ai/9cea47afcb8b355d.gif) ### Step 3: Update or Remove Apps 1. You can change the pricing plan of any bundled app from the SaaS Configurator. 2. To remove an app: - Click the Remove (Bin Button) option next to the app. - Confirm the warning. - Click on the Save Changes button. Note: Either of the above will not impact existing sub-accounts that already have the app installed. They’ll continue to use it until you/they uninstall manually.!(https://assets.patientcopilot.ai/37152f58e259ad86.gif) * * * ## **Pre-requisites, Considerations & Limits ** Platform limits and behaviors influence packaging strategy and client communication. - Only apps with the Agency & Sub-Account only distribution type are eligible for bundling. - You can bundle up to 10 apps per plan (current MVP limit). - Agency Owner/Admin permissions recommended for SaaS Configurator access.

  • Ensure your billing is active and your agency card is valid.
  • Install eligible apps at the agency level first if they’re not already present.
  • Auto-install triggers only on new sub-account creation under the plan. - Changes to app tiers or plan pricing may affect margins; review before saving. * * * ## App Cost Handling Choosing how costs flow is fundamental to profitability. You can absorb app charges or include them in your plan price. - By default, app subscription charges are billed to your agency card. - To pass costs on, raise the SaaS plan price to include app price + your markup. - Review pricing tier alignment across all bundled apps to prevent under-recovery.!(https://assets.patientcopilot.ai/e4416784138a38f9.png) * * * ## Frequently Asked Questions Q: Who can bundle Marketplace apps into SaaS plans? Agency Owners/Admins with access to the SaaS Configurator. Q: Do existing sub-accounts get apps automatically if I add them to a plan later? No. Auto-install applies to new sub-accounts created after saving your changes. Existing sub-accounts can add the apps manually. Q: How many apps can I include in a single plan? Up to 10 apps per plan (current limit). Q: How do I pass app costs to clients? Increase the SaaS plan price to include the app price plus your markup. App charges bill to your agency card by default. Q: What happens if I change the tier of a bundled app? New sub-accounts get the updated tier going forward. Existing sub-accounts retain their current install until you/they change or uninstall it. Q: If I remove a bundled app from a plan, does it uninstall from current clients? No. Removal stops future installs only. Existing sub-accounts keep the app until it’s manually uninstalled. Q: I don’t see any apps in the Marketplace Apps tab. What should I do? Click Explore Marketplace to install eligible apps at the agency level, then return to the Configurator. Q: Can I keep automatic future installation enabled at the agency level and also bundle the app in a plan? No. When an app is added to a plan, its agency-level automatic future installation is disabled to prevent conflicts. * * * ## Related Articles - SaaS Mode - Full Setup Guide + FAQ - SaaS: Reselling Add-Ons with SaaS Plans - Upgrading and Cancelling SaaS Plans for Clients
  • Selling Marketplace Snapshots with SaaS Plans
  • Guide to SaaS Plan Creation, Sales, and Customer Onboarding