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SaaS Plan, Pricing & Billing Clarity Survey

Assesses how clearly customers understand plan differences, invoice details, and usage limits to identify friction points that drive churn and support volume in SaaS products.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Template Overview

25

Questions

AI-Powered

Smart Analysis

Ready-to-Use

Launch in Minutes

This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.

Sample Survey Items

Q1
Chat Message
Welcome! This survey asks about your experience with our plans, pricing, billing, and usage limits. It takes approximately 5–7 minutes to complete. Your participation is voluntary, and you may stop at any time. There are no right or wrong answers — we're interested in your honest opinions. All responses are confidential and will be reported only in aggregate. Your feedback will be used internally to improve clarity and reduce friction across our pricing and billing experience.
Q2
Multiple Choice
Are you currently using our product, or have you used it within the last 6 months?
  • Yes, I am a current user
  • Yes, I used it within the last 6 months
  • No, I have not used the product
Q3
Multiple Choice
Which plan are you currently on?
  • Free/Trial
  • Starter/Basic
  • Pro
  • Business/Team
  • Enterprise/Custom
  • Not sure
Q4
Dropdown
When did you last change your plan?
  • Within the last 30 days
  • 31–90 days ago
  • More than 90 days ago
  • I have never changed my plan
Q5
Opinion Scale
How clear are the differences between the available plans?
Range: 1 7
Min: Very unclearMid: NeutralMax: Very clear
Q6
Multiple Choice
Which plan aspects, if any, are most unclear to you? Select all that apply.
  • Pricing tiers
  • Which features are included
  • Seat or user limits
  • Overage charges
  • Upgrade/downgrade rules
  • Trial rules (start, end, conversion)
  • Billing period (monthly/annual)
  • Cancellation terms
  • Taxes and fees
  • None — everything is clear
Q7
Long Text
If you have ever found plan details unclear, please describe what was confusing and why.
Max chars
Q8
Multiple Choice
Have you viewed a billing invoice from us in the last 3 months?
  • Yes, in the last 3 months
  • Yes, but more than 3 months ago
  • No
Q9
Opinion Scale
How accurate did your most recent invoice appear to you?
Range: 1 7
Min: Very inaccurateMid: NeutralMax: Very accurate
Q10
Multiple Choice
Which of the following invoice elements, if any, were unclear or confusing? Select all that apply.
  • Line item descriptions
  • Charges per seat/user
  • Proration or partial-period charges
  • Tax calculations
  • Discount or credit application
  • Billing period dates
  • Total amount due
  • Payment method details
  • None — everything was clear
Q11
Long Text
If any invoice line item was hard to interpret, please describe what was unclear and why.
Max chars
Q12
Opinion Scale
Overall, how clear are your current usage limits?
Range: 1 7
Min: Very unclearMid: NeutralMax: Very clear
Q13
Multiple Choice
In the last 3 months, did you hit or get close to a usage limit?
  • Yes
  • No
  • Not sure
Q14
Multiple Choice
Which usage limits were involved? Select all that apply.
  • API calls
  • Seats/users
  • Storage
  • Projects/workspaces
  • Monthly credits
  • Rate limits/throttling
  • File size
  • Other
Q15
Opinion Scale
If you received an in-product message or warning about the limit, how helpful was it?
Range: 1 7
Min: Not at all helpfulMid: NeutralMax: Extremely helpful
Q16
Multiple Choice
What did you do after encountering the limit? Select all that apply.
  • Upgraded plan
  • Waited for reset
  • Reduced usage
  • Contacted support
  • Checked documentation/FAQs
  • Other
Q17
Multiple Choice
Which of the following impacts did you experience from hitting the limit? Select all that apply.
  • Work was delayed
  • Unexpected cost or forced upgrade
  • Had to search for information
  • Had to contact support
  • Abandoned the task
  • No significant impact
Q18
Long Text
If you could change one thing to make plans, invoices, or usage limits clearer, what would it be?
Max chars
Q19
AI Interview
Based on your survey responses, we'd like to explore a few things in more detail. An AI moderator will ask you up to 2 follow-up questions about your experience with plans, billing, or usage limits.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 5
Q20
Multiple Choice
Which best describes your role?
  • Developer/Engineer
  • Product/Design
  • Data/ML
  • Operations/Finance
  • Sales/Marketing
  • Founder/Executive
  • Other
Q21
Dropdown
Approximately how many employees are at your organization?
  • Just me
  • 2–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,001+
Q22
Dropdown
Where are you primarily located?
  • United States
  • Canada
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East/Africa
  • Other/Prefer not to say
Q23
Dropdown
How long have you been using our product?
  • Less than 1 month
  • 1–6 months
  • 7–12 months
  • More than 1 year
Q24
Dropdown
How often do you use our product?
  • Daily
  • Weekly
  • Monthly
  • Less than monthly
  • Not using currently
Q25
Chat Message
Thank you for your feedback — your input helps us improve clarity across plans, billing, and usage limits.

Frequently Asked Questions

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Can I export survey results?
Absolutely. Export results as CSV straight from the results page for quick data work.

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