Find friction in plans, pricing, billing, invoices, and usage limits. Use this SaaS survey template to uncover confusion, reduce churn, and build trust.
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
Sample Survey Items
Q1
Multiple Choice
Which plan are you currently on?
Free/Trial
Starter/Basic
Pro
Business/Team
Enterprise/Custom
Not sure
Q2
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
Q3
Opinion Scale
How clear are the differences between the available plans?
Range: 1 – 10
Min: Very unclearMid: NeutralMax: Very clear
Q4
Long Text
Briefly describe a recent moment when plan details felt unclear for you.
Max 600 chars
Q5
Multiple Choice
Which plan aspects are most unclear for 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
Q6
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
Q7
Rating
How accurate did your most recent invoice appear to you?
Scale: 10 (star)
Min: Very inaccurateMax: Very accurate
Q8
Matrix
How clear were the following elements on your most recent invoice?
Rows
Very clear
Mostly clear
Neutral
Mostly unclear
Very unclear
Subtotal
•
•
•
•
•
Taxes/fees
•
•
•
•
•
Prorations
•
•
•
•
•
Discounts/coupons
•
•
•
•
•
Usage/overage charges
•
•
•
•
•
Payment method
•
•
•
•
•
Billing period dates
•
•
•
•
•
Q9
Long Text
If any invoice line item was hard to interpret, what was unclear and why?
Max 600 chars
Q10
Opinion Scale
Overall, how clear are your current usage limits and how they reset?
Range: 1 – 10
Min: Very unclearMid: NeutralMax: Very clear
Q11
Multiple Choice
In the last 3 months, did you hit or get close to a usage limit?
Yes
No
Not sure
Q12
Multiple Choice
Which limits were involved? Select all that apply.
API calls
Seats/users
Storage
Projects/workspaces
Monthly credits
Rate limits/throttling
File size
Other
Q13
Rating
How helpful was the in-product message or warning about the limit?
Scale: 10 (star)
Min: Not at all helpfulMax: Very helpful
Q14
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
Q15
Ranking
Rank the impacts you experienced from hitting the limit (1 = largest impact).
Drag to order (top = most important)
Work was delayed
Unexpected cost/upgrade
Searched for information
Contacted support
Abandoned the task
Q16
Multiple Choice
Which best describes your role?
Developer/Engineer
Product/Design
Data/ML
Operations/Finance
Sales/Marketing
Founder/Executive
Other
Q17
Dropdown
Approximately how many employees are at your organization?
Just me
2–10
11–50
51–200
201–1,000
1,001+
Q18
Dropdown
Where are you primarily located?
United States
Canada
Europe
Asia-Pacific
Latin America
Middle East/Africa
Other/Prefer not to say
Q19
Dropdown
How long have you used our product?
Less than 1 month
1–6 months
7–12 months
More than 1 year
I’m not a customer yet
Q20
Dropdown
How often do you use our product?
Daily
Weekly
Monthly
Less than monthly
Not using currently
Q21
Multiple Choice
Attention check: Please select “Blue” to confirm you’re paying attention.
Blue
Red
Green
Q22
Long Text
If you could change one thing to make plans, invoices, or limits clearer, what would it be?
Max 600 chars
Q23
AI Interview
AI Interview: 2 Follow-up Questions on plans, billing, and limits
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q24
Chat Message
Thank you for your feedback—your input helps us improve clarity across plans, billing, and usage limits!
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