White Papers

Best practices for setting up SaaS free trials that convert. Explains each step in the process from the initial registration and plan selection to the payment method capture and checkout process.

Learn how to optimize self-service checkout for PLG SaaS companies. Best practices for guided plan selection, shopping cart presentation, payment method capture, and post-checkout confirmation.

Learn the three different ways SaaS companies calculate ARR (annual recurring revenue) in this guide for finance leaders.

The SaaS finance leader's guide to billing integration. Learn the 20 different systems that you can connect to - including CRM, CPQ, GL/ERP, tax, and payment gateways.