A document management SaaS needed billing that could carry three subscription tiers on flexible pricing. We built the Stripe integration end to end — webhook automation, dynamic pricing management, enterprise access codes, and an admin panel for custom pricing and subscription lifecycles.
- Client
- UpmarkPDF
- Industry
- Document Management SaaS
- Focus
- Multi-Tier Webhooks
The Opportunity
UpmarkPDF, a document management SaaS platform for the construction industry, required a sophisticated billing infrastructure to support multiple subscription tiers — Tandem, Team, and Enterprise — with flexible pricing models. The project involved implementing a complete Stripe integration with webhook automation, dynamic pricing management, enterprise access codes, and a comprehensive admin control panel for managing custom pricing and subscription lifecycles.
The Challenge
- Multi-tier subscription model with different pricing per tier
- Dynamic Enterprise pricing requiring custom price IDs per contract
- A secure enterprise access code system for private pricing
- Automated subscription lifecycle management and proration
- Webhook integration for real-time billing updates
- Tax compliance across multiple states with varying SaaS tax laws
- An owner control panel for changing pricing without redeployment
- Payment failure handling and renewal automation
The Solution
A Stripe-powered billing system with webhook automation, dynamic pricing managed through an owner control panel, and enterprise-grade subscription handling with custom access codes and flexible pricing structures.
- Multi-tier Stripe subscription system
- Dynamic price ID management through an owner control panel
- Webhook automation for real-time subscription updates
- Enterprise access code system for secure custom pricing
- Automated proration and billing cycle management
- Stripe Tax integration with state-specific nexus tracking
- Customer self-service portal for payment method updates
- Automated invoicing and payment failure handling
The Results
What the build produced, and what it changed for the business.
- 3-Tier
- Subscription model across Tandem, Team, and Enterprise
- Automated
- Billing and invoicing, with no manual intervention
- Real-time
- Webhook sync between Stripe and the application
- Enterprise
- Custom pricing issued per contract via access codes
About UpmarkPDF
UpmarkPDF is a document management SaaS serving the construction industry, where teams mark up bills with project names, cost codes, and due dates, then share them without routing everything through Gmail or Outlook. Its customers are organizations that need document collaboration to be fast, auditable, and free of data-entry errors.
- Industry
- Document Management SaaS
- Deliverables
- System integrationsSoftware developmentAdmin control panelWebhook automation
- Technologies
- StripeStripe SubscriptionsStripe TaxStripe WebhooksNode.jsReact
“Cristoval definitely knows his stuff. I brought him in to help with the creation and implementation of a Stripe payment gate for upmarkPDF—a niche SaaS application for the construction industry. Over the course of a couple of months, Cristoval built-out a sophisticated and dynamic integration that's both intuitive for the user, and easy to manage on my end.”
