SaaS Product Upsell & Upgrade Form

Maximize Customer Lifetime Value with Strategic SaaS Upsells

For SaaS companies, the most valuable leads aren't always new customers—they're the ones already using your product. This SaaS Product Upsell & Upgrade Form helps you convert free users to paid plans and move existing customers up your pricing tiers with a frictionless, conversion-optimized experience.

Built specifically for software companies, this template creates a seamless upgrade path that showcases premium features, compares plan benefits side-by-side, and processes payments instantly—all without leaving the form.

Why This Template Works for SaaS Growth Teams

Traditional upgrade flows send users through multiple pages, confusing navigation, and checkout friction. This form condenses your entire upsell funnel into one intelligent, branded experience that adapts to customer responses.

Perfect for:

• Product managers launching new premium tiers
• Growth teams running expansion revenue campaigns
• Customer success teams identifying upsell opportunities
• Marketing teams optimizing conversion funnels

Key Features That Drive Upgrades

The form includes conditional logic that personalizes the upgrade journey based on each customer's current plan and needs. Feature comparison tables help customers understand exactly what they'll gain, while annual vs. monthly billing toggles highlight cost savings for longer commitments.

Real-time pricing calculations adjust instantly as customers select add-ons or billing frequencies, removing any guesswork about final costs. Payment processing happens directly in the form through Stripe or PayPal, meaning customers can upgrade in seconds without friction.

Automate Your Upgrade Workflow with Stepper

Once a customer upgrades, you'll want to provision their new features, update your CRM, notify your success team, and trigger onboarding sequences. Connect this form to Stepper to automatically route upgrade data to your product database, subscription management tools like Stripe, CRMs like HubSpot or Salesforce, and communication platforms.

Stepper can even trigger different workflows based on which tier customers choose—sending enterprise buyers to your dedicated success team while self-serve upgrades flow directly into automated onboarding.

Built for Conversion, Designed for Your Brand

Paperform's flexible design system means your upgrade form doesn't look like a generic checkout page. Match your brand fonts, colors, and visual style to create an experience that feels native to your product—critical for maintaining trust during payment moments.

With Paperform's built-in payment processing, conditional logic, and calculation engine, you can create sophisticated upsell funnels without developers, test different approaches quickly, and optimize based on real conversion data.

Whether you're a startup testing your first paid tier or an established SaaS company optimizing expansion revenue, this template gives you a professional, high-converting upgrade form you can launch today.