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Turn your landing page into a conversion powerhouse by embedding your Convocore pricing plans directly on any website. This feature allows agencies to showcase their plans, handle checkout, and automatically onboard new clients—all without leaving your branded experience.

What is the Embeddable Pricing Table?

The Embeddable Pricing Table is a fully branded, plug-and-play widget that displays your Convocore subscription plans on any website. When prospects click a plan, they’re taken through a secure Stripe checkout and automatically provisioned as clients in your agency dashboard.

Zero Code Required

Copy and paste a simple embed code—works on any website builder

Auto Onboarding

New clients are automatically created and onboarded after checkout

Fully Branded

Matches your agency’s colors, fonts, and theme automatically

Secure Payments

Powered by Stripe with built-in fraud protection

Why Use Embeddable Pricing?

Skip the custom development—go from setup to live in under 5 minutes.
Traditional pricing pages require:
  • Custom payment integration
  • Manual client provisioning
  • Email verification flows
  • Dashboard access setup
With the Embeddable Pricing Table, all of this happens automatically:
  1. Prospect visits your landing page
  2. Clicks a plan they like
  3. Completes checkout via Stripe
  4. Gets instant access to their branded dashboard
No passwords needed. No manual setup. Just pure conversion magic.

Prerequisites

Before you can use the embeddable pricing table, ensure you have:
1

Active Stripe Connect Account

You must have connected your Stripe account in the Auto Billing tab.
See Whitelabel Stripe Billing for setup instructions.
2

Created Pricing Plans

You need at least one subscription plan configured in Step 4: Manage Plans of the Auto Billing tab.
Plans include pricing, features, credits, and subscription limits (agents, channels, etc.)
3

Agency Branding Configured

Set up your logo, colors, and theme in the Agency Overview tab for a fully branded experience.

Setting Up the Embeddable Pricing Table

1

Navigate to Auto Billing Tab

In your Convocore dashboard, go to the Agency section and click the Auto Billing tab.
2

Scroll to Step 5: Embeddable Pricing Table

After completing Steps 1-4 (Stripe Connect, Email, Pricing, Plans), you’ll see the embed code section.
If you haven’t created any pricing plans yet, you’ll see a warning message. Complete Step 4 first.
3

Copy Your Embed Code

Choose your preferred integration method and copy the code:
4

Test the Live Preview

Click the “Open Live Preview” button to see your pricing table in action before deploying it.
5

Paste on Your Website

Add the code to your landing page, pricing page, or any other page where you want to display pricing.
  1. Open your Webflow page in the Designer
  2. Add an Embed element to your page
  3. Paste the iframe code
  4. Publish your site
  1. Edit your page in WordPress
  2. Add a Custom HTML block
  3. Paste the iframe code
  4. Update/Publish the page
  1. Open your Wix page editor
  2. Click Add > Embed > Custom Code
  3. Paste the iframe code
  4. Publish your site
  1. Edit your Squarespace page
  2. Add a Code Block
  3. Paste the iframe code
  4. Save and publish

How It Works

1

Visitor Views Pricing

When someone visits your page, they see your plans styled with your agency’s branding (logo, colors, fonts).
The pricing table automatically adapts to light/dark mode based on your agency theme settings.
2

Prospect Selects a Plan

They click “Get Started” on any plan, which triggers a Stripe Checkout session with:
  • Plan name and pricing
  • Agency branding
  • Secure payment processing
3

Customer Completes Payment

After entering their email, payment details, and billing address, they complete the purchase.
Stripe handles all payment security, PCI compliance, and fraud detection.
4

Automatic Client Provisioning

Behind the scenes, Convocore automatically:

Creates Organization

A new organization is created with the customer’s name

Creates Client Account

A client account is generated with dashboard access

Adds Credits

Credits from the subscribed plan are added to their org

Applies Limits

Subscription limits (agents, channels) are enforced
5

Client Gets Dashboard Access

The customer is redirected to their branded dashboard with:
  • Custom domain (if you’ve configured one) or subdomain
  • Auto-login (no password needed initially)
  • Onboarding flow (for new users) or direct dashboard access (for existing clients)

Branding & Customization

Your embeddable pricing table automatically inherits your agency’s branding:
  • Primary Color: Used for CTAs, highlights, and accents
  • Secondary Color: Used for secondary buttons and elements
  • Dark/Light Mode: Adapts based on your agency’s theme type
  • Background Colors: Matches platform dark mode (#0F0F0F, #261D37) or light mode
Configure these in Agency > Overview Tab > Theme Customization
  • Font Family: Uses your agency’s selected Google Font
  • Border Radius: Matches your theme’s border radius setting
All typography and spacing are designed to be responsive and accessible.
  • Agency Logo: Displayed at the top of the pricing table
  • Dark Mode Logo: Automatically swaps based on theme
  • Branding Text: Your agency tagline or description
  • Standard Plans: Show “Powered by Convocore” footer
  • Whitelabel Addon: Footer is removed for a fully branded experience
Upgrade to the Whitelabel Addon to remove all Convocore branding.

Client Onboarding Flow

New Clients

When a new customer subscribes via the embeddable pricing table:
  1. Client account created in your agency workspace
  2. Organization created with subscription details
  3. Credits added based on their plan
  4. Auto-login token generated for seamless access
  5. Redirected to onboarding at /app/{region}/client/onboarding
  6. Guided through setup (agent creation, dashboard tour, etc.)
You can customize the onboarding steps in Agency > SAAS Mode > Client Onboarding

Existing Clients

If a customer with an existing organization subscribes to a new plan:
  1. Subscription updated with new plan details
  2. Credits added to their existing balance
  3. Billing enabled in their dashboard
  4. Auto-logged in and redirected to their dashboard home

Subscription Management

Once a client subscribes via the embeddable pricing table, they can manage their subscription directly from their dashboard:

View Current Plan

See active plan, billing cycle, and next renewal date

Upgrade/Downgrade

Switch to a different plan seamlessly

Update Payment

Change payment method in Stripe’s secure portal

Cancel Subscription

Cancel anytime with automatic access until period end
All subscription changes are processed through Stripe webhooks and automatically sync with Convocore.

Security & Privacy

PCI Compliant

All payment processing is handled by Stripe—no card data touches your servers

Auto-Login Tokens

Secure, one-time use tokens with 24-hour expiry for seamless dashboard access

Email Verification

Customer emails are validated during Stripe checkout

Fraud Detection

Stripe’s built-in Radar protects against fraudulent transactions
Auto-login tokens are stored in Firestore with a 24-hour TTL. After that, clients must log in with their email or password.


FAQs

The layout is fixed to ensure consistency and responsiveness across all devices. However, you can fully customize:
  • Colors (primary, secondary, background, text)
  • Fonts (via Google Fonts)
  • Border radius
  • Plan names, features, and pricing
For advanced customization, contact support about custom CSS injection.
If they use the same email:
  • Their existing organization is updated with the new subscription
  • Credits are added to their account
  • They’re auto-logged in and redirected to the dashboard
  • No duplicate accounts are created
Currently, the embeddable pricing table only supports subscription-based plans. One-time purchases are not supported.If you need one-time payments, use Stripe’s standard checkout or payment links.
  1. Go to Auto Billing > Step 4: Manage Plans
  2. Update the plan details (price, features, credits, limits)
  3. Save changes
The embeddable pricing table will automatically reflect the updates—no need to re-embed the code.
Yes! You can embed the same pricing table on as many pages as you want:
  • Landing page
  • Pricing page
  • Checkout page
  • Webinars or campaign pages
All embeds use the same agency ID and pull the same pricing data.

Ready to convert visitors into clients? Head to the Auto Billing tab and grab your embed code!