Automated Subscription Rate Change Notice Drafts
When you trigger a pricing update run, WebRun opens Chargebee to identify all subscriptions affected by the price change, drafts a personalized notice in Gmail for each customer, and for enterprise contracts it creates a DocuSign amendment envelope awaiting your countersignature before the notice goes out.
How do I automatically draft rate-change notices for all affected subscription customers?
When you trigger a pricing update, WebRun identifies all affected Chargebee subscribers, drafts a personalized rate-change notice in Gmail for each self-serve customer, and creates a pre-filled DocuSign amendment envelope for enterprise contracts. No notice or amendment is sent without your team's explicit review and approval.
- Every affected subscriber gets a personalized rate-change notice in a controlled rollout
- Enterprise contracts get a formal DocuSign amendment before any change is communicated
- No notice or amendment reaches a customer without team review
Built for SaaS billing teams · subscription businesses · finance ops · revenue operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.chargebee.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Chargebee - identify subscriptions affected by the price change
chargebee.com
WebRun opens Chargebee to identify subscriptions affected by the price change. - Open Chargebee and filter subscriptions by the plan or price point being updated
- Capture customer name, email, current plan, current price, new price, and effective date for each
- Separate self-serve subscribers from enterprise contracts with custom pricing
Done when All affected subscriptions are listed and segmented by contract type.
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2
Gmail - draft rate-change notice for each customer
gmail.com
WebRun opens Gmail to draft rate-change notice for each customer. - Open Gmail and draft a rate-change notice for each affected self-serve customer
- Personalize with customer name, current plan, current price, new price, and effective date
- Include a note on what is changing and why, and a link to the billing portal
- Leave all drafts unsent for team review before any notice is sent
Done when A personalized rate-change notice draft is ready in Gmail for every self-serve subscriber.
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3
DocuSign - create amendment envelope for enterprise contracts
docusign.com
WebRun opens DocuSign to create amendment envelope for enterprise contracts. - For enterprise subscribers, create a DocuSign envelope with the pricing amendment document
- Pre-fill the customer name, account details, old rate, new rate, and effective date
- Set the envelope to require your internal countersignature before it is sent to the customer
Done when DocuSign amendment envelopes for enterprise contracts are created and held for countersignature.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send price change notices to customers automatically?
No. Every rate-change notice is saved as a Gmail draft and every enterprise amendment is held in DocuSign awaiting countersignature. Nothing reaches the customer until your team approves and sends.
How does it handle enterprise customers with custom contracts?
Enterprise subscribers are separated from self-serve accounts and handled via DocuSign amendment envelopes that must be countersigned by an authorized team member before being sent.
What if the price change only applies to a specific plan tier?
You specify the plan or price point when you trigger the run. WebRun then filters Chargebee to only that plan, so subscribers on unaffected plans are never included.
Related templates
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