Services · Ecommerce development · Document management subscription sites
Codeeo handles document management subscription website development Dallas software vendors use to sell storage, seats and records features online. We build the plan pages, the checkout, recurring billing tied to storage and users, Texas sales tax handling and the account area where an office manager upgrades, downloads an invoice or exports files before leaving. Your sales team keeps the large deals; the website closes the steady flow of small and midsize firms across North Texas who would rather buy without a call.
We build the commercial layer around your repository, not the repository itself. Our team works with Dallas clients remotely, with discovery, design reviews and sprint demos held by video call, so your product and finance leads see every decision before it ships.
200+ companies across the US and the UAEFrom a first store to a listed developer
What the subscription site does
Selling a document system by subscription has a twist most SaaS billing guides skip: the customer's files live inside your product. Pricing usually blends seats with storage, a plan downgrade can collide with the gigabytes already uploaded, and cancellation has to answer what happens to ten years of contracts. A title company off Stemmons Freeway, a general contractor in Frisco and a family law practice in Uptown each hit those questions differently. The site has to let them pick a plan, pay, grow and leave without opening a ticket, while your billing system, your product limits and your accounting stay in agreement. These are the parts we build for Dallas vendors, wired so a change in one place reaches the others in the same step.
Plan tables that show users, storage allowance, version history depth, retention rules and audit logs side by side, with a storage calculator where a buyer enters headcount and archive size. Add-ons such as extra storage blocks, e-signature packs or OCR minutes are sold from the same page.
Buyers see the plan that fits before they ever ask your team.
Workspace name, admin details, plan, billing cycle and payment in one short flow, accepting cards, Apple Pay, Google Pay and ACH debit where your processor allows. If you choose to offer a trial, the conversion to paid asks for clear consent at that moment.
A Dallas office manager can sign up and start uploading the same afternoon.
The Texas Comptroller treats hosted software as a taxable data processing service, with a statutory exemption on part of the charge. We connect a tax engine that applies that rule by billing address, stores exemption certificates from nonprofits and schools, and handles buyers in other states too.
Invoices carry tax lines your accountant can file without rework.
When a firm adds paralegals mid-cycle or jumps to a bigger storage tier, the site charges the difference for the days left, or credits the next invoice, using rules your finance lead signs off in discovery. Every proration line names the change that caused it.
Customers grow their plan without a billing dispute.
If a customer moves to a smaller plan while holding more data than it allows, the account area shows what must be archived or deleted first, or offers a storage add-on. Nothing is removed silently, and the product API enforces the new limit only once the customer confirms.
No surprise lockouts and no lost records after a downgrade.
Scheduled card retries, reminder emails in your voice, a banner for workspace admins and a read only grace period before uploads pause. Downloads stay open during that window so a customer is never cut off from their own documents over an expired card.
More renewals saved without holding files hostage.
Corporate buyers in Las Colinas, Legacy West or the Richardson Telecom Corridor often need a quote, a PO number on the invoice and net terms. We add that path alongside card checkout so both kinds of customer live in one billing system.
Enterprise renewals tracked in the same place as self serve plans.
Annual billing with a clear renewal date in the account area, reminder emails ahead of each renewal, and price change notices sent before new rates apply. Customers who prepaid for a year can add seats mid-term and see a single prorated charge rather than a second subscription.
Fewer renewal disputes from Dallas finance teams who forgot the date.
Plan, usage, invoices, billing contacts, payment methods and cancellation in one area. Cancellation sits next to the upgrade button, and it links to a full export of folders, metadata and audit history so a departing customer leaves with their records intact.
Clean exits that protect your reputation with referrers.
Recurring revenue, expansion from seats and storage, failed payments and cancellations by plan, drawn straight from the billing provider. Cancellation reasons collected at exit sit beside the figures so the product team sees why accounts leave.
Board reporting without a spreadsheet nobody trusts.
Who this is for
North Texas document software vendors tend to arrive with one of four problems. Some have a product that works and no way to sell it online. Some sell online but bill by hand. Some serve a single industry with its own paperwork rules. Some are adding a self serve tier beside an established enterprise sales motion. The build starts differently for each, and the first discovery call is mostly about which of these describes you, because that decides whether pricing, billing migration or entitlements come first.
A product built for closing packages, division orders or submittals needs plans named in that trade's language, add-ons for its record types and a pricing page that reads like it was written by someone who has seen a Fort Worth land department. We shape the catalog of plans around those buyers instead of generic tiers. Search pages for each trade can follow later as part of your marketing plan.
Industry wording on the pricing page shortens the sales cycle.
If invoices go out from accounting software each month and storage overages are counted in a spreadsheet, we move billing onto a subscription provider, import existing customers with their renewal dates and current prices, and connect usage from your product so the numbers stop drifting. Customers on old annual contracts are moved over at their renewal date, not before, so nobody gets an unexpected charge.
Existing customers keep their terms during the move.
Many Dallas vendors win large accounts through sales, then lose smaller firms that will not sit through a demo. We add a self serve plan with its own limits, keep enterprise contracts in the invoice path, and stop the two from contradicting each other on price or features. Feature gates are set in one place, so the website, the product and the contract all describe the same plan.
Clinics near the Dallas Medical District and law firms downtown ask about access controls, retention and agreements before paying. We build the trust pages, the request flow for a business associate agreement where you offer one, and plan gates for features such as legal hold and audit export.
Contract terms remain your legal team's call.
How we work together
Most vendors start with a fixed scope build of the pricing pages, checkout, billing link and account area. After launch, a monthly retainer covers new plans, tax changes, reporting and checkout experiments. Vendors with a large product roadmap sometimes take a dedicated team that works inside their sprints. All three run remotely, with written scopes and recorded video reviews so nothing depends on memory. Whichever you pick, the billing configuration is documented in plain language so your Dallas finance staff can read how every plan, discount and tax rule is set up.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
We work with established billing providers such as Stripe Billing, Chargebee or Recurly, a tax engine suited to the states you sell into, and a modern web stack your own developers can maintain after handover. The choice follows your plan model, not our habit.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
It depends on how many plans, add-ons and existing customers you have.
A vendor with three plans, card checkout and no legacy subscribers moves faster than one migrating hundreds of accounts with custom prices and purchase orders. The other big factor is your product API: if seat and storage limits can already be set from outside, the entitlement link is short. We set the timeline after discovery and put it in the written scope. We also allow time for your finance team to rehearse month end in the sandbox, because that is where most surprises surface.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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