Changing Your Plan
Upgrade, downgrade, or switch plans anytime
How to Change Your Plan
- Go to Settings — Click on your profile or settings in the navigation
- Select Billing — Find the billing or subscription section
- Click "Change Plan" — You'll see all available plan options
- Select your new plan — Choose the plan that best fits your needs
- Confirm the change — Review the pricing and confirm
Upgrading Your Plan
When you upgrade:
- Immediate access — New features are available right away
- Prorated billing — You only pay the difference for the remaining billing period
- No data loss — All your documents and data remain intact
Downgrading Your Plan
When you downgrade:
- End of billing period — The downgrade takes effect at the end of your current billing cycle
- Keep current features — You retain access to your current plan features until the switch
- Data is preserved — Your documents remain, but some features may be limited
Note: If you exceed the limits of your new plan (e.g., team members or document storage), you may need to reduce usage before the downgrade can complete.
Available Plans
Visit our pricing page to see all available plans and their features. If you need a custom plan for your organization, contact us.