How to upgrade from a Free Plan to a Starter Plan Subscription
Learn how to upgrade to the Starter Plan subscription with our simple guide below.
Step 1: Click on your user icon.
Click on your user icon in the upper right corner of your dashboard.
Step 2: Select a company.
Select the company account you wish to subscribe to.
Step 3: Click ‘Settings’.
Select ‘Settings’ beneath your account email address.
Step 4: Select ‘Subscription’.
Select the ‘Subscription’ tab.
Step 5: Choose between a monthly or yearly plan.
Switch the toggle to select either a monthly or yearly plan.
Step 6: Choose the Starter plan.
Select the Starter plan, then click ‘Add’.
Step 7: Check your plan details.
Scroll down the page to review the plan you selected.
Step 8: Proceed to payment.
Once everything is correct, proceed to checkout by clicking 'Continue to payment'.
Step 9: Enter payment details.
Review your details and click ‘Upgrade now’.
FAQs about how to upgrade from a Free Plan to a Starter Plan Subscription
Q: Will my card be automatically charged each billing cycle?
A: Yes, based on your subscription date. If you need to cancel your plan, you must do so before the next billing cycle to avoid having the fees charged for that period.
Q: If I am subscribed to a monthly plan, can I upgrade to a yearly plan any time?
A: Yes. When you do, you will be paying a discounted price to account for any unused days you have under the monthly plan. Succeeding renewals will be updated to the upgrade date and will be charged full price moving forward.
Q: If I am subscribed to the Starter plan, can I upgrade to the Professional plan any time?
A: Yes. When you do, you will be paying a discounted price to account for any unused days you have under the Starter plan. Succeeding renewals will be updated to the upgrade date and will be charged full price moving forward.
Q: If I have multiple companies under my user account, would I need to subscribe for each company?
A: Yes, each company on your account generating more than 3 documents a month will require a subscription.
Q: If I cancel my subscription on one company, will this cancel my subscriptions for all companies on my account?
A: No, if you would like to cancel your subscription for multiple companies on your account, you will need to make sure to cancel your subscription for each company.
Q: I switched from yearly to monthly (or vice versa) on the Starter Plan, but checkout still shows the previous billing option. How can I change it?
A: You can try troubleshooting by refreshing the page. If it still doesn’t update, hover over the selected plan in the checkout section and click the 'X' icon to remove it. Then, reselect the correct plan and billing option.
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Read our Subscription FAQs for more information.