When you invite a user to join your Pipedrive account and give them deals app access, that new user will occupy a seat in your Pipedrive account. Once a seat is added, you can assign it to a user or invite a new user to join your Pipedrive account:
Invite a New User:
Go to Manage Users in your account settings.
Click the +Users button on the right-hand side of the screen.
Enter the new user’s details, including their email address.
The user will receive an invitation email to create a password and sign in.
Assign a Seat After Canceling a Scheduled Removal:
If a scheduled seat removal was canceled, the seat becomes available.
Go to Manage Users and invite a new user to take the available seat.
Reactivating Inactive Users:
Inactive users can be found under the "Inactive" tab in the Manage Users section.
Reactivate the user to assign them a seat.
If you add a new user and already have an open seat in your account, then that user will occupy that open seat. In this case, nothing in the account's billing information will change.
If you do not have an open seat in your account, adding a user will increase the billed seat count in your subscription. This means you will be billed immediately after the seat has been added to your account. The charge you see will be a prorated charge reflecting the time remaining in your current subscription cycle.
If you are currently in a trial phase (for instance, a trial of a paid plan such as the Growth plan), charges for additional seats will only begin once the trial transitions into a paid subscription.
For example, if your monthly plan billing cycle starts on March 5th and you add an extra seat on March 20th, you will be charged a prorated amount on March 20th for the remaining days in the current billing cycle for the additional seat. Similarly, if your plan is billed annually, any new seats added will incur a prorated charge for the remainder of the annual period as of the addition date. During plan renewal on the original cycle end date, the total cost for all seats in your subscription will be billed in full.
You will see these changes and your billing update in your checkout summary. The checkout summary will display the prorated charges for any new seats added during the current billing cycle, as well as the updated total for the next billing period.
To review these changes and preview seat costs, navigate to Billing > Manage subscription within your Pipedrive account.
Step-by-Step Guide to Adding Additional User Seats
Inviting a New User:
Navigate to Manage users > Users & access.
Click the "+ User" button.
Enter the email address of the new user. At this stage, a new seat is instantly added to your subscription, and an invitation is sent to the specified email.
Frequently Asked Questions
Can Pipedrive delay billing for additional seats?
No, seats are billed as per your current subscription terms. For annual plans, charges are prorated for the remaining term of the current cycle.
Will the cost of an additional seat differ from the current cost?
No, additional seats in the same company account match the cost of existing seats. To ensure transparency, log in to your account to confirm current seat pricing and preview any changes.
You can also check this article in case you want to know more about Pipedrive Pricing: https://www.pipedrive.com/en/pricing