Billing | Settings

What you'll learn

• How to view your current plan and usage
• How to upgrade or downgrade
• How to purchase add-on credits
• How to access the Stripe customer portal

Current plan

The billing page shows your active plan at the top:

• Plan name — Free, Solo, Pro, or Agency
• Billing cycle — monthly or yearly (yearly saves 20%)
• Next billing date — when your next charge occurs

Usage meter

Below your plan details, a usage meter shows how many proposals you've generated this billing cycle versus your monthly limit:

| Plan | Monthly limit | |------|--------------| | Free | 5 | | Solo | 25 | | Pro | 50 | | Agency | 200 |

The meter updates in real time as you create proposals. When you're approaching your limit, you'll see a warning.

Upgrade or downgrade

Click Change Plan to see all available plans and switch. When upgrading:

• The new plan takes effect immediately
• You're charged a prorated amount for the remainder of the current billing cycle
• Your monthly proposal limit increases right away

When downgrading:

• The change takes effect at the start of your next billing cycle
• You keep your current plan's features until then
• If your usage exceeds the new plan's limits (e.g., more clients than the new plan allows), you'll need to archive some before the downgrade activates

Add-on credits

If you've hit your monthly limit but need more proposals right now, purchase add-on credits. Click Buy Credits to see tiered pricing with volume discounts. Credits are applied to your account instantly and never expire.

Learn more about credits →

Stripe customer portal

Click Manage Subscription to open the Stripe customer portal. From there you can:

• Update your payment method
• View and download invoices
• Cancel your subscription
• Update your billing address