What counts as a "sent proposal"?

The first time a proposal is sent, shared or given a signing link in a month. Re-sending the same proposal does not count twice.

Plans, trial and billing

Understand the Starter and Pro limits, what the beta gives you, how to subscribe or change plan through Stripe, and what happens when a workspace goes read-only.

Beginner 7 minOwner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings/billing, /plans, /checkout/start · Guide last checked 2026-10-03

0 of 6 ticked · remembered in this browser

Preconditions

An owner account. Do not complete a real Stripe payment on camera; stop at the Stripe page.

Steps

1. Open BillingDo: In the sidebar under Setup, click "Billing".Expect: Heading "Billing". Cards "Current Plan", "Subscription Status", "Pricing Preview", "Billing Actions" and "Payment History". During beta an "Early Access Beta" card shows Days remaining.Actual:
2. Read the statusDo: In Subscription Status read the status, the current period and "Trial ends" or "Beta ends". In Current Plan read Active seats and Extra seats.Expect: Dates are shown in full; seats match your Team page.Actual:
3. Compare plansDo: Open the public /plans page in a new tab and scroll to "Compare plan limits".Expect: A table with Seats, Sent proposals, Layouts, Saved templates, Product list items, Price lists and Support for Starter, Pro and Enterprise.Actual:
4. Subscribe or upgradeDo: In Billing Actions choose Monthly or Annual, then click "Upgrade to Pro" (or "Subscribe to Starter"). You are sent to Stripe Checkout; complete the payment there.Expect: You return to "Payment submitted successfully" (/settings/billing/success) or "Checkout was cancelled". During beta the buttons read "Available After Beta".Actual:
5. Manage the subscriptionDo: Click "Manage Billing" to open the Stripe customer portal, where you update the card, download receipts or cancel. Payment History on this page lists every billing event.Expect: The Stripe portal opens; Payment History shows Date, Type, Amount, Provider, Status, Reference.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Finished this lesson?