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Plans and billing

Personal workspaces offer Personal Free ($0/month, 1 GB) and Personal Pro ($20/month, 10 GB). Organizations offer Business Trial ($0 for one month only, 1 GB) and Business Pro ($100/month, 100 GB). All prices are in USD excluding taxes.

Plans include a token allowance for uploads, file viewing and downloads, workflow emails, requests, and tasks. Plan cards show the price followed by a bulleted list of included tokens, storage, and retention. Personal Free is labeled Free, and Business Trial is labeled Free for 1 month. See Usage and tokens for renewal and expiry rules, token rates, and a worked example.

Personal Free and Business Trial retain requests and notifications for one month. Personal Free retains receipts for five years; Business Trial retains receipts for one month. Paid plans allow configurable retention, with receipts following the request retention period.

Included tokens and storage

  • Personal Free: tokens renew each month from the workspace's initial period date.
  • Personal Pro and Business Pro: tokens renew each verified paid billing period.
  • Business Trial: the trial lasts one month, and tokens are granted once. The trial allowance does not renew.

Unused tokens expire at the end of their period and do not roll over. Storage is a separate limit: it measures files currently stored, rather than the amount you can upload each month. Keeping a file uses storage capacity without spending additional tokens.

Uploads, file viewing and downloads, workflow email recipient deliveries, request submission or resubmission, and task creation spend tokens. See token rates for the cost of each action and a worked example.

Choose a plan

Select the workspace and open Plans. Personal users manage their own subscription; organization Owners and Admins manage the organization's subscription. Ordinary organization members cannot perform plan-card management actions.

Use Subscribe on the desired plan. A paid plan activates only after payment is verified. Follow Checkout and return to Plans to check the result. Closing Checkout or returning from it does not by itself confirm successful payment.

For new organizations, select Choose Business Trial or Choose Business Pro, then press Subscribe below the cards to create the workspace. Paid organizations remain restricted until payment succeeds. Business Trial can be used only once per owner.

Understand plan changes

The current plan card shows its status. During a pending upgrade, the existing plan can stay Active while the target plan shows a pending payment and Resolve payment.

A scheduled change appears as Planned with its effective date. Use Cancel on a scheduled plan card, when offered, to keep the current paid plan renewing before the change takes effect. Wait for billing confirmation before assuming the schedule has cleared.

Switching to Personal Free or Business Trial sets request and notification retention to one month when the plan becomes active. For a scheduled downgrade, your current retention settings remain until the paid period ends. See Retention and deletion.

Manage billing

Choose Manage billing from the current-plan card to open the billing portal. Use it for supported payment-method updates and invoice history. Plan selection and scheduled-change controls remain on the app's Plans page.

Resolve a failed payment

If billing blocks a workspace, open Plans and use Resolve payment or the available billing action. Other workspace pages and plan changes are unavailable while it is suspended. Review the recovery deadline shown there.

Resolve payment before the recovery deadline

Failed renewals suspend workspace access immediately. Use the deadline shown on Plans to complete recovery and retain your data. After that deadline, organizations are removed. Personal workspaces lose workflow data and return to Personal Free while retaining identity and profile. See Retention and deletion.