Suite Plan Billing

As a Platform Admin, you can manage your Billing and Plan limits for your Platform Formstack account by visiting the Billing and Plan Overview page located in the Admin Panel (Click your avatar > Billing).

NOTE: The naming convention for your plan name may vary from the plan names outlined in the article ie Platform Starter vs Suite Starter plan based on when you joined Formstack.  

Within the Billing page, you can perform the following actions: 

1. Purchase a Suite Plan

2. Add additional users and usage

3. Purchase add-ons

4. Downgrade your account

5. Upgrade your account

6. View invoices

7. Cancel account

8. Update invoice recipients

Purchase Suite Plan

Step 1: To purchase your Suite Starter or Teams plan, navigate to the Billing and Plan Overview page, then click Purchase Plan.

Step 2: On the Manage Your Plan page, confirm the plan you would like to purchase, select your billing periodicity (Monthly or Yearly), then click Purchase Plan.

Step 3: On the following page, agree to the GDPR terms, then enter your billing information and click Purchase.

If you need to make any changes to your plan prior to purchase you can do so by clicking Edit above the plan overview on the right side of the page.
 

Step 4: Upon payment, you will see a Success modal. Click Get Started and choose an app you wish to navigate to.
 

Add additional users and usage to a paid plan

Step 1: To add additional users and/or forms and merges to your Platform account, click Purchase plan extras from the Billing & Plan Overview page.



Step 2: On the following modal, select your choices, then confirm the purchase, and click Purchase.
 

Step 3: Enter the number of users and/or usage packs you would like to add to your account, review the estimated cost, and click Request Plan Updates to submit the form. Any addition of users and usage will automatically be billed and added to your account.

NOTE: Purchases of $300 or greater for Monthly billed accounts or $3600 or greater for yearly-billed accounts will be reviewed by a Formstack Sales representative prior to purchase.

Purchase add-ons

Suite Starter plans offer the ability to power up your plan by purchasing additional functionality through three Forms add-ons: Conversion Kit, Portals, and Workflows as well as the Platform Salesforce add-on.

Suite Teams plans offer two additional add-ons for purchase:

• Formstack Platform API
• Formstack Platform SSO

Step 1: Navigate to the Billing > Manage Plan section of the Formstack ID (FSID) admin panel. 

Step 2: Scroll down to view the available add-ons and select Request add-on. 



Step 3: Schedule a time to meet with Formstack Sales to purchase the add-on. 

Once purchased, the add-on(s) are available to use within your platform account. 
 

Downgrade your account 

If you would like to switch your Suite plan from Teams to Starter, click Manage your plan, then click Downgrade under the Starter plan. 

From there, you will see a confirmation modal showing the billing changes that will be made to your account. Click Confirm and the changes will be made to your account.

Upgrade your account

If you’d like to upgrade from the Suite Starter plan to Teams, click the Upgrade button.  From there, you will see a confirmation modal showing the billing changes that will be made to your account.

Click Confirm and the changes will be made to your account.

View invoices

To view a list of your recent purchases and export your past invoices, click the Invoices menu item. 

Cancel Account

If you would like to cancel your Platform account, click the three-dot icon next to your plan, then choose Cancel Suite Plan. Then, fill out the cancellation form to complete the process.

Update invoice recipients

Below the list of invoices, you can choose who can receive invoices via email. By default, the Admin user who initially purchased this Formstack account will receive an invoice email upon payment. Additional recipients can be added by entering one or more comma-separated email addresses into the text field and clicking Add Recipients.

To remove an email address from the list, click the Delete button next to the entry you’d like to delete.