Changing your plan type can be easily done online in just a few clicks.
Note: This article takes you through how to change your plan, but if you have more questions about how our billing page works, we'd recommend reviewing the Unified Billing FAQ for more information.
Log in to your Formstack account via https://admin.formstack.com/billing/manage. Once you're logged in, follow the steps below:
- Click the Billing & Usage tab on the left
- Click the Manage plan option
- In the manage plan tab, click the plan you'd like to switch to and click save to finalize the changes.
Note: The option to be billed annually will also appear on the right if you're on a Monthly plan
And that's it, you're all set!
FAQ:
Can I change my Formstack app plan level at any time?
Yes*. You can do so from the Manage Your Plan page. You will be charged a prorated amount for an upgrade to your plan and a prorated credit will be added to your account for any downgrade.
*Some special billing setups will require you to contact a Formstack sales rep or customer success manager to make billing changes.
How do I add more users or usage to my Formstack plan?
From the Billing & Plan Overview page, select Manage Your Plan. Click Add Additional Usage, then select the number of users or usage (i.e. forms, merges, etc) you would like to add to the respective app (Forms, Docs, or Sign). Once reviewed, click Buy Now to complete your purchase.
Once purchased, you can manage your users within the Manage Users tab and easily add people in bulk or individually while selecting the role and app access quickly.
See how to add users and manage their roles.
Why am I not able to make changes to my account billing?
If you are able to view the Billing page but aren’t able to make self-service changes to your account’s billing, you’re most likely paying manually via ACH or check or in a contract that does not allow self-service billing. Contact the Billing Team, your Account Manager, or your Customer Success Manager to make changes to your account.
If you aren’t able to view the Billing page from the Admin Panel, then you are a basic platform user who does not have the ability to manage billing. If you should have this access, please contact your account admin for assistance.
Can I remove user seats and app usage from my account?
No. It’s not possible to remove user seats or app usage at this time. Please contact our Billing Team for assistance.
NOTE:
- You have to be an Admin user or standard user with billing access permissions to perform this task.