Upgrading from trial version
  • 07 Nov 2022
  • 8 Minutes to read
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Upgrading from trial version

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Upgrade to a subscription plan to utilize sophisticated product features.

Before your upgrade

Plan and scale the requirements of your knowledge base by visiting Document360 pricing page or reaching out to our customer support in the following email support@document360.com.

Only Owner(s) of the project can access Billing features.


Accessing the pricing page

On the pricing page, you can choose the plan and billing cycle. You can access the pricing page in any of the three ways:

1_Screenshot-Accessing_pricing_page_from_portal_trial

  1. From the knowledge base portal, go to SettingsBilling
  2. The pricing page appears

(or)

  1. From the knowledge base portal, click on the Choose your plan button next to the trial expiry date information at the top left
  2. The pricing page appears

(or)

2_Screenshot-Accessing_pricing_page_from_portal_trial_expired

Your trial period is expired, and you want to upgrade:

  1. Go to the Document360 dashboard
  2. Hover the mouse pointer over the trial project, and an Upgrade button appears
  3. Click on the Upgrade button
  4. The pricing page appears

Pricing page

The pricing page shows the available subscription plans and the applicable highlight feature.

4_Screenshot-Pricing_page_portal_new

  • All our subscription plans (Free, Startup, Business, Enterprise, and Enterprise Plus) with their highlight features are displayed

  • Choose your convenient currency for paying Document360 subscriptions. You can pay your subscription bills in USD (United States dollar), GBP (Pound sterling), EUR (Euro), or AUD (Australian dollar)

You can also change the currency on the Payment page.

  • By default, the pricing appears in USD. Click on the desired currency to select it, and the pricing changes to the respective currency
Does the pricing varies for subscription plans based on currency?

Yes, the pricing of subscription plans changes for each currency.

  • Select the desired currency, and the respective pricing for the subscription plans appears
  • Click on the Show details button to view the additional features available in the subscription plan

  • Choose a subscription plan that meets your company's needs by using the toggle at the top

    • Annual: Pay upfront for a year-long subscription to Document360. You will be billed on the same day you started your subscription the following year
    • Monthly: Pay for a month-long subscription to Document360. You will be billed on the same day you started your subscription the following month

Choose the Annual plan instead of Monthly to save a respectable amount annually. Comparing the per month cost of the plans gives a good idea of Annual plan subscription.

  • Click on the Upgrade button of the desired subscription plan, and the payment page appears

You can also change the subscription plan before processing the payment.


Payment page

View the detailed information on the payment.

4_Screenshot-Upgrade_from_trial_Billing_page_overview

Plans

Plan selection: To change the subscription plan.

  • Click Plan selection at the top right
  • You are taken back to the pricing page where you can choose the desired subscription plan

For example, you have chosen Startup plan on the pricing page, and now you want to change to Enterprise

The trial project comes with the Enterprise plan features. When you upgrade to Free, Startup, or Business plans, you might miss a few features. Choose Enterprise plan to enjoy Enterprise tier features.

Choose your currency and billing cycle

Currency

Choose your convenient currency for paying Document360 subscriptions. You can pay your subscription bills in USD (United States dollar), GBP (Pound sterling), EUR (Euro), or AUD (Australian dollar).

  • Select the desired currency, and the respective pricing appears
  • The chosen currency is set as the default currency for all future transactions
Make sure that you choose the convenient currency

You cannot change the currency after the first transaction.

For example, you have subscribed to the Enterprise plan with AUD as your currency, and now you want to change the currency to USD. Currently, switching between currencies is not possible after the first transaction.

We introduced this multicurrency payment option to help you avoid additional charges on international transaction fees and currency conversion charges.

Does the pricing vary with the exchange/conversion rate?

The pricing that appears on the page is fixed. We do not change the pricing for exchange/conversion rates regularly. When there is a pricing change in the future, you will get notified through mail communication well before the new pricing implementation.

Pro tip - Choosing the currency

When you choose a different currency other than your default credit card currency, as it is cheaper or convenient for you, your bank might impose a currency conversion charge on your credit card during the transaction.

For example, say you own a UK-based credit card and want to pay in USD instead of GBP because it's cheaper based on the currency conversion rate. You can choose USD as your currency, but the bank might impose an additional transaction fee for currency conversion on your credit card.


Billing cycle

Plan: You can choose the subscription plan as Monthly or Annual.

  • Use the check box to select the desired plan, and the respective pricing appears

Choose the Annual plan instead of Monthly to save a respectable amount annually.

For example, when you upgrade to Enterprise annual plan, you have to pay US$ 5988, and when you upgrade to Enterprise monthly plan, you have to pay US$ 599. Comparing the per month cost of each plan, you can save US$ 1200. You can utilize this saved amount for buying addons.


Apply promo code

You can use Promo code to avail an additional discount.

  • Click on the Apply promo code button
  • Type in the Promo code in the Enter a Promo Code field
  • Click on the Apply button
  • If entered Promo code is valid, the respective discount is applied in the Cost details section

Best practice & Setup (one-time)

Our dedicated team will assist in configuring the knowledge base effectively. By default, this addon is enabled. You can use the adjacent toggle to enable/disable it as per your requirements. It is a one-time addon, and once you purchase it, it is not visible. For more information, see Best practice & Setup addon.


Addons

We provide optional addons to add additional team accounts, versions, and storage.
Click on the Addons (optional) to expand the section.

Team accounts

By default, your plan comes with a certain number of team accounts, and you want to accommodate additional team accounts.

For example, you have chosen the Enterprise plan, and you need 17 team accounts for your knowledge base. By default, the Enterprise plan project has 15 team accounts. In this case, you can add two more team accounts with the Team accounts addon option and experience a hassle-free process.

  1. Add the additional team accounts with the "+" and "-" icons
  2. The prorated cost of additional team accounts is calculated until the next billing cycle. It appears in the Cost details section on the right
Suggestion

Choose higher-level plans to accommodate more team accounts and gain additional features in your knowledge base.

Limit for additional team accounts

There is no limit to adding additional team accounts.


Storage

By default, your plan comes with a 50GB drive storage capacity, and you want additional storage capacity.

One storage addon provides 50GB additional storage.

For example, when you add two storage addons, 100GB storage would be counted as extra storage, and your storage capacity would be 150GB

  1. Add the required storage addons() with the "+" and "-" icons
  2. The prorated cost of storage addon is calculated until the next billing cycle. It appears in the Cost details section on the right

Versions

By default, your plan comes with a certain number of version(s), and you want additional versions.

For example, you have chosen the Business plan, and you need four versions for your knowledge base. By default, the Business plan project has two versions. In this case, you can add two more versions with the Versions addon option and experience a hassle-free process.

  1. Add the additional versions with the "+" and "-" icons
  2. The prorated cost of additional versions is calculated until the next billing cycle. It appears in the Cost details section on the right
Limit for additional versions

There is no limit to adding additional versions.


Payment details

Card details: Type in the card details through which you want to make the payment

Payment processing

All payments are handled by our third-party provider, Stripe.


Billing address

Provide the billing details for which you want to invoice the payment

Company: You can edit this field as per your requirement. By default, your project name is filled

Email address: You can add the email address for which you want to invoice the payment. By default, your email id is filled in this field

The billing invoice is sent to the email of Owner(s) in the project.

Address details: Type in the organization address details for which you want to invoice the payment
You can also leave this section empty. This section is optional.

Country: Choose your country
It is mandatory to choose this field

The invoice of the payment contains all the above Billing address details.

VAT charges

VAT charges might be applicable based on your region.


Cost details

Base plan cost: The cost of your subscription plan appears here

Addons: If addons are added, the respective costs appear

Amount due: The total amount to be paid appears here. This is the sum of Base plan cost and the cost of Addons. If you apply any Promo code, the respective discount is applied.
If you are an existing customer, the credits available are also applied.

For example, you have selected Enterprise (annual) plan and added an additional knowledge base version, the Amount due would be the sum of the Base plan cost and the cost of one Knowledge base version.

Make sure that you have chosen the convenient currency

You cannot change the currency after the first transaction.

For example, you have subscribed to the Enterprise plan with AUD as your currency, and now you want to change the currency to USD. Currently, switching between currencies is not possible after the first transaction.

Make payment: This button is enabled when you have entered all the required details, added the applicable add-ons, and no error message is displayed

  1. Review the upgrade information and make sure you have added the required addons
  2. Click on the Make payment button, and the payment is processed
  3. Once the transaction is complete, the Payment successful! message appears with the chosen subscription plan, and type in the new page
  4. Billing information such as Invoice #, Billing period, Amount paid, and Next billing date appears with an option to Download Invoice
Renewal details

To check the renewal details, go to SettingsBillingMy plan.


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