Document360 offers a 14-day free trial that lets you explore all plans and features before committing to a subscription. During the trial, you can switch between plans at no cost to evaluate which tier best fits your needs. At any point during or after the trial, you can subscribe to a paid plan to continue using Document360 without interruption.
Only Owners of the project can access Billing features.
How to change your plan during the trial period
During the 14-day trial, you can switch between plans freely to explore features available in each tier.
- On the Top navigation bar, click the dropdown on the TRIAL ENDS IN N DAYS button.
- Select Try other plans to open the Change plan page. The page displays all available plans.
- Click Try now under the plan you want to explore.
If you select a lower-tier plan, you will be directed to a page listing the features you will lose access to.
- Depending on the plan direction:
- Moving to a lower-tier plan — Select the checkbox to confirm you accept the downgrade and deletion of configurations not supported in the lower-tier plan, then click Change plan.
- Moving to a higher-tier plan — A success message appears once your plan is upgraded.
From the same dropdown, you can also:
- Click Book a demo to schedule a product demonstration.
- Click Chat with us to reach the customer support team.
You can also review your current plan and trial status from the Billing page:
- Navigate to Settings () > Knowledge base portal in the left navigation bar.
- In the left navigation pane, select Billing.
- On the Billing page, review your current plan, remaining trial duration, and a summary of available features.
How to subscribe to a Document360 plan
To subscribe to a paid plan during or after the trial period:
- Navigate to Settings ( )> Knowledge base portal in the left navigation bar.
- In the left navigation pane, select Billing. The Billing page shows a summary of your current plan features and the number of trial days remaining.
- Click Buy now to go to the Upgrade page. Scroll down to the Compare plans & features section for a detailed feature comparison across all plans.
- Select your preferred plan and click Let's talk.
The Document360 sales team will contact you to assist with completing your purchase.
Best practices
- Start with the highest-tier plan during the trial to explore all advanced features first, then switch to a lower plan to understand what you would be giving up — this gives you a complete picture before subscribing.
- Review the Billing page early in your trial to understand plan differences and avoid last-minute decisions as the trial deadline approaches.
- Check the feature loss list carefully before confirming a downgrade — configurations not supported in the lower plan will be deleted.
- Contact support before the trial ends if you need more time to evaluate. Extensions are available on a case-by-case basis.
- Use "Book a demo" from the trial dropdown if you need a guided walkthrough of a specific plan's capabilities before purchasing.
FAQ
What features are available during the trial period?
During the trial, you can explore all features and plans offered by Document360 to help you decide which plan best suits your needs.
Will I lose my data if I downgrade to a lower plan during the trial?
No, your data remains intact. However, certain features will be adjusted based on the lower plan, and configurations not supported in the lower plan will be removed. Trial limits remain the same regardless of which plan you switch to.
Can I extend my trial period?
In some cases, you may be eligible for an extension. Contact the support team to discuss your options.
What happens when my trial period ends?
To continue using Document360 after your trial ends, you need to subscribe to a plan. If you choose not to subscribe, your project will be placed on hold and scheduled for deletion.
Are there any limitations during the trial compared to a paid plan?
Yes. During the trial, a common set of trial limits applies across all plans. You can switch between plans to evaluate plan-specific features, but the same trial limits continue to apply throughout.
What if I need help during my trial?
You can access support via the Chat with us option in the trial dropdown, book a demo, or reach out to the customer support team directly.
Will I be charged automatically after the trial ends?
No. You will not be charged automatically. You must manually subscribe to a plan before or after the trial ends.
Does the pricing vary for subscription plans based on currency?
Yes, the pricing of subscription plans varies by currency.
Does the pricing vary with the exchange or conversion rate?
No. The pricing displayed on the page is fixed and does not change in response to exchange or conversion rate fluctuations.