How do I make changes to my Paperform plan?

You can make changes to your Paperform or Papersign subscriptions, such as upgrades, downgrades, managing Add-ons, or billing intervals, through your Account Settings. Here's how:

1. Select the avatar in the top-right corner of your Paperform dashboard, then select "Account Settings".

   Account settings

2. Select the "Billing" tab on the left-hand-side navigation.

3. Select the product you wish to make changes to (Paperform - form builder or Papersign e-Signature software)

4. If you don't have an active subscription, select a pricing plan and billing interval, then select "Continue". To change a current subscription, toggle between annual and monthly pricing if necessary, select the pricing plan you want, and select "Continue".

   

5. You can manage Add-ons in the same way. Note: Add-ons vary from plan to plan.

6. Complete the mandatory billing details and optional tax information.

7. Select "Change to Plan" to confirm.

Gotchas

• Changing your subscription may impact your form's functionality. If you're not a paying customer and are on trial, you can change to any plan and test out all the features on that plan.
• Switching from an annual to a monthly subscription is only possible during the last month of your current term. You can switch from monthly to annual at any time.