For all plans

This section applies no matter which plan you're on.

Where to manage your subscription

You can make changes to your subscriptions, such as upgrades, downgrades, managing Add-ons, or billing intervals, by going to your Account Settings > Billing. Here's how:

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

   

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

Then, follow the steps in "For Platform plans" or "For Legacy plans" below to choose or change your plan, manage Add-ons, and confirm your change.

Please note: 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.

For Platform plans

This section applies to users on the new unified Platform billing, where Paperform, Papersign, and Stepper share one subscription.

Choosing or changing your plan

You have one subscription that covers all three products; you can switch between them and your preferred billing interval (monthly or yearly) on your Billing page.

1. If you don't have an active subscription, you'll see the option to click "Reactivate Plan" to reactivate your last active plan, or choose a new plan to activate. To change a current subscription, simply click which plan and billing interval you would like to switch to.

For Legacy plans

This section applies to you if you're still on Legacy billing, where Paperform and Papersign are billed separately.

Choosing or changing your plan:

1. Select the product tab you wish to make changes to ("Paperform | Forms Billing", or "Papersign | e-Signature Billing").
2. 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."
3. Complete the mandatory billing details and optional tax information.
4. Select "Change Plan" to confirm.

Note: Switching from an annual to a monthly billing frequency is only possible during the last month of your current term for legacy plans. You can switch from monthly to annual at any time.