Project Management Tool Payment Update Form

Managing your project management tool subscription shouldn't feel like a project in itself. This project management tool payment update form makes it simple to update payment details, adjust team capacity, scale storage, and add new integrations—all in one streamlined workflow.

Whether you're a growing startup adding new team members, an agency managing multiple client projects, or an operations team scaling up for a busy season, this form gives you the flexibility to modify your subscription without navigating through multiple settings pages or waiting on support tickets.

Built for SaaS operations and finance teams, this template lets users update credit card information securely, adjust the number of licensed seats up or down, select the right storage tier for their needs, and opt into integration add-ons that connect with tools like Slack, Google Drive, Jira, and more. Conditional logic ensures customers only see relevant upgrade options based on their current plan, and real-time price calculations show exactly what they'll be charged before they submit.

With Paperform, you can embed this form directly into your customer portal or billing dashboard, creating a seamless self-service experience that reduces support volume and accelerates revenue recognition. Connect it to Stepper to automatically update your CRM, trigger provisioning workflows, send confirmation emails, and sync changes with your billing platform—turning every update into a fully automated process.

For SaaS companies and subscription businesses that want to empower customers to manage their own accounts while maintaining clean data and smooth operations, this template is the foundation for a professional, conversion-optimised billing experience.