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Billing and Subscription ​

The Billing page is where Org Admins review the company's subscription, track how many projects are in use, manage the payment method, view billing history, and change or cancel the plan. Open it from Billing in the top-right profile menu.

INFO

Subscriptions are company-wide. Everyone in your company workspace shares the plan, its project capacity, and a single shared storage pool; there is no per-user token or document metering. Your plan sets how many Open projects your company can have at one time; closing or archiving a project frees a slot immediately. See the current plans, capacities, and pricing on the Billing page's plan comparison.

Free Trial ​

New companies start on a 14-day free trial. During the trial the Billing page shows the account as trialing and displays when the trial expires. When the trial ends, move to a paid plan (or activate an enterprise license) to keep working.

Current Plan ​

The top of the Billing page shows your current subscription: the plan name, status, next billing date, and, during a trial, when the trial expires or that it has ended. When there is a payment issue, the page directs you to update the payment method or contact support.

Projects ​

The Projects panel shows how much of your plan capacity is in use: for example, how many open projects you have out of the maximum allowed at one time, or Unlimited on Enterprise. Use this to decide whether to close or archive completed work, or move to a higher plan.

Available Plans ​

The Available Plans section lets Org Admins compare the plans and start or change a paid subscription through checkout.

All plans include the core platform, such as:

  • AI-powered question extraction and answer generation in the Response Editor
  • Approved Answers and Project Readiness Review
  • Export to Word, PDF, Excel, CSV, and text
  • Chat: private conversational AI grounded in your collections
  • A company Knowledge Base with semantic search
  • Proposal Collateral Studio, Image Generator, and Document Summarizer
  • Bid Search across public SAM.gov contract opportunities

Enterprise License ​

Organizations on Enterprise are managed by an enterprise license key rather than self-serve checkout. In the Enterprise License section an Org Admin can paste a key to Activate or Apply a replacement key. The section shows the license status and the number of seats unlocked by the license. Only Org Admins can add or replace enterprise license keys.

Billing History ​

The Billing History section lists prior invoices with their date, description, amount, and status (paid, failed, pending, void). Where a receipt or hosted invoice is available, the page provides a link to open it.

TIP

Use Billing History when you need invoices or receipts for reimbursement, accounting, procurement, or audit purposes.

Payment Method ​

The Payment Method section shows whether a default payment method is on file and lets you manage or replace it. Keep it current, especially before a renewal, when a card is expiring, or after a failed payment.

Team Members and Seats ​

Adding people to your company workspace is done on the Company Users page. Seat availability depends on your plan or enterprise license; the Billing page's Buy Seats / Manage Billing actions link between the two.

Changing Your Plan ​

The Change Subscription page upgrades or downgrades an active subscription.

  • Upgrades take effect immediately. If a payment method is already on file, a prorated adjustment is applied; otherwise you continue to checkout to start the paid plan.
  • Downgrades take effect at the start of the next billing cycle. Your current plan stays active until then, and your data remains accessible.

Canceling Your Subscription ​

The Cancel Subscription action is available from the Billing or Change Subscription page. Cancellation takes effect at the end of the current billing cycle; access continues until then, and no refund is provided for the current period. You can optionally leave a cancellation reason and feedback.

DANGER

Canceling does not take effect immediately, but it does schedule the end of paid access. Review the effective date before confirming.

Best Practices ​

  • Close or archive completed projects to free capacity instead of upgrading prematurely.
  • Keep the payment method current ahead of renewal.
  • Use Billing History for invoices and receipts rather than screenshots.
  • Limit Billing and Org Admin actions to the people who manage the account.

What to Do Next ​