Upgrading Your Plan

Upgrading your SignNXT subscription is quick and easy. Whether you're moving from Trial to paid, or from Starter to Professional, the process is seamless with no downtime.

Before You Upgrade

Check Your Current Plan

Before upgrading, verify your current subscription:

1. Go to Settings (click your profile icon)
2. Click the Billing tab
3. See your current plan at the top

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Choose Your New Plan

Decide which plan fits your needs:

Upgrade to Starter if:

• You're on Trial and have 5 or fewer users
• You only need basic document signing
• You want the most affordable option

Upgrade to Professional if:

• You need templates or campaigns
• You have more than 5 users
• You want all features and unlimited users

See Understanding Plans for detailed comparison.

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Choose Billing Cycle

Decide between monthly and annual billing:

Monthly Billing:

• Pay month-to-month
• More flexibility
• No long-term commitment

Annual Billing (Recommended):

• Save 20% on all plans
• One payment per year
• Budget predictability

Savings:

• Starter: $10/mo → $8/mo (annual)
• Professional: $20/mo → $16/mo (annual)

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Upgrading from Trial

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Upgrading from Starter to Professional

If you're already on a paid plan and want to upgrade:

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Understanding Prorated Charges

When you upgrade mid-cycle, you're charged a prorated amount.

How Proration Works

Example: Upgrading from Starter to Professional

Scenario:

• Current plan: Starter Monthly ($10/user)
• New plan: Professional Monthly ($20/user)
• 1 user
• 15 days remaining in billing cycle

Calculation:

1. Unused Starter credit: $10 × (15/30) = $5.00
2. Professional cost for 15 days: $20 × (15/30) = $10.00
3. Prorated charge: $10.00 - $5.00 = $5.00

You pay $5.00 now, then $20/month on your next billing date.

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Proration Examples

Example 1: Upgrade with 1 week left

• Old plan: Starter ($10/user/month)
• New plan: Professional ($20/user/month)
• Time remaining: 7 days
• Prorated charge: ~$2.33

Example 2: Upgrade on renewal date

• Old plan: Starter ($10/user/month)
• New plan: Professional ($20/user/month)
• Time remaining: 0 days
• Prorated charge: $0 (pay full $20 for new month)

Example 3: Upgrade with 3 weeks left

• Old plan: Starter ($10/user/month)
• New plan: Professional ($20/user/month)
• Time remaining: 21 days
• Prorated charge: ~$7.00

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Payment Methods

Accepted Cards

SignNXT accepts all major credit and debit cards:

• ✅ Visa
• ✅ Mastercard
• ✅ American Express
• ✅ Discover
• ✅ Diners Club
• ✅ JCB

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Card Security

Your payment information is secure:

• ✅ Processed by Stripe (PCI-compliant)
• ✅ Encrypted transmission
• ✅ Never stored on SignNXT servers
• ✅ Secure 3D authentication when required
• ✅ Fraud detection

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Updating Payment Method

After upgrading, you can update your card:

1. Go to Settings > Billing
2. Scroll to Payment Methods
3. Click Add Payment Method
4. Enter new card details
5. Set as default (optional)

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After Upgrading

What Happens Immediately

When your upgrade completes:

✅ Instant Access:

• New features unlocked immediately
• No waiting period
• No downtime

✅ Billing Updated:

• New plan active
• Next billing date set
• Invoice generated

✅ Team Notified:

• Workspace Owner receives confirmation email
• Invoice sent to billing email

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Accessing New Features

After upgrading to Professional:

Templates:

• Go to Templates in main navigation
• Click New Template to create your first template

Campaigns:

• Go to Campaigns in main navigation
• Click New Campaign to send bulk documents

Reminders & Expiry:

• Available when creating/sending documents
• Configure in document send settings

Certificate of Completion:

• Automatically generated for completed documents
• Enable sharing in document settings

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Billing Cycle

Your billing cycle depends on when you upgraded:

Upgraded from Trial:

• Billing starts on upgrade date
• Renews monthly or annually from that date

Upgraded from Starter:

• Prorated charge applied immediately
• Next full charge on original renewal date
• Billing cycle unchanged

Example:

• Original renewal: 15th of each month
• Upgrade: 5th of month
• Prorated charge: 5th (for remaining days)
• Next full charge: 15th (as usual)

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Troubleshooting

"I don't see the Billing tab"

Only Workspace Owners can access billing.

Solution:

• Check your role in Profile settings
• If you're an Admin or Member, contact your Owner
• Ask the Owner to upgrade the plan

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"My payment was declined"

Common reasons for declined payments:

1. Insufficient funds - Check your balance
2. Expired card - Update card details
3. Incorrect details - Verify card number, expiry, CVC
4. Bank block - Contact your bank
5. International card - Some banks block international charges

Solution:

1. Verify card details are correct
2. Try a different card
3. Contact your bank to authorize the charge
4. Contact SignNXT support if issue persists

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"I was charged but didn't get upgraded"

If payment succeeded but plan didn't upgrade:

Solution:

1. Wait 2-3 minutes (processing time)
2. Refresh the page (F5 or Ctrl+R)
3. Log out and back in
4. Check billing history for the charge
5. Contact support with invoice number

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"I want to upgrade but can't afford it"

If budget is a concern:

Options:

1. Start with Starter - More affordable at $10/user/month
2. Annual billing - Save 20% with upfront payment
3. Reduce seats - Start with fewer users, add more later
4. Contact sales - Discuss custom pricing for larger teams

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"Can I upgrade just for one month?"

No, subscriptions are ongoing until canceled. However:

• Monthly billing gives you flexibility
• Cancel anytime (no long-term commitment)
• Downgrade to Starter if Professional is too expensive

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"What if I upgrade by mistake?"

If you accidentally upgraded:

Within 24 hours:

• Contact support immediately
• May be eligible for refund
• Depends on usage

After 24 hours:

• No refunds for partial periods
• Can downgrade (takes effect at period end)
• Can cancel subscription

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Best Practices

Upgrade Before Trial Ends

Don't wait until the last day:

✅ Upgrade 2-3 days before expiry:

• Avoid any service interruption
• Time to resolve payment issues
• Smooth transition

❌ Don't wait until expiry:

• Risk of access loss
• Payment issues cause delays
• Team productivity affected

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Choose Annual Billing

If you're committed to SignNXT:

✅ Annual billing benefits:

• Save 20% on all plans
• One payment per year
• Budget predictability
• Less admin overhead

ROI Example:

• 10 users on Professional Monthly: $2,400/year
• 10 users on Professional Annual: $1,920/year
• Savings: $480/year

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Start with Right Plan

Choose the plan that fits your needs:

✅ Don't under-buy:

• Starter limits you to 5 users
• Missing features may slow you down
• Upgrading later costs more (prorated)

✅ Don't over-buy:

• Start with what you need now
• Upgrade when you need more features
• Easy to upgrade anytime

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