Manage your plan & billing
See the plan you are on, change it, update payment, and download all your files.
What this is for
Your plan lives here. The page opens on the plan you are actually on, so you can see what you pay for, change tier, add user or storage packs, and jump to Stripe to update your card or download invoices. The Your data card at the bottom downloads every job and quote file as one ZIP.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
Your plan
- Status badge — Free trial (ends …) · Subscription active · Suspended
- Where your subscription stands. Suspended means payment failed and the shop is read-only until it is fixed.
- Monthly / Yearly (save …%)
- How you pay. Yearly shows the discount.
- Tier cards — price per month · users included · what is in it
- Each tier lists what it includes: the quoting → jobs → invoicing core, the ReAct assistant allowance, storage. Users included means no per-user fees up to that number. The tier you are on is badged Your plan and selected when the page opens.
- Extra users · Extra storage
- Packs on top of the tier, priced per pack per month. They open on what you already have.
- Add-ons — custom email domain · time keeping
- Paid extras. Adding one shows in the total; Cancel add-on keeps it until the end of the paid period.
- Plan total
- What the plan you have picked costs.
- This is your plan · Change my plan · Subscribe with Stripe
- Greyed out as This is your plan until you change something, then Change my plan. A shop that has never subscribed sees Subscribe with Stripe, which opens checkout on Stripe.
- Manage or cancel · Read the terms
- Manage or cancel opens the Stripe portal to change card, download invoices or cancel. Read the terms opens the subscription terms.
Your data (bottom card)
- Export all files (ZIP)
- Builds a ZIP of your job and quote files, up to 500 MB. It runs in the background; you can leave the page, and Sign OS tries to email you a link back here when it is ready.
- Status · Download ZIP
- Queued, Building ZIP…, Ready or Export failed. Download ZIP appears when it is ready; the download expires after a while, and then you request a new export.
Before you start
- You are signed in as an admin. Staff who have been given the file export permission see only the Your data card.
Step by step
- 1
Go to Settings → Your business → Plan & billing. A badge at the top shows whether you're on a free trial, active or suspended, and your current tier is marked Your plan.
- 2
To change plan, pick a different tier card, toggle Monthly or Yearly, or add extra user or storage packs. Add-ons such as your own email domain or time keeping sit below.
- 3
Press Change my plan (or Subscribe with Stripe if you have never subscribed). Checkout opens on Stripe.
- 4
Once subscribed, click Manage or cancel to open the Stripe portal, where you update your card, download invoices, or cancel. An add-on you cancel keeps running until the end of the paid period.
- 5
To take a copy of your files, scroll to Your data and press Export all files (ZIP). Come back when it says Ready and press Download ZIP.
Tips & gotchas
- The subscribe button stays greyed out on the plan you already have, so you can't pay for the same plan twice by accident.
- The file export used to be on Files & sync. It has moved here.