| The information in this article applies to all customers on DocSend. |
You can subscribe to one of four different DocSend plans, each with varying features and price points listed on our Pricing page. Once you subscribe to DocSend, you can manage your subscription from your Billing page.
| Important: Only the account owner has access to the Billing page. |
Subscribe to DocSend
The Personal, Standard, Advanced, and Advanced Data Room plans can be purchased from the Billing page. For larger teams, reach out to sales@docsend.com to get an Enterprise quote.
| Important: Per our Terms of Service, all DocSend subscriptions are subject to auto-renewal unless explicitly canceled by the account owner. |
New customers
- Go to the Plans page.
- Select Billed monthly or Billed annually according to your billing preference.
- Identify the plan that best fits your needs and click Select Plan.
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Enter payment details.
- Note: If you chose Billed monthly on the previous page, you will have the option to switch to Billed annually.
- Click Add promotion code, paste the code, and click Apply.
- Click Subscribe to finalize.
Existing customers
- Go to the Billing page.
- Select Compare plans.
- Identify the plan that best fits your needs and click Select Plan.
- Select your billing cycle and click Continue to Payment.
- Review your purchase and click Secure Checkout.
- Note: If you have a discount code, click Enter Coupon Code, paste the code, and click Apply.
Subscription changes
Update plan type
You can update your plan type by following the same steps outlined under Subscribe to DocSend. When you change plans, our system will automatically apply a prorated DocSend credit for the remaining time on your previous plan.
| Note: At checkout, you'll see a notice highlighting the number of links with premium features that will be disabled if you downgrade. Learn more about downgrading. |
Add a new payment method
DocSend accepts all major credit cards, including Visa, MasterCard, and Amex. To add or update your card information, follow these steps:
- Go to the Billing page.
- Click Add card. If there’s already a card on file, click Update Payment Information.
- Add your card information and click Update.
Update user seats
As an account owner/admin, you can add or remove user seats on the User Settings page.
Cancel subscription
You can cancel your subscription at any time. Upon canceling, your subscription will remain active through the end of the current billing cycle. At the end of the billing cycle, your account will be switched to DocSend’s free Limited Trial plan.
To cancel your subscription:
- Go to the Billing page.
- Click Cancel plan under the card on file section.
Cancel plan will be removed, and you’ll receive a confirmation email with details about the cancellation.
FAQs
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Which payment methods does DocSend accept?
- DocSend accepts all major credit cards, including Visa, Mastercard, and American Express as a valid form of payment for Personal, Standard, Advanced, and Advanced data rooms plan subscriptions.
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When will I be charged?
- New users are charged after a 7-day grace period; any users deactivated before the grace period ends will not incur additional charges.
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Still need help? See more articles in the DocSend Help Center.