How to manage your DocSend subscription

Overview

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.

Table of contents

• Subscribe to DocSend
• Subscription changes
  • Update plan type
  • Add a new payment method
  • Update user seats
• Cancel subscription
• Things to consider

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

1. Go to the Plans page.
   
2. Select Billed monthly or Billed annually according to your billing preference.
   
3. Identify the plan that best fits your needs and click Select Plan.
   
4. Enter payment details.
   • Note: If you chose Billed monthly on the previous page, you will have the option to switch to Billed annually.
     
5. Click Add promotion code, paste the code, and click Apply.
   
6. Click Subscribe to finalize.

Existing customers

1. Go to the Billing page.
2. Select Compare plans.
3. Identify the plan that best fits your needs and click Select Plan.
4. Select your billing cycle and click Continue to Payment.
5. 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.

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:

1. Go to the Billing page.
2. Click Add card. If there’s already a card on file, click Update Payment Information.
3. 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. For more information on pricing for additional users, please see our Pricing 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.

To cancel your subscription:

1. Go to the Billing page.
2. Click Cancel Plan under the card on file section.

The Cancel Plan button will be removed, and you’ll receive a confirmation email with details about the cancellation.

Things to consider

• New users are charged after a 7-day grace period; any users deactivated before the grace period ends will not incur additional charges. 
• When you remove a user seat, you will receive an automatic prorated DocSend credit for the remaining time left on the user seat; all credits will be itemized and visible on the Billing page. 
• The Salesforce integration is priced at $20/seat/month and applies to all active users.

Related reading

• Billing Page Explained
• User Management
• What payment methods does DocSend accept?

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Still need help? See more articles in the DocSend Help Center.