Plans And Billing I

Article Contents:

• Do you accept invoice payments?
• Cancel My Account
• Deactivate (pause) my account
• Upgrade or Downgrade My Account
• Account Payment Methods
• Payment Terms
• Payment Types
• Refund Policy
• Auto-Upgrade Your Documents Billing and Usage
• Managing Merge Packs
• Formstack Sync Sunset

Do you accept invoice payments?

Yes. Platinum Partner can create annual invoices for Pro plans and higher as necessary. To process your Formstack payment by invoice, please open a billing ticket here .

Cancel My Account

As an Admin user, you may cancel your Formstack account.

Step 1: Log in to admin.formstack.com and select Billing & Usage.

Step 2: Choose Manage Plan from the listed options and select the 3-dotted settings icon located next to your current plan.

Step 3: Click the Cancel Forms/Docs/or Sign plan option and follow the on-screen prompts to complete the cancellation process.
 

Deactivate (pause) my account

The above steps will pause your account and will give you the ability to reactivate it at a later date.

This article covers how to cancel your account if you're an admin and have access to admin.formstack.com. If you're looking for more information on cancelling your Forms for Salesforce plan, please check out this article .

Upgrade or Downgrade My Account

Note: If you created your account on or after January 11, 2022, you may see a different billing experience. Please review the Unified Billing FAQ for more information.

You can change your account plan at any time effective at your next monthly or annual renewal date.

To do so, log into your account as a User with Admin rights, click on the My Profile icon, and select 'Billing' from the list of options presented. Once you are in the Admin panel, click 'Billing & Usage' located on the left side of the screen, and then click 'Manage Plan' as detailed below.

After selecting the manage plan option, you'll be given a list of the available plan options for your account, including the features that come with each and the pricing for that Plan. You can click the Upgrade/Downgrade Plan button below the Plan you'd like to be moved onto for next steps. 

It's important to note that when you downgrade your account, it will take effect at your next monthly/annual renewal date. Since this will be effective upon your renewal date, there will be no proration credits. At your next renewal date, you will see the new plan and pricing take effect.

When you upgrade your account, you will be moved onto the new plan immediately and will be issued a prorated invoice for the remainder of your current monthly/annual service term at your new plan rate. At your next renewal date you will see the full pricing for the new plan take effect.

Account Payment Methods

Payment Terms

Formstack offers monthly and annual plans. You may connect to our Billing team for more details here.

Payment Types

We accepts MasterCard, Visa, and American Express credit card payments. 
 

Invoicing

If you would like to be invoiced or would like to pay by check, you may reach out to our Billing team for further assistance click here. Certain restrictions will apply if you do not pay via credit card through the standard billing system.
 

Refund Policy

Refunds can be requested by contacting Platinum Partner Billing team if you decide to cancel your account. 

Auto-Upgrade Your Documents Billing and Usage

What Is It?

When the Auto-Upgrade setting in the Billing & Usage section of your Formstack Admin panel is turned on, your usage will be automatically upgraded via a merge pack subscription if and when you hit your merge limit before your reset date. This way, you can avoid delivery interruptions.

When To Do This

Turn this setting on at any point. You can do it when you’re creating and configuring your account for the first time or later on when it makes the most sense to you.

How To Do It

To turn on this setting, from the Formstack admin panel and navigate to the Billing & Usage section and turn on the toggle next to Auto-Upgrade:

You will be prompted to activate Auto-Upgrade. Click Yes, enable Auto-Upgrade to confirm.

You are all set!

Once you hit your merge limit, a merge pack subscription will be added to your account. You will be able to see how many packs you have and your progress through your additional limit also in the Billing & Usage page:

You can turn off Auto-Upgrade by switching the toggle off.

Managing Merge Packs

If you no longer need the additional usage, you can remove individual merge packs (or all of your merge packs) from the Manage Plan page.

Select how many merge packs you’d like to keep and click Update.

Formstack Sync Sunset

Formstack Sync, formerly known as Bedrock Data, was sunset on April 1st, 2022, and is no longer available for new users to sign up. If you are looking for a tool for data management and software integration needs, see the information below about SyncSmart. Formstack still offers data collection, document generation, and eSignature tools.

Important previous dates for the sunset process

As of April 1st, 2022, users are no longer able to use Formstack Sync. As a result, the following was terminated effective as of March 31, 2022:

1. All active Formstack Sync subscriptions.
2. All Formstack Sync data synchronizations.
3. Access to the Formstack Sync service.

Potential alternate solutions

Formstack has a partnership with SyncSmart which can provide you with an alternative syncing solution. SyncSmart has an experienced team of integration experts and they offer a great solution for HubSpot syncs with ConnectWise, NetSuite, Dynamics, and more. If you have any questions for the SyncSmart team, you can reach out to Rob Bowles.

Alternatively, HubSpot, Salesforce, and others have built-in solutions for synchronization with additional systems. We recommend reaching out to your CRM provider for additional options.