Unified Billing FAQ

With Formstack's unified billing, easily trial, purchase, update, and manage your billing plans. Here's how!

Article Contents:

• Trialing
• Purchasing
• Making changes to my Formstack plan
• Canceling my Formstack Plan
• Managing my Formstack Billing

Trialing

I’m new to Formstack. How do I start a trial of Forms, Docs, Sign, or the Platform? 

Click here to choose which app you want to start a trial of.

I already have a Formstack account. How do I start a trial of Forms, Docs, or Sign?

New trials for existing Formstack accounts can be started from the Admin Panel’s Your Apps page. Select the Start Trial button for any of the products that are currently not being trialed to begin a free 14-day trial of the selected app.

Can I purchase a Formstack app without trialing it first?

Yes! Contact Formstack Sales to get started.

I need more time to test my Formstack app. How do I extend my trial?

Contact your sales representative or our Support team to review and extend your trial.

I’m interested in testing out a Forms add-on. Can I try them before I buy?

Yes, you can trial any Forms add-on prior to purchasing. From the Manage Plan section in Billing, scroll down to view the available add-ons and select Request add-on.

Purchasing

Where do I go to purchase my Formstack app(s)?

Formstack Admins can purchase plans in the Admin Panel from the Billing and Plan Overview page. From here, select Purchase Plan. Then click Purchase this Plan. Fill out your credit card payment information and click Buy Now to complete the transaction.  

I’m currently trialing multiple Formstack apps, but I only want to purchase one of them right now. Is that possible?

Yes; when you go to purchase the plan, select the wanted app(s) and then click the Purchase this Plan button. Any apps you don’t purchase will stay in trial mode.

Can I purchase a Forms add-on without trialing it first?

Yes, navigate to the Billing > Manage Plan section of the Formstack ID (FSID) administrative panel. Scroll down to view the available add-ons and select Request add-on.

How can I pay for my Formstack subscription?

You can pay for your Formstack subscription using a credit card. Additional payment methods are available for those paying annually. Contact our Billing team for assistance.

Can I pay for my Formstack subscription a year at a time instead of month-to-month?

Yes. If you’re purchasing for the first time and want to pay annually, switch the toggle at the top of the Manage Your Plan page to Annually.

If you have purchased a plan at the Monthly rate and want to switch to Annual billing, click the Switch to Annual button at the top of the Manage Your Plan page.

If I’m paying annually for my Formstack subscription, how do I switch back to paying monthly?

Please contact our Billing team to move from annual to monthly billing.

Making changes to my Formstack plan

Can I change my Formstack app plan level at any time?

Yes*. You can do so from the Manage Your Plan page. You will be charged a prorated amount for an upgrade to your plan and a prorated credit will be added to your account for any downgrade.

*Some special billing setups will require you to contact a Formstack sales rep or customer success manager to make billing changes. 

How do I add more users or usage to my Formstack plan?

From the Billing & Plan Overview page, select Manage Your Plan. Click Add Additional Usage, then select the number of users or usage (i.e. forms, merges, etc) you would like to add to the respective app (Forms, Docs, or Sign). Once reviewed, click Buy Now to complete your purchase.

Once purchased, you can manage your users within the Manage Users tab and easily add people in bulk or individually while selecting the role and app access quickly.

See how to add users and manage their roles.

Why am I not able to make changes to my account billing?

If you are able to view the Billing page but aren’t able to make self-service changes to your account’s billing, you’re most likely paying manually via ACH or check or in a contract that does not allow self-service billing. Contact the Billing Team, your Account Manager, or your Customer Success Manager to make changes to your account.

If you aren’t able to view the Billing page from the Admin Panel, then you are a basic platform user who does not have the ability to manage billing. If you should have this access, please contact your account admin for assistance.

Can I remove user seats and app usage from my account?

No. It’s not possible to remove user seats or app usage at this time. Please contact our Billing Team for assistance.

Canceling my Formstack Plan

How do I cancel a Formstack app on my account?

From the Billing page in your Admin Panel, click the Manage Plan button. On the next page, find the app you want to cancel and click the three-dot icon in the section header. Select the Cancel option and confirm you want to go through with the cancellation.

When does the cancellation go into effect and what happens after cancelation?

If you cancel your Forms or Documents plans, you will be downgraded to a Free plan on your next renewal date. 

If you cancel your Sign plan, you will lose access to your account on your next renewal date.

Can I cancel one Formstack app and continue to pay for others?

Yes. It is possible to cancel one app at a time. Follow the instructions in the How do I cancel a Formstack app on my account? section above for just the app you’d like to cancel and leave the others.

Managing my Formstack Billing

Can I change my account’s billing contact?

Yes. Navigate to Billing & Plan Overview and locate the Billing Information section. In the Billing Information section within your Admin Panel’s billing page. Here, select Edit next to the Key Contacts. Once you finish editing the billing contact information in the modal, save the changes to update.

NOTE: This does not update your credit card information on file. Click the Edit Billing Info button to make changes to your payment method.

See how to change your account's billing contact. 

Can I update who receives billing invoices for Formstack-related purchases?

Yes. In the Billing Information section at the top of the Billing page in your Admin Panel, find the Key Contacts. Select the Edit button next to Invoice Recipients. Here, edit the existing email addresses or add additional invoice recipients to the table on the next page.

Can I update the credit card used to pay for Formstack?

Yes. At the top of the Billing page in your Admin Panel, click the Edit Billing Info button. On the following page, enter your new credit card information.

How is billing changing for Formstack Sign?