Update Your Contract.
Change Your Plan.
Maintain Control.
SUBSCRIPTION CONFIGURATION
V5 Plan Adjustment
Change users, switch tiers, and calculate prorated impact.
Subscription Change
Step 1 of 4
Ready
1) Contract Dates
Pick the contract start date. Choose whether the end date auto-fills to a 365-day term.
Auto (365-day term)
End date = day before the anniversary (e.g., 08/01 to 07/31).
Manual
You can set the end date manually.
Upgrades apply from the effective date. Downgrades start at renewal.
2) Current Subscription
Choose what is active today.
3) Requested Subscription
Choose what the customer wants next.
Bulk discounts apply automatically based on quantity.
4) Proposal Notes
Clear, customer-facing wording. Copy or email it.
Change type
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Amount due now
$—
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Effective date
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Renewal date
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Summary:
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Email details
Used to prefill the email subject/body
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