Question 1

Is there a free trial?

Accepted Answer

Yes — 30 days free on every plan, no credit card. After the trial you pay a flat monthly base plus any seats beyond those included.

Question 2

What if I cancel during the trial?

Accepted Answer

Nothing is charged — not the monthly, not the setup. The one-time setup is billed only when your trial converts to a paid plan.

Question 3

How does per-seat pricing work?

Accepted Answer

Each plan includes a set number of users in the base price. Every additional user is billed at that plan's flat monthly per-seat rate.

Question 4

What is the one-time setup?

Accepted Answer

A launch fee covering data import, template setup and training. Billed once — only when your trial converts to a paid plan (cancel during the trial and you never pay it).

Question 5

What's the difference between plans?

Accepted Answer

Modules, not infrastructure. Starter includes one core module (CPQ, ROI or Contracts). Team includes all three plus teams (multi-user). Dedicated adds priority support and an SLA.

Question 6

Is every instance isolated?

Accepted Answer

Yes — on EVERY plan. Every workspace (Starter included) runs on its own isolated instance with a separate database; you can take full ownership of your data at any time.

Question 7

Can I change plans later?

Accepted Answer

Yes — upgrade or downgrade anytime; changes apply from the next cycle.

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