Help center › Account and billing
Change your plan
Upgrade from Discover to Pro, or from monthly to yearly billing, at once; a smaller plan or monthly billing starts when the paid period ends.
To start a plan, see Subscribe to Discover or Pro. Only the workspace's owner can change the plan.
Upgrade
Open Settings, choose your plan under Plan and usage, and find Billing. You can move up to a higher plan (Discover to Pro) or from monthly to yearly billing.
- Choose "Upgrade to Pro" or "Switch to yearly billing".
- Check the amount due now. It covers the rest of the current period, with the unused part of your current plan taken off, and includes tax where it applies.
- Choose "Upgrade now".
The new plan starts at once. If the payment fails, nothing changes.
For what each plan includes, see Plans and limits.
A recent sign-in and a second factor
Changing the plan needs a sign-in in the last 15 minutes: if Sovrasign asks, sign in again. An owner also needs a passkey or an authenticator app: see Add a second factor.
Downgrade, or switch to monthly billing
Under Billing, choose Switch to a smaller plan or Pay monthly instead. A lower plan or monthly billing starts when this period ends: nothing is charged now and nothing is deleted.
- Choose the plan (for example Switch to Discover) or Switch to monthly billing.
- Read "What changes on" the date: the limits that get smaller, and what becomes read-only, for example templates above the new plan's limit (Choose which stay active picks the ones that stay).
- Choose Confirm the change. You see "Done: ... starts on ... Until then nothing changes."
What stays: every envelope, completed document, template and the audit history. What is above the new plan becomes read-only or pauses, nothing is deleted, and it comes back when you upgrade again.
To stop paying, cancel your plan instead: you keep it until the end of the period you paid for, and the workspace then moves to Free without deleting anything.
Problems
The payment failed (error code payment_failed). Stripe refused the payment, for example a declined card or a bank check that did not complete. The message is Stripe's and says what to do. Your plan did not change. Update your card with "Payment method, billing details and tax ID", then try again.
"This workspace is on that plan and billing already." (error code change_not_available) Choose another plan or billing. The same code says "A move to a lower plan can be scheduled once the subscription is paid up. You can still cancel." while a payment is overdue: pay first (see A payment failed), or cancel.
Error codes
If the app names an error code, it is one of these.
| Code | What it means | What to do |
|---|---|---|
change_not_available | "This workspace is on that plan and billing already.": you chose the plan and billing you already have. While a payment is overdue it says instead "A move to a lower plan can be scheduled once the subscription is paid up. You can still cancel." | Choose another plan or billing. While a payment is overdue: pay first (see A payment failed), or cancel. |
payment_failed | Stripe refused the payment, for example a declined card. Your plan did not change. | Update your card with "Payment method, billing details and tax ID", then try again. |