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Billing / Plans

Understand plan limits, upgrades, invoices, seats, response volume, and enterprise options.

What this guide helps you do

Understand current plan usage, choose the right upgrade path, and keep invoices and payment details ready.

Before you start

  • Check current response volume and seats.
  • Know which advanced features are needed.
  • Have finance or procurement details ready if required.

What you will do

  • Open billing settings
  • Review current usage
  • Compare plan fit
  • Download invoices

You are done when

  • Usage and limits are understood.
  • The plan supports the next campaign.
  • Invoices and payment details are accessible.

Overview

Billing controls plan features, user limits, response volume, advanced analytics, integrations, dedicated instance on your servers, and support level. Choose the plan that matches current usage and governance needs.

When to use this feature

Use this guide when comparing plans, updating payment details, reviewing invoices, adding seats, or preparing an enterprise purchase.

Step-by-step guide

01

Open billing settings

Go to workspace billing or account billing depending on how your organization is configured.

02

Review current usage

Check seats, response volume, active surveys, storage, and advanced feature usage.

03

Compare plan fit

Upgrade when limits block work or when you need advanced analytics, integrations, a dedicated instance on your servers, or higher support.

04

Download invoices

Use billing history for finance, procurement, or reimbursement workflows.

Plan fit

The best plan is the smallest one that supports your required volume, controls, integrations, and support expectations.

Screens / UI explanation

Plan cards summarize limits and included features.

Usage meters help you predict when an upgrade is needed.

Best practices

Review billing before large campaigns.

Match plan choice to response volume and data governance requirements.

Keep finance contacts updated.

Tips

Enterprise teams should document procurement needs before contacting sales.

Check whether yearly billing lowers total cost.

Common issues

A feature is locked.

Check whether the current plan includes it or whether the workspace has reached a limit.

Payment failed.

Update payment details and confirm bank approval for recurring online payments.

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Billing / Plans | Help Center