Quick Start Guide

How to Upgrade Your License

Upgrade to a higher tier and pay only the difference. Unlock more features, higher limits, and advanced capabilities.

Upgrade in 3 Steps

1

Go to Billing Settings

Navigate to the product dashboard you want to upgrade:

Dashboard → [Product] → Settings → Billing → Upgrade
2

Select Your New Tier

Choose the tier you want to upgrade to. You'll see:

  • Original tier price
  • New tier price
  • Upgrade cost (difference only)
  • New features you'll unlock
3

Complete Payment

Pay the difference using your preferred payment method. Your account is upgraded instantly.

Instant Access: New features are available immediately after payment.

Upgrade Pricing Examples

You only pay the difference between your current tier and the new tier:

Forms Builder Upgrade

Starter → Pro
You paid: Free | Pro costs: $79
$79
Pro → Business
You paid: $79 | Business costs: $199
$120
Starter → Business
You paid: Free | Business costs: $199
$199

PDF Suite Upgrade

Basic → Pro
You paid: $49 | Pro costs: $149
$100
Pro → Enterprise
You paid: $149 | Enterprise costs: $349
$200

Monitor (Monthly) Upgrade

Basic → Pro
Current: $79/mo | Pro: $149/mo
+$70/mo

*Monthly subscriptions are prorated. If you upgrade mid-month, you pay only for the remaining days.

What Happens When You Upgrade

✓

Instant Feature Access

All features from your new tier are unlocked immediately after payment

✓

Higher Limits

Monthly limits (submissions, emails, API calls, etc.) increase to your new tier's allowance

✓

Keep All Your Data

Your existing forms, documents, links, etc. remain unchanged

✓

No Downtime

Upgrade happens instantly with zero service interruption

✓

Updated Receipt

You'll receive a new invoice showing your upgrade payment

When Should You Upgrade?

📊You're Hitting Limits

If you're consistently reaching your monthly submission, storage, or API limits, it's time to upgrade. Check your usage dashboard.

🚀You Need New Features

Advanced features like conditional logic, webhooks, API access, or priority support are tier-specific. Upgrade to unlock them.

👥Growing Team

Higher tiers include more team members, workspaces, and collaboration features.

🎯Professional Requirements

Features like custom branding, white-label options, SLA guarantees, and dedicated support are available in higher tiers.

Upgrading Monthly Subscriptions

For monthly subscription products (Monitor, Live Chat, HealthBloom):

Prorated Billing

When you upgrade mid-month, you're only charged for the remaining days at the new tier rate.

Example:

Current: Monitor Basic ($79/mo)
Upgrade: Monitor Pro ($149/mo)
Upgrade on: Day 15 of 30
You pay: ($149 - $79) × (15 / 30) = $35 for remaining days
Next month billing: Full $149/mo

Tip: You can upgrade at any time. There's no benefit to waiting until the start of your billing cycle.

Frequently Asked Questions

Can I upgrade multiple tiers at once?

Yes! You can skip tiers. For example, upgrade directly from Starter to Business without going through Pro. You'll pay the full difference.

Can I downgrade to a lower tier?

Lifetime licenses cannot be downgraded since you've already paid. However:

  • You can request a refund within 30 days and repurchase a lower tier
  • Monthly subscriptions can downgrade at the end of the billing period
What payment methods are accepted?

We accept all major credit cards, Apple Pay, Google Pay, PayPal, Klarna, and Afterpay through Stripe's secure checkout.

Do I get a refund if I upgrade then downgrade?

No. Upgrades are treated as new purchases. If you upgrade then request a refund within 30 days, you'll be refunded the upgrade amount only (not the original purchase).

Can I upgrade multiple products at once?

Each product is upgraded separately. However, you can add multiple upgrades to your cart and check out once. Contact us for bulk upgrade discounts.

Is there a discount for upgrading?

The upgrade system itself is the discount - you only pay the difference instead of the full new tier price. Occasionally we offer promotional upgrade discounts (10-20% off).

Not Sure Which Tier to Upgrade To?

Compare features across all tiers to find the perfect fit:

Related Resources