All plans include: Document Templates, Automated Document Workflow, and Learning Center Resources
* No credit card required for the Free or Trial plans. The Trial plan includes everything in the Free plan + the Dashboard Payment List (a Personal/Pro plan feature). After 30-days the Trial plan converts to a Free plan and the Payment List is disabled.
For plan changes on an existing Personal or Professional account please contact support.
Refund Policy: Pre-paid subscriptions may be refunded at any time upon written customer request to [email protected]. Annual pre-paid subscriptions will be adjusted to reflect monthly billing.
Example: User pre-pays 12 months for Personal plan and requests a refund in month 6...