TallySignSupport

Billing

Your plan and free trial, paying by card, changing seats, invoices, and what happens when a subscription ends.

4 sections · 5 screenshots

Billing is in Settings → Billing. Everyone can see the plan; owners and admins can change it. Every plan has unlimited documents, templates, signers and automations.

On this page

The free trial and choosing a plan

A new company gets a 7-day free trial, with no card needed. The bar at the top of the app shows the days left, with Choose a plan.

  1. Open Settings → Billing.
  2. Pick a plan: Tally Sign ($20 per user a month) or Tally Sign for Salesforce ($200 a month for every 5 users). Connecting Salesforce needs the Salesforce plan.
  3. Under Users, set how many people send documents with − and +. It starts at the number of people who have a seat now, and can't go lower. On the Salesforce plan it moves in blocks of five.
  4. Check the monthly price and choose Continue to payment.
  5. Stripe's secure checkout page opens. Enter your card and billing details (and a promotion code if you have one), then confirm.
Settings → Billing during the trial: the trial end date, the two plans, 3 users and $60 a month with Continue to payment
Choosing a plan during the free trial.

You come back to Settings → Billing, which says You're subscribed. If you choose a plan during the trial, you aren't charged until the trial ends: the first charge date is shown before you pay.

Settings → Billing after subscribing: Tally Sign, $60 a month for 3 seats, first charge October 5, and Visa ending in 4242
Your plan, seats, next charge and card.

Change seats or plan

  1. In Settings → Billing, change the number of seats with − and +, or pick the other plan.
  2. A bar shows the new monthly price.
  3. Choose Update seats (or Switch to the other plan). Cancel leaves everything as it was.
Changing from 3 to 5 seats: New price $100 a month, with Cancel and Update seats
More seats are charged now for the rest of the month.
  • More seats: the difference for the rest of the billing period is charged to your card straight away. If the card is declined, nothing changes.
  • Fewer seats: the unused difference is credited to your next invoice.
  • You can't go below the number of people with a seat. Seats given up in the last 7 days still count until they free up; the message says when. Remove people in Settings → Team or Settings → Seats first.
  • While Salesforce is connected, you can't switch to the per-user plan. Disconnect Salesforce first, or keep Tally Sign for Salesforce.

Card, billing details and invoices

  1. In Settings → Billing, go to Payment and invoices. It shows the card on file.
  2. Choose Manage billing. Stripe's billing page opens.
  3. Update your card under Payment method, your name, email, address or tax ID under Billing information, or open and download invoices under Invoice history.
  4. Choose Return to Tally to come back.
Stripe's billing page: current subscription, payment method Visa 4242, billing information and invoice history
Stripe's billing page, opened from Manage billing.

Cancel, or when a subscription ends

  1. In Settings → Billing, choose Manage billing.
  2. Choose Cancel subscription and confirm. Stripe asks for an optional reason.
  3. Back in Settings → Billing, the plan shows Ends and the date.
The current subscription on Stripe's billing page with the Cancel subscription button
Cancelling takes effect at the end of the billing period.

Everything keeps working until the end of the period you've paid for. After that:

  • For 14 days after a subscription ends or a payment fails, everything still works. Settings → Billing says when, and the owner is emailed. A failed payment shows Payment failed: update the card under Payment and invoices.
  • Then the account is paused. So is a free trial that ends without a plan. While paused, nobody can send documents and the assistant is off. Everyone can still sign in, read documents and download signed PDFs, and documents already sent can still be signed.
  • To pick up where you left off, open Settings → Billing and choose a plan.
  • If an account stays paused for 6 months, the company and all its documents are deleted. The owner is emailed 30 days and 7 days before. Download anything you need first.

The details are in the Terms of Service and section 13 of the Data Processing Addendum.

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