How do I change my DocuSign plan?


Certain DocuSign account plans allow you to change your plan directly from within your DocuSign account.

You must be a DocuSign Account Administrator to make changes to your plan.
  • If you do not see the option to change plan, you may need to contact your
    • DocuSign Account Administrator
    • DocuSign Account Team
  • If you do not see the plan type that you are looking for, DocuSign has a variety of plans to choose from to fit your needs.


Note: If you have purchased your DocuSign account subscription through iTunes or Google Play please follow the steps outlined in the corresponding article below:


Steps to change plan

  1. Log in as a DocuSign Account Administrator.
  2. Select Settings from the top menu. If Settings is not available, click My Preferences from your profile dropdown.
  3. Under Account, click Plan and Billing.
  4. Once under Plan and Billing, click on Change Plan.
  5. Choose whether to pay monthly or annually and confirm your preferred choice of plan via click on Select Plan.
  6. Follow the remaining prompts.
  7. For additional details, see the Plan and Billing Information Guide.

Note:
To downgrade to another paid plan, please contact customer support.


How do I buy a plan for more than one user?

If you need multiple users:

  1. If you have previously purchased a single-user plan online, you can add users in the product at an additional cost per user after you activate your account.
  2. DocuSign has a variety of plans to choose from to fit your needs.
  3. Please contact our sales team.

How do I add features to my account?

You must be an DocuSign Account Administrator to access and change account feature settings. 

DocuSign has a variety of plans and features to choose from to fit your needs.

If you do not see the feature that you are looking for:

  • Individual - Administrator
  • Individual - User: Contact your DocuSign Account Administrator to request the feature.
  • Enterprise - User: Contact your DocuSign Account Administrator to request the feature.
  • Enterprise - Administrator: Contact your Account Team.


Related


How do I link my individual account to my enterprise account?

To link the accounts, the email address for both accounts must be the same. To learn how to change your email address:

How do I downgrade or close my account?

Rather than closing your account, we generally recommend downgrading accounts to a free version. This will enable you to retain access to your existing completed documents, however, it will limit your ability to send future documents.

Alternatively we can assist you with downgrading to a different paid plan, so that you can retain the ability to send future documents. Please contact customer support for assistance with downgrading to a different paid plan.


If you close your account, we recommend that you download all of your documents, as they will not be accessible after cancellation/closure.


Related


 

Learn More