How do I upgrade or change my DocuSign plan?

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

You must be an account administrator to make changes to your plan.

  • If you do not see the option to upgrade, you may need to contact
    • your account administrator
    • your DocuSign account manager
    • submit a support case
  • If you do not see the plan type that you are looking for please submit a support case.

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


New DocuSign Experience

  1. Log in as the DocuSign administrator.
  2. Click the Profile image, then click Go to Admin. If Go to Admin is not available, click My Preferences.
  3. Under Account, click Billing and Usage.
  4. Once under Billing and Usage, you should have the option to upgrade.
  5. For additional details, see the Billing and Usage Information Guide.

Classic DocuSign Experience

  1. Log in as the DocuSign administrator.
  2. Click the Profile image, then click Preferences.
  3. Under Account Administration, click Billing.
  4. Once under Billing, you should have the option to upgrade.
  5. For additional details, see Billing - Classic DocuSign Experience.

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

If you need multiple users, please contact our sales team. 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.


How do I add features to my account?

You must be an administrator to access and change account feature settings.

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

  • Individual - Administrator: Submit a support case.
  • Individual - User: Contact your DocuSign account administrator to request the feature.
  • Enterprise - Administrator: Contact your account manager.
  • Enterprise - User: Contact your DocuSign account administrator to request the feature.

Related


How do I merge my individual account into an enterprise account?

  • Individual - Administrator: Contact the DocuSign account administrator of the enterprise account to request an account merge.
  • Enterprise - Administrator: Submit a support case.
Note
  • If you merge your individual account into an enterprise account, your documents will be transferred to the enterprise account.
  • If you ever decide to close your membership on the enterprise account, you could lose access to these documents. Before closing a membership on an enterprise account, you should download all completed documents.
  • As an alternative to merging into an enterprise account, you might consider linking your individual and enterprise accounts. 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 my account to free or close?

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.

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

Related


Want to learn more?

Want to learn more?