Subaccount Plans

Subaccount Plans

Overview

As an agency, you create your own plans to offer to subaccounts. Each plan defines features, usage limits, and pricing. Go to Subaccount Revenue > Plans to manage them.

Plan Settings

• Name — display name (e.g., "Starter", "Professional")
• Monthly Price — the base monthly price
• Yearly Price — either set explicitly or auto-calculated from the monthly price and annual discount percentage
• Annual Discount — percentage discount for annual billing (e.g., 20% means yearly = monthly × 12 × 0.8)
• Trial Days — number of free trial days before billing starts (default: 0)

Feature Toggle

Select which features each plan includes. Available features mirror the platform-level features, but are limited to what your agency plan allows. For example, if your agency plan does not include "Automations", you cannot offer automations in any subaccount plan.

Usage Limits

Optionally set limits per plan:

• Max Contacts — maximum number of contacts
• Max Documents/Month — maximum documents created per month
• Max Forms — maximum number of forms
• Max Automations — maximum number of automations
• Max Custom Entities — maximum entity types
• Max Users — maximum team members
• Max Storage (GB) — maximum file storage

Set to null (empty) for unlimited. When a subaccount reaches a limit, they are prevented from creating more of that resource.

Plan Visibility

• Active — the plan is available for new subscriptions
• Hidden — the plan exists but is not shown on the pricing page. Only an agency admin can assign a hidden plan to a subaccount.
• Default — new subaccounts are automatically assigned this plan