Managing Your Subscription

Users with administrative privileges can manage the subscription for their entire DocEndorse account. This includes changing the subscription plan and increasing or decreasing the number of seats.

Changing Your Subscription

To change your subscription from the DocEndorse platform:

1. Log in to your DocEndorse account.
2. Expand the Settings menu.
3. Select General.
4. Make sure the Admin tab is selected.
5. Scroll down to the Subscription Settings panel.
6. Click Change Plan.
7. Select the new plan and/or adjust the number of seats.
8. Review the changes and confirm your new subscription.

You can upgrade or downgrade your plan and increase or decrease the number of seats at any time.

The changes take effect immediately. Any resulting billing adjustments will be reflected on your next bill. Before you confirm the change, the Subscription Settings panel will show the expected impact of the change so you can review it before proceeding.

Managing Your Subscription with the AI Agent

Administrators can also ask the DocEndorse AI agent to help manage the account subscription.

For example, you can ask:

“I want to upgrade our subscription.”

or:

“Increase our account to 25 seats.”

The AI agent will guide you through the available options and help you make the requested changes.

Important: An active payment method must be associated with your DocEndorse account before subscription changes can be completed through the AI agent. If there is no active payment method on file, you will need to add or update your payment method before proceeding.

Only users with the appropriate administrative privileges can make subscription changes.