How to manage your Dropbox DocSend subscription

You can subscribe to one of four different DocSend plans, each with varying features and price points listed on our Pricing page. Once you subscribe to DocSend, you can manage your subscription from your Billing page.

Subscribe to DocSend

The Personal, Standard, Advanced, and Advanced Data Room plans can be purchased from the Billing page. For larger teams, reach out to sales@docsend.com to get an Enterprise quote.

New customers

1. Log in to docsend.com.
2. Click Upgrade in the top bar.
3. Select Billed monthly or Billed annually according to your billing preference.
4. Identify the plan that best fits your needs and click Select Plan.
5. Enter payment details.
   • Note: If you chose Billed monthly on the previous page, you will have the option to switch to Billed annually.
6. Click Add promotion code, paste the code, and click Apply.
7. Click Subscribe to finalize.

Existing customers

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the top-right corner.
3. Click Billing.
4. Select Compare plans.
5. Identify the plan that best fits your needs and click Select Plan.
6. Select your billing cycle and click Continue to Payment.
7. Review your purchase and click Secure Checkout.
   • Note: If you have a discount code, click Enter Coupon Code, paste the code, and click Apply.

Subscription changes

Update plan type

You can update your plan type by following the same steps outlined under Subscribe to DocSend. When you change plans, our system will automatically apply a prorated DocSend credit for the remaining time on your previous plan.

Add a new payment method

DocSend accepts all major credit cards, including Visa, MasterCard, and Amex. To add or update your card information, follow these steps:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the top-right corner.
3. Click Billing.
4. Click Add card. If there’s already a card on file, click Update Payment Information.
5. Add your card information and click Update.

Update user seats

As an account owner/admin, you can add or remove user seats on the User Settings page. 

Cancel subscription

You can cancel your subscription at any time. Upon canceling, your subscription will remain active through the end of the current billing cycle. At the end of the billing cycle, your account will be switched to DocSend’s free Limited Trial plan.

To cancel your subscription:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the top-right corner.
3. Click Billing.
4. Click Cancel plan under the card on file section.

Cancel plan will be removed, and you’ll receive a confirmation email with details about the cancellation.

Renew subscription after canceling

If you’ve canceled your subscription but are still within your current billing period, you can undo the cancellation and continue your plan without interruption.

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the top-right corner.
3. Click Billing.
4. Click Undo cancelation.

A confirmation message will appear once your subscription has been renewed. 

Reactivate subscription

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the top-right corner.
3. Click Billing.
4. Click Reactivate Plan.
5. Enter and confirm payment details. 
6. Click Subscribe.

Your selected method of payment will be charged for your subscription and your plan will be active.