Simple, transparent pricing
Minimum 1 seat
Full Seat
Light Seat
- Create & Edit Templates
- Launch & Assign
- Track, Approve & Complete
- Reminders & Watching
- Light Role Only
| Estimated Total (10 seats) $2,000 /year
Start Free Trial
| Full Seat $300 /year | Light Seat $100 /year |
|---|---|---|
| Features | ||
| Create & Edit Templates | ||
| Launch & Assign | ||
| Track, Approve & Complete | ||
| Reminders & Watching | ||
| Available Roles | ||
| Administrator Role | ||
| Standard Role | ||
| Light Role | ||
| Add-ons | ||
| Data Feed (Analytics) +$20/seat/year | ||
Is the status quo free?
What busywork costs your company
per week
per year
over 5 years
Frequently Asked Questions
Can you go through our vendor onboarding process?
Yes, we welcome IT security reviews, legal, and compliance checks. We are SOC 2 Type II attested.
What is a seat?
A seat is a license for one person. Full Seats can create templates, Light Seats complete tasks only. Learn about roles.
How does seat-based billing work?
You commit to a number of full and light seats and pre-pay for the term. Buy more anytime (pro-rated), and at renewal your plan trues down to the lowest seat count you held during the period. Billing details.
How do I start paying after my trial?
Start free, then open Settings > Billing and choose your seat commitment. Pay online by card to go live right away. Prefer ACH or wire transfer? Contact us and we will invoice you.
How do I buy more seats mid-term?
Add seats anytime from Settings > Billing. You see the exact pro-rated amount for the rest of your term before you confirm, and the seats activate once payment clears. A declined card changes nothing, so you can try again.
What is the difference between a seat and a guest?
Seats are paid licenses for your team. Guests are free external users who only see assigned tasks. Guest documentation.
Any non-profit discounts?
Yes, contact us to discuss non-profit pricing and eligibility.
Is the Data Feed add-on applied to all seats?
Yes, it applies to all seats. This streams data to your BI platform. Analytics docs.
What happens if I reduce my seat count mid-period?
At renewal, your plan auto-adjusts to your lowest seat count during the period.
Can I cancel my annual plan early?
Annual plans are a 12-month commitment. Fees are non-cancellable and non-refundable for the full term. You can choose not to renew when the term ends. Monthly plans can be cancelled at the end of any billing month. See our Customer Terms for full details.
What is your refund policy?
Fees are non-refundable once the billing period begins. Your access continues until the end of the paid period. There are no partial or pro-rata refunds for unused time. See our Customer Terms.
Can I switch from annual to monthly billing?
Yes, but the switch takes effect at your next renewal date. You cannot switch mid-term because annual plans are a 12-month commitment.
How do credits work?
Credits are prepaid capacity applied before charging your card. They expire after 5 years. Billing details.
Can I negotiate discounts?
Volume and commitment discounts may be available. Schedule a chat to discuss.
Can I pay via manual invoices?
Yes, for large purchases or credit prepayments. A backup card is required for overages.
Can I run multiple companies or entities under one contract?
Yes. Larger organizations can run several linked workspaces under one billing parent, sharing a single seat pool you allocate across entities. We set this up with you. Talk to our team.
What if an invoice is overdue?
For invoiced accounts, an invoice about 30 days past due puts the organization into read-only mode until it is paid. Paying it restores full access automatically, usually within a day.
When does a seat become occupied?
When someone accepts an invite or signs in via SSO. Unoccupied seats remain available.
Can I see all billing history?
Yes, via Settings > Billing in your account. Billing documentation.
Do you accept other currencies?
We accept USD only via credit/debit cards, ACH, or wire transfer.
How do I delete my account?
Administrators can delete via Settings > Billing. Deletion is immediate and permanent.
Is Single Sign On (SSO) free?
Yes, SSO is always free. We support Okta, Azure AD, Google Workspace, and more. SSO setup guide.
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