How to Manage Your QuickEstimate Subscription

Your Plan, Your Way — Change It Whenever You Need

As your business grows, your QuickEstimate plan should grow with it. Whether you're ready to unlock more features, scaling back during a quiet period, or switching between monthly and annual billing, managing your subscription is straightforward and takes less than a minute.

This guide walks you through everything — viewing your current plan, understanding what's in each tier, upgrading or downgrading, and how billing is handled when you make a change mid-cycle.

How to Manage Your Subscription

Follow the steps below to view, change, or switch your QuickEstimate plan from within your account settings.

Go to Your Subscription Settings

All subscription management options live in one place — your Account Settings. Here's how to get there.

Log in to your QuickEstimate account
Click your profile icon or name in the top-right corner
Select Account Settings from the dropdown menu
Navigate to the Subscription tab in the left-hand sidebar

💡 You'll see your current plan, next billing date, and all available plan options on this page.

Review Your Current Plan and What's Included

Before making any changes, it's worth reviewing what your current plan includes and how it compares to other tiers.

Your active plan is highlighted at the top of the Subscription page
A side-by-side comparison of all plans is shown below — including estimate limits, team seats, and feature access
Features only available on higher tiers are marked clearly so you know exactly what you'd unlock
Both monthly and annual pricing is displayed — annual billing saves you up to 20%

💡 Hover over any feature name in the comparison table for a short description of what it does and when you'd use it.

Not sure which plan is right for you? Our pricing page has a full breakdown, or you can chat with our team and we'll help you find the best fit.

Upgrade Your Plan

Upgrading gives you instant access to additional features, higher estimate limits, and more team seats — effective immediately.

Click Upgrade next to the plan you'd like to move to
Review the plan summary and confirm your billing details
Click Confirm Upgrade — your new plan activates instantly
You are charged a prorated amount for the remainder of your current billing cycle
From your next billing date, the full new plan price applies

✅ Upgraded features are available immediately — no waiting, no restart required. You'll see the new limits reflected in your account right away.

Proration is calculated automatically. For example, if you're halfway through a monthly cycle and upgrade, you'll only be charged for the remaining half of the month at the new plan rate.

Downgrade Your Plan

If you need to scale back, you can downgrade your plan at any time. Downgrades take effect at the end of your current billing period.

Click Downgrade next to the plan you'd like to switch to
Review any features or limits you'll lose access to — these are listed clearly before you confirm
Click Confirm Downgrade to schedule the change
Your current plan and features remain active until the end of your billing cycle
On your next billing date, the lower plan takes effect and you're charged the new rate

💡 If your current usage exceeds the limits of the lower plan (e.g. more estimates or team members than allowed), you'll be prompted to reduce usage before the downgrade takes effect.

You won't be charged a penalty for downgrading. You simply won't receive a refund for unused time on your current plan — your access continues until the end of the paid period.

Switch Between Monthly and Annual Billing

You can switch from monthly to annual billing (or vice versa) at any time. Annual billing is billed as a single upfront payment and saves you up to 20%.

On the Subscription page, toggle between Monthly and Annual at the top of the plan comparison
Select your preferred plan under the billing cycle you want
Switching to annual mid-cycle charges a prorated amount for the annual term, minus what you've already paid
Switching from annual to monthly takes effect when your current annual term expires — no refunds are issued for unused months

💡 Annual billing is ideal if QuickEstimate is a core part of your workflow — you get the same plan for roughly two months free compared to paying monthly.

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What Happens to Your Data When You Change Plans?

Your data is always safe regardless of plan changes. Here's what to expect:

Upgrading: all existing data is preserved and new limits apply immediately
Downgrading: all data is preserved; you simply lose access to premium features at the end of the billing cycle
If you exceed the limits of a downgraded plan, existing data remains intact — you just can't create new items beyond the limit until you reduce usage or upgrade again
Switching billing cycles: no impact on data whatsoever

We will never delete your estimates, clients, or proposals as a result of a plan change.

Tips for Choosing the Right Plan

Not sure which plan fits your business best? Here are a few things to consider when deciding.

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Check Your Monthly Estimate Volume

Look at how many estimates you're creating each month. If you're regularly hitting your plan's limit, it's a good sign you'd benefit from upgrading.

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Factor in Team Size

Each plan includes a set number of team seats. If you're bringing on staff or subcontractors who need access, make sure your plan covers enough seats.

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Go Annual If You're Staying Long-Term

If QuickEstimate is already part of your daily workflow, switching to annual billing saves you around two months of cost over the year.

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You Can Always Change Your Mind

There's no lock-in. You can upgrade, downgrade, or switch billing cycles at any time — so start on a lower plan and scale up as you grow.

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Try Features Before Committing

Some higher-tier features are available on a free trial basis. Look for "Try free for 14 days" labels on the plan comparison page before upgrading.

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Talk to Us If You're Unsure

Our team is happy to review your usage and recommend the most cost-effective plan for your business. There's no pressure — just honest advice.

Frequently Asked Questions

When does my plan change take effect?

Upgrades take effect immediately — you get access to new features and higher limits right away. Downgrades are scheduled for the end of your current billing cycle, so you continue to enjoy your current plan until then.

Will I be charged immediately if I upgrade?

Yes. When you upgrade, you're charged a prorated amount for the remainder of your current billing period at the new plan rate. From your next billing date, the full new plan price applies as normal.

Can I get a refund if I downgrade or cancel?

QuickEstimate does not offer refunds for unused time on your current plan when downgrading. However, your access continues until the end of the paid period. If you believe you've been charged in error, please contact our support team and we'll review it promptly.

What happens if I go over my plan's estimate limit?

If you reach your monthly estimate limit, you'll be notified and prompted to upgrade. You won't lose access to existing estimates — you'll simply be unable to create new ones until your limit resets at the start of your next billing cycle or you move to a higher plan.

Can I have multiple subscriptions or accounts?

Each QuickEstimate account operates on a single subscription. If you manage multiple businesses and need separate accounts, each account requires its own subscription. Contact our team to discuss multi-account pricing options.

How do I view my billing history and past invoices?

All past invoices are available in Account Settings → Billing → Invoice History. You can download each invoice as a PDF for your records. Invoices are also emailed automatically to your billing address each time a payment is processed.

Ready to Find the Right Plan?

Compare all plans or talk to our team for a personalised recommendation.

View All Plans Talk to Our Team

Manage Your Subscription