Home Settings Billing

Billing

Last updated on Oct 27, 2026

Overview

The Billing page is where you manage your Proposal.biz subscription plan, monitor your workspace usage, top up AI credits, and download invoices. You can upgrade your plan, start a free trial, or switch between monthly and annual billing all from one place.

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Accessing Billing

  1. Go to Settings in the left sidebar

  2. Under Workspace click Billing

Your Current Plan

At the top of the Billing page you will see a summary of your active plan including:

  • Your current plan name

  • Key plan features included

  • Your free trial end date if applicable

Usage Overview

The right side of the page shows your current workspace usage across three key areas:

  • Workspace — Number of workspaces used out of your plan limit

  • Data Sources — Number of data sources used out of your plan limit

  • AI Credits — Monthly AI credits used with your reset date

  • Seats Included — Number of team seats used out of your plan limit

Topping Up AI Credits

If you are running low on AI credits before your monthly reset:

  1. Click Top-up AI credits next to the AI credits usage bar

  2. Select the number of credits you want to add

  3. Confirm your purchase

Available Plans

Proposal.biz offers four plans to fit teams of all sizes. You can toggle between Pay monthly and Pay annually — save up to 15% with an annual subscription.

💡 Pro Tip Switch to Pay annually to save up to 15% on your subscription. If your team is growing, upgrading to the Business plan gives you 3 workspaces and priority support making it easier to manage multiple clients or projects simultaneously.

Upgrading Your Plan

  1. Find the plan you want to upgrade to

  2. Click Upgrade now

  3. Follow the on-screen steps to complete your purchase

To try a plan before committing:

  1. Click Start free trial under your preferred plan

  2. Your 14-day free trial will begin immediately

Comparing Plans

To see a full side-by-side breakdown of all plan features:

  1. Scroll to the bottom of the Billing page

  2. Click Learn more under Compare all plans

Downloading Your Invoice

  1. Scroll to the bottom of the Billing page

  2. Click Download under Download invoice

  3. Your invoice will download as a PDF

Next Steps Learn how to manage your team members and roles in Team.