Add-ons allow you to find, enable, purchase, and remove add-ons available for your current subscription plan.
To enable a feature available on a different subscription plan you can:
Purchase an add-on.
Upgrade their subscription plan.
Skip to:
Features available for self-purchase
✓ Feature included in the plan's package by default. * Can be purchased as an add-on.
| Essentials | Business | Enterprise |
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Volume-based features available to Business and Enterprise plan users ($2 per document):
How to enable add-on features
Note: Only the account owner can enable or disable features in the Add-ons section.
Navigate to Add-ons
Find the add-on you would like to enable for your account.
Select the Buy now option to purchase the add-on and proceed with the payment.
If the add-on is available only on a different subscription plan, the system will suggest to Upgrade plan
Add-on trialing
Some add-on features offer a free 7-day trial. To start a trial, choose the Start free 7-day trial option. A note will indicate that your free trial will end after 7 days. You will not be charged after the trial ends, the feature will simply become unavailable.
Note: You'll be unable to start trialling a feature (7-day free trial) if you're not on an active plan.
Warning: After the trial expires, you will not be able to send documents with the Quote builder blocks unless you purchase the add-on or upgrade your plan. If you lock your content during the trial, you won’t be able to unlock it when the trial expires unless you purchase the add-on or upgrade your plan.
Features available for free 7-day trial:
Multiple Workspaces
CPQ
Reporting
Content Locking
Agreement Renewals
After the free 7-day trial expires, the add-on will automatically be disabled. If you've already used your free 7-day trial option, you will only have an option to purchase the add-on:
How to disable add-on features
To uninstall an add-on, open the add-on feature you want to disable and choose the Uninstall add-on option.