Plans and trials
Free Basic tier, paid plan features, 14-day trial rules, and how to cancel or switch plans without losing data.
Docz.me has a free Basic tier and paid plans for freelancers who need more clients, more storage, or team access. Every paid plan comes with a 14-day free trial.
Plan comparison
See the full feature matrix on the pricing page. The short version:
- Basic (free) — up to 3 active clients, unlimited invoices, core contracts
- Pro — unlimited clients, advanced contract templates, bank reconciliation
- Studio — everything in Pro plus team seats and white-label hosted pages
Starting a trial
Pick a paid plan from /onboarding/plan during signup, or switch from
Settings → Plan at any time. Trials start immediately; no card captured
upfront.
On day 14 you'll get two reminders (day 10 and day 13). If you don't add a card, your account downgrades to Basic automatically — you keep all your data but lose paid features.
Adding a card
From Settings → Plan → Add payment method. We charge on day 15 for the first month; billing is monthly after that.
Switching plans
Upgrade or downgrade from Settings → Plan. Upgrades take effect immediately (prorated); downgrades take effect at the next billing date so you get what you paid for through the current cycle.
Cancelling
From Settings → Plan → Cancel. You keep paid features until the end of the current billing period, then auto-downgrade to Basic. Nothing is deleted — your data stays, just behind the Basic limits.
Need more?
Contact us — we can usually work something out for edge cases (longer trials, custom billing cycles, multi-user Studio setups).