Upgrade, downgrade and cancellation

This page explains how to compare available plans, perform an immediate upgrade with pro-rata adjustment, schedule a downgrade at renewal, and cancel the subscription.

How to access

• Menu: Billing → Change plan
• Address: /billing/upgrade
• Who can use it: Administrator

Interface

The /billing/upgrade page shows a grid with one card for each available plan (Starter, Business, Enterprise). Each card includes:

• Name and description of the plan in the interface language
• Annual price in euros
• Number of users included (or "unlimited")
• Quotes included per year (or "unlimited")
• Checkmarks for available advanced features: semantic AI search, cutting optimizer, priority support
• Current plan label on the currently active plan

When you select a plan different from the active one, a preview panel appears showing the operation type (upgrade or downgrade) and the financial details.

Upgrade preview panel

Shows:

• Current plan → new plan
• Days remaining in the current period
• Pro-rata adjustment amount (the proportional share of the unused days of the current plan, deducted from the new plan cost)
• Confirm upgrade button

Downgrade preview panel

Shows:

• Current plan → new plan
• Notice that the change will take effect at the next renewal
• Confirm downgrade button

Plan comparison table

On the /billing page, expanding the catalogue and clicking Show comparison opens a full table with all features grouped by category:

Category	Included features
Core Features	Quote management, Order management, Automatic CAD design, PDF export, Inventory management, Client directory, Realtime collaboration, Audit log
Advanced Features	Semantic AI search, Cutting optimizer
Support	Priority support

Cells show a green checkmark (feature included) or a grey X (not available in the plan).

Operations

Performing an upgrade

An upgrade is immediate: the new plan is active as soon as the pro-rata payment is confirmed by Stripe.

1. Go to Billing → click Change plan on the current plan card, or go directly to /billing/upgrade.
2. Click the card for the higher plan you want to activate.
3. Read the preview panel: verify the calculated pro-rata adjustment.
4. Click Confirm upgrade.
5. You will be redirected to the checkout page /billing/checkout/<invoice-id> where you can complete payment via Stripe.
6. After payment, the plan is updated immediately and you will receive confirmation.

Pro-rata adjustment

The adjustment is calculated based on the days remaining in the current period. For example, if you have 180 days remaining in the year and switch to a more expensive plan, you pay only the difference proportional to those 180 days.

Scheduling a downgrade

A downgrade is not immediate: it takes effect at the next renewal. Until the current period ends, you retain all features of the higher plan.

1. Go to /billing/upgrade.
2. Click the card for the lower plan.
3. Read the preview panel (indicates the change will occur at renewal).
4. Click Confirm downgrade.
5. You will receive a confirmation notification and be redirected to /billing.

At renewal, the system generates the invoice at the lower plan price and the change becomes final.

Features available after downgrade

Once the downgrade takes effect, some advanced features (semantic search, cutting optimizer, priority support) may no longer be accessible. Check the plan comparison table before confirming.

Cancelling the subscription

Cancellation is available from the /billing page (not from /billing/upgrade).

1. Go to Billing.
2. On the current plan card, click Cancel subscription.
3. Confirm in the dialog that appears.
4. The subscription moves to cancelled status; access remains active until the end of the already-paid period.

No refunds

Cancellation does not entitle you to a refund. Access continues until the current period's expiry date, after which the tenant enters read-only mode (suspended) and then archive (archived) after 90 days without renewal.

States and messages

Message	When it appears
Current plan (badge on card)	The selected plan is already the active one
Upgrade preview panel	You have selected a plan higher than the current one
Downgrade preview panel	You have selected a plan lower than the current one
Toast Upgrade registered	The upgrade was confirmed; you are redirected to the checkout page to complete payment
Toast Downgrade scheduled	The downgrade has been planned for the next renewal
Toast Error	The request failed; try again or contact support

Notes and limits

• All plan change and cancellation operations are reserved for the tenant Administrator.
• You cannot upgrade if the subscription is suspended or archived; you must first settle the outstanding payment.
• For Enterprise plans with custom requirements (tailored limits, dedicated integration), contact support at supporto@CADrivit.com.
• Plans are billed on an annual (preferred) or monthly basis. The billing interval cannot be changed through this interface; contact support to switch.