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Plan Usage Limits Card
Visual progress bars showing current usage. Team Seats:- Display: “X / Y” (e.g., “3 / 5”)
- Progress Bar: Green (less than 80% used), Blue (80% or more used)
- Percentage: “X% used”
- Calculation: Active users + pending invitations
- Display: “X / Y” (e.g., “12 / 24”)
- Progress Bar: Green (less than 80% used), Blue (80% or more used)
- Percentage: “X% used • Resets [Date]”
- Reset Date: One year from entitlements creation (usually subscription start)
Annual Reset: Valuation limits reset annually based on subscription start date, not calendar year. Purchased extra valuations carry forward.
- Seats: All active users + pending invitations
- Valuations: All valuations created this year (Draft + Approved)
- Starter: 3 seats, 12 valuations/year
- Professional: 5 seats, 24 valuations/year
- Enterprise: 10 seats, Unlimited valuations
Manage Seats Card
Adjust team seat count with real-time cost preview. Current Plan Info:- Included Seats: Base seats in plan (e.g., “5 included in Professional Plan”)
- Additional Seats: Extra purchased seats (e.g., ”• 2 additional”)
- Seat Price: Cost per additional seat per month
- Minus Button: Decrease seats (disabled if 0 additional seats)
- Count Display: Total seats (included + additional)
- Plus Button: Increase seats
- Upgrade: Shows new monthly cost + immediate pro-rated charge
- Downgrade: Shows credit for unused time + new monthly cost
- Cancel: Reset to current seat count
- Upgrade/Downgrade Button: Apply changes (e.g., “Upgrade to 7 seats”)
Purchase Extra Valuations Card
Buy additional one-time valuations beyond annual limit.One-Time Purchase: Extra valuations are purchased individually, not on subscription. They never expire and do not reset annually.
- Included Valuations: Base valuations in plan (e.g., “24 included in Professional Plan”)
- Additional Valuations: Extra purchased valuations (e.g., ”• 5 additional”)
- Valuation Price: Cost per extra valuation (varies by currency)
- Reset Date: When next annual allocation becomes available
- Minus Button: Decrease extra valuations (disabled if no unused extra valuations)
- Count Display: Total valuations (included + additional)
- Plus Button: Increase extra valuations
- Can only decrease unused extra valuations
- If you’ve used extra valuations this year, minus button is disabled
- Example: Purchased 5 extra, used 3 → Can only decrease by 2 max
- Purchase: One-time payment amount, charged immediately
- Credit: Account credit for unused valuations, usable for future purchases
- Cancel: Reset to current extra valuation count
- Purchase/Credit Button: Apply changes (e.g., “Purchase 2 valuations” or “Get Credit for 1 valuation”)
Account Credit: When you return unused extra valuations, you receive account credit that can be used for future purchases (seats, add-ons, extra valuations).
- Exceeded annual limit (e.g., 24/24 used)
- Planning major campaign requiring multiple valuations
- Prefer one-time purchase over upgrading plan
- Need flexibility without long-term commitment
Common Use Cases
Adding Team Members (Purchase Seats)
- Navigate to Platform → Billing → Usage tab
- Find Manage Seats card
- Click Plus Button to increase seat count
- Review cost info (pro-rated charge + new monthly cost)
- Click “Upgrade to X seats” button
- Success modal confirms seat addition
- Go to Platform → Users to invite new members
Purchasing Extra Valuations
- Check current usage: Billing → Usage tab → Plan Usage Limits
- If at/near limit, go to Purchase Extra Valuations card
- Click Plus Button to add extra valuations
- Review cost info (one-time payment)
- Click “Purchase X valuations” button
- Payment processed immediately
- Success modal confirms purchase
- Create new valuations: Valuations → New Valuation
Troubleshooting
Can’t Decrease Seats
Reasons:- No additional seats to remove (only included seats)
- More active users than new seat limit
- Pending invitations count toward limit
- Remove users first: Platform → Team Management
- Cancel pending invitations
- Then decrease seats
Can’t Decrease Extra Valuations
Reasons:- No extra valuations purchased
- All extra valuations used this year
- Minus button disabled
- Can only return unused extra valuations
- Wait until next annual reset
- Purchase more instead of decreasing (if needed)

