Signing up for a Service Plan

If you've been enjoying your Quick Base trial so much that you'd like to sign up for a service plan, you don't even need to leave the program! Your new service plan goes into effect as soon as you sign up.

Quick Base offers monthly service plans and annual service plans.

You can pay by credit card for both types of plans.  If you would like to pay by purchase order, you must select an annual plan.

Notes:

Monthly Service Plans

Monthly plans are paid in advance at the start of the monthly billing cycle.  

Any changes you make to your plan go into effect immediately.  Should you downgrade or cancel your account in the middle of a billing cycle, per the Quick Base Terms of Service, you are not refunded for the remaining part of the month. If you upgrade your account, you are charged the new amount at the beginning of the next monthly billing cycle.

To sign up for a monthly service plan:
  1. Click My Apps on the App bar. Under Account Admin on the right side of the My Apps page, click Sign Up Now.

    Or, click the user dropdown in the Global bar and choose Sign up now.

    Note: Only account admins will see these commands. If you do not see the command, you don't have permissions to manage the billing account.

  2. The Choose a Plan page displays. Learn more about plan details and pricing.

  3. In the table, select the plan you'd like to sign up for, and increase the number of users allowed by the plan, if needed.

  4. If you want any add-ons (like additional storage space or apps), enter the desired quantity.

  5. Click Continue on the upper right.

  6. Enter your payment information in the Billing Information panel and click Continue.

    If you would rather discard your changes and return to the Manage Billing Account page, click the Discard Changes link under the Plan Information panel.

  7. Review your payment information.

    If you need to change any of the information, click Edit and make updates.

  8. When you are ready to finish the signup process, click Submit Your Order. Congratulations, you're now a Quick Base user!

Annual Service Plans

An annual plan is a yearlong commitment. Should you cancel or downgrade your account, the change goes into effect immediately, and, per the Quick Base Terms of Service, you are not refunded for the remaining part of the year. Once you sign up for an annual plan, you cannot return to a monthly plan.  

Service plan upgrades made within the billing cycle go into effect immediately and are pro-rated to your annual bill date. In other words, if you sign up for an add-on pack six months into your annual billing cycle, Quick Base will charge you immediately for the remaining time. On your next annual renewal, you are charged the full amount for the plan and add-on packs for that billing cycle.

To sign up for an annual service plan:
  1. Click My Apps on the App bar. Under Account Admin on the right side of the My Apps page, click Sign Up Now.

    Or, click the user dropdown in the Global bar and choose Sign up now.

    Note: Only account admins will see these commands. If you do not see the command, you don't have permissions to manage the billing account.

  2. The Choose a Plan page displays. Learn more about plan details and pricing.

  3. Click the Options for paying annually link under the table. Quick Base displays important information about annual plans.

  4. If you agree to all the conditions, click Continue.

  5. In the table, select the plan you'd like to sign up for, and increase the number of users allowed by the plan, if needed.

  6. If you want any add-ons (like additional storage space or apps), enter the desired quantity.

  7. Click Continue on the upper right.

  8. In the Billing Information panel, choose the payment method and enter your payment information, then click Continue.

    If you would rather discard your changes and return to the Manage Billing Account page, click the Discard Changes link under the Plan Information panel.

  9. Review your payment information.

    If you need to change any of the information, click Edit and make your changes.

  10. Click Submit Your Order. Congratulations, you're now a Quick Base user!

 

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