Billing & Plans

Use this guide to keep usage predictable and avoid interruptions from plan or quota limits.

Billing Controls

• Seat count and user allocation
• Storage usage and source ingestion limits
• Plan tier capabilities and add-on availability
• Invoice, renewal, and procurement ownership

Monthly Review Checklist

1. Confirm active users match purchased seat count.
2. Review storage growth and forecast limit risk.
3. Validate upcoming renewal date and procurement owner.
4. Track integration usage tied to paid features.
5. Document expected plan changes before renewal window.

Common Risks

• Seat sprawl from unused invited accounts
• Storage spikes from duplicated or stale source uploads
• Unexpected overages from ungoverned team expansion

Control Actions

• Reclaim unused seats every month.
• Archive or delete obsolete source sets.
• Keep procurement and finance contacts current.
• Align role permissions with billing authority boundaries.

Escalation Triggers

• Repeated plan-limit blocks during active sales cycles
• Billing-owner turnover close to renewal period
• Need for contract-level exceptions or custom terms

Escalate early to avoid end-of-quarter disruptions.