Plans and limits

Pricing pages are good at telling you what you get. They are much worse at telling you what happens on the day you run out, which is the part you actually have to live with.

So: the tiers first, briefly, then the interesting half.

The four tiers

Your plan belongs to the owner group rather than to individual accounts, so everyone in the group shares the same limits. Billing sits with the Primary Admin, the group's first administrator and the only person who can change the plan or the card. Other admins see a note saying so where the button would be, instead of a button that fails.

The shape of it is simple enough. Free is where every group starts, with no card and no clock. Pro is the sharing tier: public links, passcodes, collections, quizzes and analytics, but still one seat. Business is the white-label tier, adding unlimited seats, your own domain, the embeddable widget and voice training. Enterprise removes the caps and is a conversation rather than a checkout.

Three rows read differently than you would guess. Documents counts what is live right now, so archived and deactivated documents cost nothing, while a published form creates a document and does count. Seats counts pending invitations alongside actual members, so an unaccepted invite is holding a chair. And Embed widget covers creating embeds: if a plan lapses, the embeds you already published carry on serving and only new ones are blocked.

There is also a limit no tier changes. Each organization gets a daily chat allowance across all of its assistants and readers, 300 questions per rolling 24 hours by default. Run it down and readers see a banner telling them when capacity returns, which it does gradually as the window rolls forward. Ask and it can be raised.

Hitting a limit is specific, not generic

This is where products usually resort to a shrug and a link to pricing. Docutrain tells you which wall you hit and what unlocks it.

Try to use a gated feature and the dialog is headed Unlock plus the feature's name, showing your current plan under Now and the lowest tier that includes it under Unlocks. You learn the price of the thing you wanted rather than being handed the price list. The same rule is enforced on the server, so the gate is not just a dialog in the way.

The document cap gets its own treatment. The Plan usage card on your Documents tab reports the count quietly until 80 percent, turns amber with a nudge, then red at the cap with "Archive a document or upgrade to add more", updating itself as documents finish processing or get switched on and off. On Enterprise it disappears entirely rather than sitting there reading 4 / ∞.

A few smaller behaviors save you from yourself:

• The upload queue never offers more slots than your plan allows, so on a one-document plan you cannot assemble a six-file queue and then watch five of them fail.
• A queued document that reaches the front with no allowance left fails there, rather than training and then being taken away.
• Publishing a form is checked against the document allowance and refused with the same message, because it produces the same thing.

Archived, not deleted

Here is the part worth choosing a product over.

When a plan shrinks, whether you downgraded or a renewal failed, Docutrain does not delete the documents that no longer fit. It archives them. They stop being chattable, and every byte of content and configuration is kept exactly as it was. The Billing page tells you how many are sitting there, and your workspace gets an email when documents are archived or restored.

Upgrade or re-subscribe and they come back automatically, up to the new limit. No re-uploading, no re-training, no reconstructing the settings you spent an afternoon on.

The downgrade flow follows the same instinct. Downgrades never take effect mid-cycle. They are scheduled for the end of your billing period and can be cancelled until then. If you are over the lower tier's limit, a picker appears first and says so plainly, "Pro allows 5 documents, but you have 8", with the newest pre-selected and a confirm button reading Archive 4 & Schedule Downgrade. The count is in the button you press.

Capabilities the lower tier lacks switch off, but your logo, colors, domain name and assistant profile are all kept. Come back later and your setup is still your setup.

Cancelling works the same way. You keep everything until the date you already paid through, then the workspace becomes a Free one, and Resume plan undoes the whole thing at any point before that date.

Choosing

Upgrades between paid tiers apply immediately and prorate against the card on file, and they automatically restore anything that was archived by a plan limit. Payments run through Stripe, so Docutrain never stores your card details.

If you are picking a tier, the document count is a distraction. The real question is your sharing model: do your readers sign in, and do they arrive through your domain or ours? Answer those two and the tier picks itself.