The short answer: If you're on the Business Pro plan, you can upgrade to Business Pro+ directly from your account settings — no sales call required — and try it free for 14 days. You aren't charged for Business Pro+ until your trial ends, and then billing continues at $199/month.
Who this is for
This feature is available to Business Pro owners and admins — particularly organizations sending fewer than 25 transactions per month who need advanced capabilities without a Premium commitment.
What you get with Business Pro+
Business Pro+ ($199/month after your 14-day free trial) unlocks the following features on top of your existing Business Pro plan:
- Custom branding — add your logo, colors, and brand name to the signer experience
- API access
- Advanced transaction form with custom fields
- Signing rules (signing order, signing groups, mixed signing)
- In-house notaries (optional) — onboard your own notaries to the platform. IHN vs. on-demand notary selection is managed separately in your Notary settings after upgrading, not during the upgrade itself.
- Professional Services (optional) — add hands-on onboarding and support for a one-time charge
How to upgrade
Log in to your Proof account to complete the steps below.
- Select Settings from the left navigation menu.
- Select Billing & Payment.
- Select the Plan details tab.
- Select Upgrade now under the Business Pro+ plan.
- (Optional) Select Professional Services to add it to your plan for a one-time charge.
- Enter your credit card information and confirm.
The upgrade is immediate once your card is accepted, and your 14-day free trial starts then with full access to Business Pro+. Your card isn't charged for Business Pro+ until the trial ends.
What Happens During Your 14-Day Free Trial
| When | What happens |
|---|---|
| During the trial | You have full access to Business Pro+ features. Your card isn't charged for Business Pro+. |
| The day before it ends | We email you a reminder with a summary of your trial activity and the date and amount of your first charge. |
| When the trial ends | Your payment method is charged automatically and you continue on Business Pro+ at $199/month. |
| If you cancel | You keep Business Pro+ access until the trial ends and you aren't charged. Then your account moves to Business Pro. Your transactions and documents stay, but you lose access to Business Pro+ features, your templates, and added team members, and your saved branding and API keys are deleted. |
| If your payment fails | Your organization moves to Business Pro. |
The free trial is for Business organizations. Owners and Admins can start and cancel it.
What the trial reminder email looks like +
The day before your trial ends, we email you your trial activity so far, the date your trial ends, and the amount we'll charge. If you want to keep Business Pro+, you don't need to do anything.
The email you get if you've already canceled +
If you already canceled, we email you the day before your trial ends. It explains that your account moves to Business Pro and lists the features you'll lose access to. If you change your mind, you can upgrade again starting on the day your trial ends.
Cancel Your Free Trial
Open Plan details
Go to Settings → Billing & Payment → Plan details. The Business Pro+ card shows how many days are left in your trial and the date of your first monthly charge.
Select Cancel trial & downgrade
Review what you'll lose access to, then select Continue and follow the prompts to confirm.
Confirm your cancellation
A message confirms that you're now on Business Pro and won't be charged, and we email you to confirm.
Summary Checklist
- You are an Owner or Admin on a Business Pro account.
- Navigate to Settings → Billing & Payment → Plan details.
- Select Upgrade now under Business Pro+, and optionally add Professional Services.
- Enter your credit card information and confirm — your 14-day free trial starts, and billing of $199/month begins when it ends.
- Want In-House Notaries? Set that up separately in your Notary settings after upgrading.
- To cancel your trial, go to Settings → Billing & Payment → Plan details and select Cancel trial & downgrade.
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