The Usage & Plan tab will allow you to quickly see your Current Usage for a 30-day period (Quotes, Quote Templates, and Users) as shown below:
It will also allow you to upgrade or downgrade your plan to best accommodate your quoting needs:
You can exceed your monthly limits twice within a 12 trailing-month period before you're automatically upgraded to the most suitable plan. We'll let you know when you go over the limits and before you're bumped to a higher plan. We'll never prevent your customers from being able to generate Quotes, should you go over the limit.
If you're interested in Custom Plan options, contact firstname.lastname@example.org to let us determine the best plan based upon your specific quoting needs