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 to let us determine the best plan based upon your specific quoting needs

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