All new customers are automatically given a 14-day free trial of the QuarterOne Essential plan. After the 14-day free trial expires, customers will automatically be downgraded to a Free plan if they have not opted-in to upgrade their account.
What is the difference between the Essential plan and the Free plan?
- Free plan - includes the Dashboard and Assistant automation
- Essential plan - includes the free plan features, plus Insights and Pipeline pages, allowing customers to drill-down into their forecast, compare their pipeline through time and manually adjust monthly deal spreading.
How to upgrade to a paid subscription
- Select the "Manage subscription" link on the Dashboard page
- Enter your Billing Address and Card Details in the portal box that appears in order to activate your Essential plan.