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.