Starter
Solo preparers and small practices
$199 a year
- 50 credits a year
- $3.00 for each extra credit
- Unlimited staff
- Basic integrations (webhooks, 1 endpoint)
- Not included: Advanced integrations (REST API, MCP)
- 1 live offer
Pay for what you send, not for seats.
Billed yearly, per firm. Unlimited drafts and staff on every plan. A credit is used when something reaches a client, not when it's signed.
What's a credit?
A credit is used the first time a proposal, engagement letter, consent, or walkthrough reaches a client: emailed, shared as a link, signed in person, or from your website offer once the person confirms their email. A walkthrough uses one credit however many documents are in it. Drafts, previews, test sends, resending the same link, and a corrected version that replaces one you sent don't use a credit, unless the one it replaces was withdrawn and its credit given back. One withdrawn before the client opens it is given back.
Plans
Professional
Growing firms with a real renewal season
$649 a year
- 200 credits a year
- $2.00 for each extra credit
- Unlimited staff
- Basic integrations (webhooks, 3 endpoints)
- Not included: Advanced integrations (REST API, MCP)
- 3 live offers
Firm
Established firms that run on connected systems
$1,449 a year
- 600 credits a year
- $1.50 for each extra credit
- Unlimited staff
- Basic integrations (webhooks, unlimited endpoints)
- Advanced integrations (REST API, MCP)
- Unlimited live offers
Enterprise
Multi-office firms and partners
Let's talk
- Custom volume
- Custom terms
- Unlimited staff
- Basic integrations (webhooks, unlimited endpoints)
- Advanced integrations (REST API, MCP)
- Unlimited live offers
Want to pay as you go?
Try Ad hoc: $49 a year includes 10 credits, then packs of 10 credits for $50 whenever you need more.
Every business starts with 10 credits free, once. Prices in USD.
Compare plans
| Feature | Ad hoc | Starter | Professional | Firm | Enterprise |
|---|---|---|---|---|---|
| Price a year | $49 | $199 | $649 | $1,449 | Let's talk |
| Credits included a year | 10 | 50 | 200 | 600 | Custom |
| Extra credits | Packs of 10 credits for $50 | $3.00 each | $2.00 each | $1.50 each | Custom |
| Staff seats | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Basic integrations (webhooks) | Not included | 1 endpoint | 3 endpoints | Unlimited endpoints | Unlimited endpoints |
| Advanced integrations (REST API, MCP) | Not included | Not included | Not included | Included | Included |
| Live offers | Not included | 1 | 3 | Unlimited | Unlimited |
| Catalog, templates, and one-off proposals | Included | Included | Included | Included | Included |
| Renewal campaigns and rules | Included | Included | Included | Included | Included |
| Signed PDF and audit certificate | Included | Included | Included | Included | Included |
| Email clients from your own address | Included | Included | Included | Included | Included |
Included on every plan.
- Your product catalog
- Custom client fields and merge fields
- Add-ons and quantities the client picks
- Decline reasons
- Unlimited staff
- Unlimited clients
Questions
What's a credit?
A credit is used the first time a proposal, engagement letter, consent, or walkthrough reaches a client: emailed, shared as a link, signed in person, or from your website offer once the person confirms their email. A walkthrough uses one credit however many documents are in it. Drafts, previews, test sends, resending the same link, and a corrected version that replaces one you sent don't use a credit, unless the one it replaces was withdrawn and its credit given back. One withdrawn before the client opens it is given back.
Do you charge per client?
No. Keep as many clients as you like. Only proposals you send count.
Is there a trial?
Yes. Every new business gets 10 credits to try it on real clients, once. No card needed, and there's no time limit: the credits are yours until you use them.
What happens if I go over?
On a plan with a price for extra credits, you keep sending: extras are billed monthly at that price, up to a cap you control, and a big batch shows the charge before it goes out. On a plan with packs, you buy whole packs before the send.
Do unused credits roll over?
No. Included credits reset each plan year. Packs last 12 months from purchase.
What if my card fails?
You can still sign in and every signed record stays available. New sends pause until the card is updated, and anything waiting goes out once it's fixed.
What happens to signed proposals if I cancel?
New sends stop, but every signed proposal, certificate, and PDF stays readable and downloadable for the retention period in our terms.
Can I change plans?
Upgrade any time, and pay the difference for the rest of your plan year. A downgrade takes effect at your renewal date.
Why is there no monthly plan?
Most businesses renew their clients once a year, so we bill once a year. If you send only a few, the smallest plan covers occasional use.
Is my data safe?
Signing links can't be guessed, each business is kept separate from every other, and there's no field anywhere for ID or account numbers. Payments go through Stripe. Card details never touch EngageCycle. More on security.