> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing & Plans

> Understand OrbitForms's pricing plans, manage your subscription, and learn about AI credits.

## Pricing Overview

OrbitForms offers four plans so you can start free and upgrade as you grow. Each plan includes a per-billing-period response cap — annual plans get **12×** the monthly limit as a single bucket for the year.

<CardGroup cols={2}>
  <Card title="Start Free">
    No credit card required to get started.
  </Card>

  <Card title="Upgrade Anytime">
    Upgrade your plan whenever you need more features.
  </Card>

  <Card title="Cancel Anytime">
    No long-term contracts. Cancel when you need to.
  </Card>
</CardGroup>

## Plans

<CardGroup cols={2}>
  <Card title="Free — $0/mo">
    * **Up to 3 forms**
    * **50 form responses / month**
    * Standard & flow forms
    * Basic customization
    * Email notifications
    * Basic analytics
  </Card>

  <Card title="Pro — $29/mo or $23/mo annual">
    * Everything in Free
    * **Up to 10 forms**
    * **1,000 form responses / month** (12,000 / year on annual)
    * Unlimited team members
    * Remove branding
    * Search engine indexing for forms
    * Custom CSS
    * Redirect after submission
    * Conditional routing
    * Advanced analytics
    * Slack & webhooks
    * 3 workflows
  </Card>

  <Card title="Business — $149/mo or $119/mo annual">
    **Most Popular**

    * Everything in Pro
    * **Unlimited forms**
    * **10,000 form responses / month** (120,000 / year on annual)
    * **Lead Capture + Schedule, Group, and Round Robin scheduling**
    * 100 AI credits/month
    * AI Agent workflows
    * Unlimited workflows
    * A/B testing
    * Partial submissions
    * Contact tagging
    * Dedicated support
  </Card>

  <Card title="Advanced — $249/mo or $199/mo annual">
    * Everything in Business
    * **100,000 form responses / month** (1,200,000 / year on annual)
    * Sequences
    * Contact owner assignment
    * SMS messaging (Salesmsg, with Sequences)
    * Custom domains
    * 100 AI credits/month
  </Card>
</CardGroup>

See the [full pricing comparison](https://orbitforms.ai/pricing) for detailed feature breakdowns.

## Feature Comparison

| Category                                            | Free                         | Pro       | Business  | Advanced   |
| --------------------------------------------------- | ---------------------------- | --------- | --------- | ---------- |
| **Forms & Responses**                               |                              |           |           |            |
| Forms                                               | 3                            | 10        | Unlimited | Unlimited  |
| Form responses                                      | 50/mo                        | 1,000/mo  | 10,000/mo | 100,000/mo |
| Standard forms                                      | ✓                            | ✓         | ✓         | ✓          |
| Flow forms                                          | ✓                            | ✓         | ✓         | ✓          |
| Conditional logic                                   | ✓                            | ✓         | ✓         | ✓          |
| File uploads                                        | ✓                            | ✓         | ✓         | ✓          |
| **Design & Branding**                               |                              |           |           |            |
| Basic styling                                       | ✓                            | ✓         | ✓         | ✓          |
| Custom CSS                                          | —                            | ✓         | ✓         | ✓          |
| Remove branding                                     | —                            | ✓         | ✓         | ✓          |
| Redirect after submit                               | —                            | ✓         | ✓         | ✓          |
| Custom domains                                      | —                            | —         | —         | ✓          |
| **Scheduling**                                      |                              |           |           |            |
| 1:1 scheduling                                      | ✓                            | ✓         | ✓         | ✓          |
| Lead Capture + Schedule                             | —                            | —         | ✓         | ✓          |
| Group scheduling                                    | —                            | —         | ✓         | ✓          |
| Round Robin scheduling                              | —                            | —         | ✓         | ✓          |
| **Team & Collaboration**                            |                              |           |           |            |
| Team members                                        | 1                            | Unlimited | Unlimited | Unlimited  |
| **Integrations**                                    |                              |           |           |            |
| Email notifications                                 | ✓                            | ✓         | ✓         | ✓          |
| Zapier                                              | ✓                            | ✓         | ✓         | ✓          |
| CRMs (HubSpot, Salesforce, Close, Pipedrive, Attio) | —                            | ✓         | ✓         | ✓          |
| Google Sheets / Airtable / Notion                   | ✓                            | ✓         | ✓         | ✓          |
| Mailchimp / ActiveCampaign                          | ✓                            | ✓         | ✓         | ✓          |
| Slack                                               | —                            | ✓         | ✓         | ✓          |
| Webhooks                                            | —                            | ✓         | ✓         | ✓          |
| Clay                                                | —                            | ✓         | ✓         | ✓          |
| Email verification                                  | —                            | ✓         | ✓         | ✓          |
| SMS                                                 | —                            | —         | —         | ✓          |
| **Workflows**                                       |                              |           |           |            |
| Workflows                                           | 1 (email notifications only) | 3         | Unlimited | Unlimited  |
| Email notification nodes                            | ✓                            | ✓         | ✓         | ✓          |
| Logic nodes                                         | ✓                            | ✓         | ✓         | ✓          |
| CRM nodes                                           | —                            | ✓         | ✓         | ✓          |
| Enrichment                                          | —                            | ✓         | ✓         | ✓          |
| Email verification                                  | —                            | ✓         | ✓         | ✓          |
| Slack / webhook nodes                               | —                            | ✓         | ✓         | ✓          |
| AI Agent                                            | —                            | —         | ✓         | ✓          |
| Sequence                                            | —                            | —         | —         | ✓          |
| **Advanced Features**                               |                              |           |           |            |
| Basic analytics                                     | ✓                            | ✓         | ✓         | ✓          |
| Advanced analytics                                  | —                            | ✓         | ✓         | ✓          |
| A/B testing                                         | —                            | —         | ✓         | ✓          |
| Partial submissions                                 | —                            | —         | ✓         | ✓          |
| Contact tagging                                     | —                            | —         | ✓         | ✓          |
| AI credits                                          | 0                            | 0         | 100/mo    | 100/mo     |
| Sequences                                           | —                            | —         | —         | ✓          |
| Contact owner                                       | —                            | —         | —         | ✓          |
| Priority support                                    | —                            | —         | ✓         | ✓          |

<Note>
  **Integrations vs Workflows:** Integrations connect your forms to external tools (e.g., Slack, CRMs). Workflows let you automate multi-step logic with conditions, delays, and AI. Some integrations are available at the form level; workflow nodes unlock more automation options.
</Note>

## Response Limits

Every plan includes a per-billing-period response cap. Each accepted form submission counts toward the cap.

| Plan     | Monthly | Annual (12×) |
| -------- | ------- | ------------ |
| Free     | 50      | n/a          |
| Pro      | 1,000   | 12,000       |
| Business | 10,000  | 120,000      |
| Advanced | 100,000 | 1,200,000    |

**How the cap works**

* The cap is **inclusive**: a Free team gets exactly 50 accepted responses per month — the 50th submission is the last one accepted.
* We email the team owner at **50%, 90%, and 100%** of the cap so there are no surprises. A dashboard popup also appears at each threshold.
* When you reach 100%, your forms swap in a clean **“upgrade required”** view for any visitor and stop saving new submissions.
* Your form structure, integrations, and existing responses are all preserved. Upgrading reactivates submissions instantly.
* **Annual plans** get the monthly limit times 12 as a single bucket for the whole year — perfect for traffic that spikes seasonally.

## AI Credits

AI credits power AI Agent nodes in your workflows—including lead qualification, summarization, and other AI-powered automation.

### Credit Allocation

* **Business & Advanced plans:** 100 credits per month (or 1,200 per year on annual billing)
* Credits reset at the start of each billing period

### On-Demand Credits

Need more? Purchase additional credits at **\$0.10 per credit**. On-demand credits are invoiced when you reach a \$100 threshold (1,000 credits); unbilled usage below the threshold rolls over to your next billing cycle.

## Changing Your Plan

### Upgrading

* Takes effect immediately
* You receive prorated credit for the remainder of your billing period
* You pay the difference for the upgraded plan

### Downgrading

* Takes effect at the end of your current billing period
* You keep your current plan's features until the period ends
* After that, features revert to the new plan's limits

## Managing Your Subscription

From **Settings → Billing** in your dashboard, you can:

* **Change Plan** — Upgrade or downgrade
* **Update Payment Method** — Add or edit your card
* **View Invoices** — Download past invoices
* **Cancel Subscription** — Cancel at the end of your billing period

## Common Questions

<AccordionGroup>
  <Accordion title="What happens to my forms if I downgrade?">
    Your forms remain published and continue collecting submissions until you hit your new plan's response cap. Features that exceed your new plan (e.g., workflows, remove branding, advanced scheduling modes) will stop working. You may need to simplify workflows, re-enable branding, or convert advanced scheduling pages to standard 1:1 mode before the downgrade takes effect.
  </Accordion>

  <Accordion title="What happens when I hit my monthly response limit?">
    Your forms swap in an “upgrade required” view for visitors and stop saving new submissions until your next billing period or until you upgrade. Existing responses, integrations, and form structure are preserved. We email you at 50%, 90%, and 100% so there are no surprises.
  </Accordion>

  <Accordion title="Are Lead Capture, Group, and Round Robin scheduling included on every plan?">
    Standard 1:1 scheduling is on every plan, including Free. Lead Capture + Schedule, Group scheduling, and Round Robin scheduling require the Business or Advanced plan.
  </Accordion>

  <Accordion title="Do unused AI credits roll over?">
    No. Unused AI credits do not roll over to the next billing period. Use them before your period resets.
  </Accordion>

  <Accordion title="Can I switch between monthly and annual billing?">
    Yes. You can switch at any time. Annual billing offers a discount (e.g., \$23/mo vs \$29/mo for Pro). When switching, you'll be charged or credited the prorated difference.
  </Accordion>

  <Accordion title="I subscribed to Pro before July 2026 at a different price — what happens to my plan?">
    Nothing changes. Subscribers on the earlier \$79/mo Pro plan are grandfathered and keep their current price and features until they choose to change plans.
  </Accordion>

  <Accordion title="Who can manage billing?">
    Only team members with the Owner or Admin role can access billing settings and change plans.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="View Pricing" icon="credit-card" href="https://orbitforms.ai/pricing">
    Compare plans and features
  </Card>

  <Card title="Team Management" icon="users" href="/guides/team">
    Invite team members and manage roles
  </Card>
</CardGroup>
