Manage Your Plan

In CAD ROOMS, you can manage your workspace subscription directly from the Billing & Plans section. Whether you’re on the Team Plan free trial, a paid subscription, or considering an upgrade to the Business Plan, you have full control over your billing and plan management.

Accessing Billing & Plans

Go to your Workspace Settings.

Click Billing & Plans in the left sidebar.

Here you can view:

Current plan (Team, Business or Enterprise).

Trial status and remaining days (if applicable).

Payment method and billing cycle.

Available Plans

Team Plan → For small teams of up to 5 editors. Includes collaboration tools, CAD viewing, version history, and essential file management.

Business Plan → For growing teams with 5+ editors. Adds advanced workflows like ECO Management, CAD Diffing, File Release Management, and Audit Logs.

Enterprise Plan → Custom solutions built on Business Plan, with extra features like SSO, custom integrations, compliance certifications, and 24/7 premium support.

Managing Your Subscription

🔼 Upgrade

If you’re on the Team Plan, you can upgrade to Business Plan at any time.

Important: The Team Plan supports a maximum of 5 seats, while Business Plan requires at least 5 seats. If your workspace has fewer than 5 users, you’ll be billed for the 5-seat minimum.

When upgrading, billing is adjusted immediately to the new plan.

🔽 Downgrade

From Business Plan, you may downgrade to Team Plan.

Note: The Team Plan supports a maximum of 5 seats. If your workspace has more than 5 active members, you’ll need to reduce the member count before downgrading.

Any features exclusive to Business (e.g., ECO Release) will no longer be available.

❌ Cancel

You can cancel your subscription at any time.

Your workspace will remain active until the end of the current billing cycle

Managing Seats

Team Plan → Maximum of 5 seats.

If your workspace already has 5 members, you cannot add more without upgrading.

Business Plan → Minimum of 5 seats, with the flexibility to add more as your team grows.

You can adjust the number of seats directly in the Billing & Plans page:

Click Add Seats to increase capacity.
Click Reduce Seats to lower capacity (not below the minimum required).

Seat changes affect your billing from the next cycle.

💡 Tip: Always align your seat count with your active team size to optimize costs.

✅ Best Practices

Use the Team Plan trial to evaluate CAD ROOMS with your team.

If your organization grows beyond 5 members, plan to upgrade to Business Plan.

Download invoices regularly for accounting or compliance needs.

How to Manage Your Plan