🚀 Getting Started & Free Trial

Do I need to install any software?

No. Our platform is entirely cloud-based. You can access your account from anywhere using any major browser (Chrome, Safari, Firefox, Edge) as long as you have an internet connection.

What is included in the free trial?

We offer a [14-day] full-access free trial. During this period, you have unlimited access to all features of the [Pro/Business Plan] so you can fully evaluate if the product meets your needs.

Do I need a credit card to sign up?

No, no credit card is required for the trial. You only need to enter your payment details if you decide to upgrade to a paid plan after your trial ends.

What happens when my trial ends?

At the end of your trial, if you haven't upgraded, your account will automatically be downgraded to our [Free Tier / Read-only mode]. We will keep your data for [X days], during which you can subscribe at any time to restore full access.

💰 Pricing & Billing

What is the difference between monthly and annual billing?

We recommend annual billing. Paying annually typically saves you [10%-20%] compared to paying monthly—that’s essentially getting two months for free.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, Amex) and PayPal. For [Enterprise / High-volume] plans, we also support invoicing and bank transfers. Please contact sales for details.

What happens if I upgrade or downgrade my plan mid-cycle?

Our billing is prorated:

Upgrades: You will be charged the difference for the remaining time in your billing cycle. New features are available immediately.
Downgrades: The price difference will be credited to your account and applied toward your next invoice.

Do you have a refund policy?

We want you to be happy with our service. If you are not satisfied for any reason within [7-30] days of your initial payment, please contact support for a full refund—no questions asked.

Can I get an invoice for my company?

Absolutely. A receipt is emailed to you after every payment. You can also download formal PDF invoices with your custom billing details (Company Name, Tax ID/VAT) from the "Billing" section of your dashboard.

🛡️ Security & Data Privacy

Is my data secure?

Security is our top priority. We use [AES-256] encryption for data at rest and in transit. Our servers are hosted in [AWS/Google Cloud] data centers with 24/7 monitoring. We are also [SOC 2 Type II / ISO 27001] compliant.

Who owns my data? Can I export it?

You own your data. If you decide to leave, you can use our "Export Data" feature to download all your information in [CSV/JSON/Excel] format at any time. We do not lock you in.

Are you GDPR compliant?

Yes, we are fully compliant with GDPR and other global privacy regulations. You can view our [Privacy Policy] for more details or contact us to sign a Data Processing Agreement (DPA).

How do I cancel my subscription?

We believe in a hassle-free experience. You can cancel your subscription anytime by going to Settings > Billing > Cancel Subscription. You will retain access to your paid features until the end of your current billing period.

⚙️ Features & Collaboration

Can I invite my team members?

Yes. Depending on your plan, you can invite a specific number of seats. Admins can assign different roles (e.g., Admin, Editor, Viewer) to control access permissions and ensure data security.

Do you offer an API or integrations?

Yes. We have comprehensive [API Documentation] for developers. We also offer native integrations with popular tools like [Slack, Zapier, HubSpot, Google Sheets] to help you automate your workflow.

What if I need a feature you don't have?

We love feedback! Please visit our [Roadmap / Feedback Portal] to submit requests. We prioritize development based on user demand. For Enterprise clients, we may discuss custom feature development.

🆘 Support & Training

How can I get help?

Self-Service: Visit our [Help Center] for detailed guides and tutorials.
Live Chat: Click the bubble in the bottom-right corner. We typically reply within [minutes] during business hours.
Email: Reach us at support@[yourdomain].com. We aim to respond within 24 hours.

Do you offer demos or onboarding?

For [Enterprise/Team] plans, we offer personalized 1-on-1 demos and onboarding sessions to help your team get up and running quickly. You can [Book a Demo here].

SaaS Product FAQ