Updated billing and plans (#31)

Author: danciaclara

docs/introduction/home.mdx

@@ -3,33 +3,33 @@ title: Introduction
 slug: /
 ---
 
-This page provides an overview of Plane and outlines advantages of using it for your project management needs.
+This page gives you a quick rundown of Plane and highlights why it's a great choice for managing your projects.
 
 ## What is Plane
-Plane is a versatile project management software designed to simplify the way teams plan, track, and manage their work. Built with flexibility and scalability in mind, Plane offers powerful features such as issue and module tracking, sprint management, time tracking, knowledge management, robust analytics, and more. These tools enable teams to streamline their operations, maintain clarity, and ensure alignment at every stage of the project life cycle. 
+Plane is a flexible project management tool that helps teams plan, track, and manage their work more efficiently. It’s built to grow with you, offering features like issue tracking, sprint management, time tracking, knowledge management, analytics and more. These tools help your team stay organized, keep things clear, and stay aligned throughout the project.
 
-Whether you're a startup, a growing business, or an enterprise, Plane adapts to the needs of teams across all industries, making it the ideal solution for efficient, collaborative project management.
+Whether you're a startup, a growing business, or a large enterprise, Plane can adapt to your team’s specific needs, making it a perfect solution for smooth, collaborative project management.
 
 ## Why Plane
 Plane offers an ideal balance between simplicity, adaptability, and powerful features.
 
 - **Flexible and adaptable** <br/>
-Unlike other popular alternatives that often enforce specific methodologies or rigid structures, Plane adapts to your team’s unique workflow preferences without hitting any roadblocks. It evolves with your processes, not against them. Whether you follow Agile, Scrum, or a hybrid methodology, Plane molds to how your team already operates.  
+Unlike other tools that try to lock you into a specific way of working, Plane adjusts to your team’s unique workflow. It evolves with your processes, not against them. Whether you follow Agile, Scrum, or a hybrid methodology, Plane molds to how your team already operates.  
 
 - **Intuitive and easy to use** <br/>
-Plane offers an incredibly simple and intuitive interface with a zero learning curve, setting it apart from tools that require costly certifications, or professionals to get started. Whether you're a startup founder or an experienced project manager, Plane is as easy to use as a smartphone, making it accessible to all skill levels.
+Plane offers an incredibly simple and intuitive interface with a zero learning curve. There’s no need for costly certifications or hiring a professional to get started. It’s as easy as using a smartphone, so anyone from a startup founder to an experienced project manager can pick it up and run with it.
 
 - **Cloud and self-hosted options** <br/>
-While many tools primarily offer cloud-based solutions, Plane provides both cloud and self-hosted options. For companies in highly regulated industries where data security and control are paramount, Plane's ability to be self-hosted within your infrastructure is a major advantage.
+While many tools primarily offer cloud-based solutions, Plane provides both cloud and self-hosted options. If you work in a highly regulated industry where security and data control matter, being able to run Plane on your own infrastructure is a huge benefit.
 
 - **A force multiplier** <br/>
-Plane combines both project management and knowledge management into one platform. While many companies rely on separate tools for documentation and project tracking, Plane merges these functionalities to avoid silos and centralize information in one place.
+Plane combines project management and knowledge management into one platform. Instead of using separate tools for documentation and project tracking, Plane brings everything together, cutting down on silos and keeping everything centralized.
 
 ## Get Plane
 
 You can setup Plane in two ways:
 - **[Plane Cloud](https://app.plane.so/sign-up)** <br/> 
-  Sign up for a free cloud account. This is the easiest and quickest way to get started on Plane.
+  Sign up for a free cloud account - it's the easiest and quickest way to start using Plane.
 
 - **[Self-host Plane](https://developers.plane.so/self-hosting/overview)** <br/> 
-  Install and run Plane on your own infrastructure.
+  Install and run Plane on your own servers if you want full control over your data and infrastructure.

docs/workspaces-and-users/billing-and-plans.mdx

@@ -1,73 +1,63 @@
 ---
 title: Billing and plans
-sidebarTitle: Billing and plans
 ---
 
-At Plane, we aim to provide flexible billing options to cater to the diverse needs of our users. This page outlines our billing and refund policies for both cloud and self-hosted users.
+# Manage seats, upgrades, and plans
 
-Once you upgrade to a paid plan on either cloud or self-hosted instances, billing will apply based on the number of seats for users with **Admin** or **Member** roles in the workspace.
+Unlike a majority of SaaS, our subscription models on Pro and higher plans are per-seat, not per-users. Learn why this model works great for you and how to manage your members versus seats.
 
-## Monthly billing
+## How the per-seat model and billing work
 
-You will be charged for the number of active seats (Y) with **Admin** or **Member** roles in your workspace every month.
+- You are billed per workspace you upgrade. On both Cloud and self-hosted Plane you can upgrade your workspace from **Billing and plans**. On self-hosted instances, your license key only unlocks one workspace.
 
-### Add new users
+    ![Billings and plans](https://media.docs.plane.so/activate-license/billing-and-plans-cloud.webp#center)
+- You are billed by the total number of seats in a workspace. So, if you have 100 Admins and Members across projects in a workspace, you will be billed for 100 seats.
+- In the upgrade flow, you get as many seats as paid users—Admins or Members already in your workspace. For self-hosted instances, if you upgrade through the Prime portal, you can specify the number of seats you would like to purchase. You can also change this number later from the **Billing and plans** screen.
+    
+    ![Add seats](https://media.docs.plane.so/activate-license/add-seats.webp#center)
 
-If you add new users (N) during the month, the N additional seats will be charged immediately and Y seats will be charged at the end of the current billing cycle. At the end of the current billing cycle, the total seats for the next billing cycle will be updated to Y + N.
+### Self-hosted Plane
 
-### Remove users
+- When you want to add members or change non-paid roles—Guests—to paid ones—Admins or Members—, you must add seats first. All new seats are immediately charged to the card on file. Depending on when you are adding more seats, your bill will either be prorated or show the full price of those seats.    
+    :::warning
+    If we don't have your card on file, you will have to reach out to us each time you want to increase the number of seats or get your bill adjusted to a lower number of seats.
+    :::
 
-If users are removed from the workspace, there will be no charges or immediate refunds for the removed seats. The unused seats will be prorated and adjusted in the next billing cycle.
+- When you remove members, their seats are freed up and go to the available pool so you can assign them to other users.  
+**Removing members doesn't automatically remove seats. You must remove seats separately to affect your billing.**
+    
+    ![Manage seats](https://media.docs.plane.so/activate-license/manage-seats.webp#center)
 
-### Change in user roles
+- When you remove seats, the reduced billing for those seats is added as a credit line item to your next bill, so your overall bill is reduced by the price of the removed seats.
 
-If roles are changed during the billing cycle, new roles requiring **Admin** or **Member** seats will be charged immediately. 
+- Unless you change the number of seats in a month or year depending on your billing cycle, your subscription price for that cycle doesn't change. *The exception to that are limited-period discounts that some upgrades enjoy.*
 
-### Downgrade plan
+- Your subscription renews automatically each month or year at the beginning of the billing cycle.
 
-Seats will be available till the end of the current billing cycle. Post the billing cycle, you have the option to downgrade the plan.
+### Cloud or app.plane.so
 
-### Cancel subscription
+- The only difference to upgrading on the Cloud today is we don't yet have the per-seat model enabled there yet. Until we bring that in, removing users automatically removes seats, and adding new users automatically adds new seats with proration as needed.
 
-#### Cloud
-- For workspaces with less than 12 members, the paid plan will remain active until the end of the billing cycle, after which you can cancel the subscription.
-- If you have more than 12 members and choose to cancel, access to the product will be locked. Workspace admins will see a modal prompting to either manage members or upgrade to the paid plan.
+### Free tiers, cancelations, and downgrades
+Starting with v1.3.0 of the Commercial Edition, the Free plan will have a 12-seat limit just as there is for the Free tier on Cloud. If you are getting a new Free workspace on either our Cloud or our self-hosted Commercial Edition, this is the seat limit you will start with.
 
-#### Self-hosted
+#### Older workspaces
+For everyone on the Free tier on both Cloud and the Commercial Edition before this change came in, you will see your workspace grandfathered to the same number of seats as the total number of admins or members in your workspace at the time of this change.  
 
-Seats will be available till the end of the current billing cycle. Post the billing cycle, you have the option to cancel the subscription.
+Say, you had 20 members and admins on your workspace before this change. Now, you will see a limit of 20 seats in your workspace instead of 12 and they will work exactly as detailed above. If you want to upgrade this workspace to Pro, you will be charged for all 20 seats. If you remove one of your 20 grandfathered seats, your new limit will be 19.  
 
-## Yearly billing
+You can remove seats down to 12 on such accounts. At 12, your workspace will downgrade to a standard Free account and you will lose your grandfathered status.
 
-You will be charged for the number of active seats (Y) with **Admin** or **Member** roles in your workspace every year. For workspaces with more than 100 users, Plane offers the option to sign a custom contract, including dedicated support and tailored billing arrangements. Please reach out to our sales team for more information.
+#### All workspaces
 
-### Add new users
+If you have upgraded to a Pro or higher subscription and have unpaid bills, you will get a 30-day notice to pay them. After that period, your workspace will lock out all members except Workspace Admin to help them clear unpaid dues.  
 
-If new users are added during the year, the seats will be charged on a prorated basis for the remaining billing cycle immediately.
+Once you have paid your bills, you can continue with your subscription, change its frequency, adjust the number of seats, or downgrade to the Free tier by manually removing seats down to 12.  
 
-### Remove users
+Should you cancel your subscription outright, your workspace will retain your subscription until the end of the billing cycle and then lock out all members except Workspace Admins who can renew the subscription or downgrade to the Free tier.
 
-No immediate charges or refunds for removed users. Instead, the seats will be charged on a prorated basis on your next billing cycle.
+#### Refunds
 
-### Change in user roles
+We don’t offer refunds except in the most unusual circumstances. Your Plane billing happens automatically and our payment partners send alerts before each bill is attempted to be paid.
 
-No immediate charges or refunds for changes to or from **Admin** or **Member** roles. Instead, the seats will be charged on a prorated basis on your next billing cycle.
-
-### Downgrade plan
-
-Seats will be available till the end of the current billing cycle. Post the billing cycle, you have the option to downgrade the plan.
-
-### Cancel subscription
-
-#### Cloud
-- For workspaces with less than 12 members, the paid plan will remain active until the end of the billing cycle, after which you can cancel the subscription.
-- If you have more than 12 members and choose to cancel, access to the product will be locked. Admins will see a modal prompting them to either manage members or upgrade to the paid plan.
-
-#### Self-hosted
-Seats will be available till the end of the current billing cycle. Post the billing cycle, you have the option to cancel the subscription.
-
-## Refunds
-
-Plane generally does not offer refunds. Charges are applied at the beginning of each billing cycle, and changes in team size or member roles are handled through prorated adjustments in the next cycle, as detailed above. For annual plans, no refunds are issued for unused seats; however, seats can continue to be used until the end of the current billing cycle.
-
-If you experience any issues with billing or wish to discuss special circumstances, feel free to contact our support team for assistance.
+Should you think you have an exceptional circumstance and deserve a refund, write to us.

src/css/custom.css

@@ -387,3 +387,21 @@ html[data-theme='dark'] {
   width:400px;
 }
 }
+
+ img[src*='#center'] {
+  display: block;
+  border-radius: 0.5rem;
+  float: none;
+  margin-left: auto;
+  margin-right: auto;
+  width: 80%;
+  height: auto;
+  border-color: rgb(153 162 177);
+  border-style: solid;
+  border-width: 1px;
+  --tw-border-opacity: 1;
+  padding: .07rem;
+}
+
+    
+