Licensed per year, you need a license sufficient to cover the number of data sources and active forms you require.

A data source is a M365 tenant, Salesforce Instance, or NetSuite Instance. A Sandbox or test instance/tenant is counted as a data source.

There are currently 4 subscription plans available. All plans build on the previous tier, adding more features as you move up.

• Essential​ Tier:
  • Self Service: Knowledgebase access or Paid Support​.
  • Annual license.
  • Auto-Renewal​: Contract will renew on an annual basis.
  • Onboarding support available for purchase.
• Professional Tier:
  • Standard Support​: Submit tickets, access to Customer Portal and Knowledge Base.
  • Increased functionality: receive all features from the Essential Tier and more.
  • Annual or multi year license​.
  • Up to 1 hour of Installation Support​.
  • Up to 1 hour of Product Onboarding Training.
  • Additional support available for purchase.
• Premium AI Tier:
  • Premium Support​: increase ticket response time and receive a dedicated Account Manager.
  • Increased functionality: receive all features from the Professional Tier and more.
  • Annual or multi year license​.
  • AI Features​ (coming soon).
  • Enhanced Security Requirements​.
  • Up to 2 hours of Installation Support​.
  • Up to 3 hours of Product Onboarding Training.
  • Additional support available for purchase.
• Enterprise Tier:
  • Increased functionality: receive all features from the Premium Tier and more.
  • Dedicated Senior Account Manager​.
  • Custom feature limits.
  • Up to 2 hour Installation Support​.
  • Custom Onboarding Hours​.
  • Custom onboarding Onboarding Training.
  • Additional support available for purchase.