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Purchasing User Addons

Individual users within an active agency account have the ability to purchase additional features and services, such as a DocuSign subscription, via User Addons.

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User Addons only apply to the user account that makes the purchase.

📝 Steps to purchase a User Addon:

  1. Click on your Account Details in the bottom left corner.

  2. Select the User Addons tab.

  3. Click Purchase under the Actions column of the relevant addon.

    User Addons logo

  4. Review the terms and conditions for addon selected. Acceptance of terms and conditions for addon selected is required to continue.

  5. Click Next.

    User Addons logo

  6. Select the desired addon.

  7. Select Payment Option.

  • Agency Card - Used saved agency credit card.

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    This option is only available to non-principal users if a principal user has enabled access in Account Details.

  • User Card - Add or use saved user-only credit card.

  • One Time Purchase - Enter credit card details as a once off purchase, card details will not be saved to user account.

  1. If you would like your addon to be automatically renewed with your saved credit card, check the box labelled Automatically renew this addon with my saved credit card.

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    Not available for One Time Purchase option.

  2. Click Purchase.

    User Addons logo

  3. A tax invoice and any information relevant to your addon (such as activation links for DocuSign subscriptions) will be emailed to your user email.