Copado Essentials makes it easy to view your current plan, compare plans and options, upgrade your plan, and purchase new licenses with a credit card.

You will need to be a Team Owner to be able to change your team's subscription or download invoices for the previous purchases. For more details about Team Roles, please refer to this article.

To manage your Essentials plan (aka Essentials subscription) you'll need to navigate to the subscription tab. To do this, go to the upper right corner of the Essentials application and click Account Settings button and then, select the Team and Licenses tab on the left side of the Essentials app. Navigate to the bottom of this screen and click the blue "See Plans and Licenses" button. If you have an existing subscription, it will say "Manage your Plans and License". The blue button will take you to the Plan Configuration details page where you can subscribe to a plan if you are a new user or upgrade/downgrade your plan if you are an existing user.

On the Plan Configuration page, if you are a new user, you will find yourself on the Freemium plan and you can choose to upgrade to a Monthly or Annual paid plan by clicking on either Essentials Basic or Essentials Plus and entering the number of licenses based on your team size.

Some add-ons are available through the self-service experience for the Essentials Plus plans. For example, Data Deploy can be added from the self service portal. To order Copado Robotic Testing Essentials or Copado Version Control (Git-based)--or to request a demo of any Copado add-on--please reach out to your Copado Account Manager through the blue chat button in the lower right corner of the Essentials application. If you don't have an assigned account manager, one will be automatically assigned one.

On the right panel of the same page, based on your choice of plan and add-ons, the cart will total the price. Click on "Next" to go to "Payment" page.

Here, add your account information, billing information, card details, and once done, you can proceed to the payment screen. At any time, you can go to the chatbot in the lower right corner of your screen and ask for help from Lume, our AI chatbot, or a human.

To cancel your subscription click the "Cancel Plan" button at the bottom of the Team and Licenses screen and then confirm your choice by clicking the red "Cancel Plan" button in the pop up model screen. At the end of the billing period your account will be reset to a free plan. Deployments and work done using Essentials Plus features weill be saved by not accessible until you upgrade back to Essentials Plus.

Once you have purchased licenses, you can assign these licenses to your team members by navigating to Account Settings --> Team and Licenses, where any user's license or role can be modified by an Essentials Team Owner. (see screenshot below).

In the Account Settings >Billing Information, on this page Account Information, Billing Information and Payment Information can be modified or updated.

In the Account Settings --> Invoices, you will find all your invoices (or credit card transactions), to date. You can choose to filter based on date range and status and download the invoices. Keep in mind, you need to be an Essentials Team Owner to view your invoices.

If you need help with your subscription or you have comments or suggestions about the new Essentials purchase experience, please don't hesitate to contact us through the chat button!

Where can I view a list of features included in each plan?

You can see a comparison of features included in each plan on the Plan Matrix in the first step of your self-serve checkout experience. Note, only users with the Owner role can view enter the checkout experience. To view the comparison matrix outside of the Essentials app, please visit the Copado Essentials Plans & Pricing matrix on the website.

Do you offer discounts or promotional codes?

We offer special discounts for non-profit organizations and volume-based pricing for Systems Integrators managing multiple client organizations. To learn more about pricing, please get in touch with one of our sales representatives.

Can I trial paid features?

Yes, we offer a free 21-day trial of Essentials Plus. This trial gives you unlimited access to all of the paid features included in both Basic and Plus plans. At the end of your 21-day trial any work you've done using paid features will be saved but inaccessible until you sign up for a paid plan. You can upgrade to Basic or Plus at any time during your free trial.

Why am I unable to enter the checkout process?

Only users with the role of "Owner" are permitted to purchase licenses through the self-serve portal. If you have the "Member" role, you will need to ask the Owner of your team to purchase and assign you a license. If you are unsure who the Owner of your team is or they are unable to purchase a license on your behalf, please contact a member of our team and we can assign you the appropriate role and assist with purchasing a license.