Wingform subscriptions are managed at the workspace/company level. A subscription gives users access to paid features through seats assigned under the company’s plan.

Each workspace (broker, corporate or individual) has one active subscription that covers the company workspace and its representatives.

The subscription is connected to the company’s Authorized Executive workspace, but other users in the company may access the plan through assigned seats.

A seat gives a specific user access to the features included in the company’s plan.

The Authorized Executive receives a seat automatically. Representatives may receive seats when they accept an invitation, depending on the plan’s seat capacity.

Each plan includes a different number of seats, concurrent transactions, and features.

If a plan does not have enough seats, additional representatives may still join the workspace, but they may not have access to paid features until a seat becomes available or the plan is upgraded.

Subscription management depends on your workspace role.

An Admin Representative can manage the company subscription on behalf of the company.

If an Admin Representative purchases or upgrades a plan, their payment card may be charged, but the subscription remains the company’s subscription. The admin is recorded as the purchaser for future subscription management.

When you sign up and create your own workspace, Wingform automatically creates a Free subscription for that workspace.

The Free plan allows you to start using basic Wingform features.

If you join Wingform through an invitation to another company, you usually join that company’s subscription through a seat instead of creating a separate paid subscription for yourself.

Authorized Executives and Admin Representatives can invite representatives to a company workspace.

When a representative accepts the invitation, Wingform attempts to assign them a seat under the company’s active subscription.

If seats are available, the representative receives access to the plan’s paid features.

If the plan is already full, the representative may still join the company workspace, but paid features will not be available to them until:

You can buy a paid plan from the Subscriptions page.

To buy a plan:

Once payment is confirmed, the subscription becomes active and seats are assigned according to the selected plan.

Admin Representatives can also buy a plan for the company they administer. In that case, the subscription belongs to the company, even if the admin’s own card is used for payment.

Authorized Executives and Admin Representatives can change the company’s plan.

To change a plan:

When a plan changes, Wingform migrates current seat holders to the new subscription where possible.

If the new plan has fewer seats than the current number of seated users, some users may lose paid-feature access. Wingform prioritizes keeping existing seat holders where possible, but users added most recently may be removed from seats first.

Before downgrading, check whether the new plan has enough seats for your team.

Authorized Executives and Admin Representatives can cancel a subscription.

If you cancel a paid subscription while paid time remains, the subscription stays active until the end of the billing period. Users keep paid features until that date.

After the paid period ends, the subscription automatically returns to the Free plan.

If the subscription is cancelled during a trial or without remaining paid time, the cancellation may take effect immediately and paid seats may be revoked.

You can buy a new paid plan later if you want to restore paid access.

Before buying, upgrading, or downgrading, check:

The most common reason is that they do not have assigned seats.

Check whether your plan has enough seats. If the plan is full, upgrade the plan or free an existing seat.

They may have joined the workspace without receiving a seat because the plan is full.

Not necessarily. If you had paid time remaining, the plan stays active until the end of the billing period. Wingform should show the cancellation date.

Yes. An Admin Representative can upgrade or cancel the company subscription. If the admin pays, their card is charged, but the subscription remains connected to the company.

Some users may lose access to paid features if the new plan does not have enough seats. Before downgrading, check the number of active users who need paid access. If the number exceeds seats in desired plan, you will need to revoke exceeding seats

No.

Regular representatives may view subscription information if they have a seat, but they cannot buy, upgrade, downgrade, or cancel a plan.