DRAFT — FOR ATTORNEY REVIEW. This document is a starting template and is not legal advice. Replace every [bracketed] item and have qualified counsel review before publishing. Last updated: [Month Day, Year].
Plans and pricing
Current plans and prices are listed on our Pricing page. Prices are in U.S. dollars and exclude applicable taxes, which we may collect where required. [Ops: confirm sales-tax handling for SaaS by state.]
Automatic renewal
Paid plans renew automatically at the end of each monthly or annual billing period, and your payment method will be charged the then-current price until you cancel. We’ll show the renewal price and date in Plan & Billing, send a reminder before each renewal, and email a receipt after each charge. You can cancel online anytime from Plan & Billing — no phone call required. [Counsel: confirm compliance with California’s Automatic Renewal Law and other state ARLs, including annual-plan reminder timing and the post-purchase acknowledgment email.]
Free trials
If your plan includes a free trial, you won’t be charged until the trial ends. We’ll remind you before the trial ends. If you don’t cancel before the trial ends, your paid subscription begins automatically. One trial per customer.
Upgrades and downgrades
Upgrades take effect immediately and are prorated — you’ll be charged the difference for the remainder of the current period. Downgrades take effect immediately for features and the new price applies from your next renewal. If you downgrade below your current usage (for example, number of contacts), some features may become read-only until you’re within limits.
Cancellation
When you cancel, your plan stays active until the end of the current billing period, then your account moves to the free plan. Your listings, contacts and history remain available unless you delete your account.
Refunds
[Ops/Counsel to choose a policy, e.g.: “Payments are non-refundable except where required by law. If you believe you were charged in error, contact us within 30 days.”]
Failed payments
If a payment fails, we’ll notify you and retry automatically. Paid features remain available for a grace period of [7] days, after which they pause until payment is updated.
Price changes
We’ll give at least [30] days’ notice before a price increase takes effect at your next renewal. You can cancel before it applies.
Payment processing
Payments are processed by Stripe, Inc. By subscribing you authorize recurring charges to your payment method. Billing questions: [billing email].