The App Is Free. Expert Help Is Optional.

No. If your scope is obvious, you can go straight into Quick Start, Standard, or Custom Implementation.

Blueprint is for teams that need clarity first: which templates matter, what automation is required, where security or data model risks live, and which package actually fits. If you move forward within 30 days, the Blueprint fee is credited toward implementation.

Time spent doing work on your behalf — building templates, configuring DocGen, writing flows, debugging, joining a working call. We round to the nearest 15 minutes.

What doesn't count: a quick Slack reply confirming we got your message, scheduling logistics, or general "how do I" questions answered with a link to the docs. If you're not sure, ask — we err on your side.

We don't surprise-bill you. If you're approaching your monthly cap, we'll tell you before the next chunk of work and give you the choice: bump up a tier, queue it for next month, pay overage at our standard rate, or just pause.

Specifics — overage rates, true-ups, and how we handle large requests — get spelled out in your service agreement before you sign.

Unused hours carry forward up to 2x your monthly allotment. So Essential (2 hrs) caps rollover at 4, Growth (5 hrs) at 10, Priority (10 hrs) at 20.

Rollover hours expire when your billing term ends (annual or semi-annual). They don't survive a tier change downward.

Priority is for one customer's mission-critical DocGen workflows. Enterprise is for multi-org coverage, ISV or consultant delivery, white-label support, custom SLA language, procurement review, and reserved capacity.

That tier is scoped as a custom agreement because a consultant supporting five client orgs and an enterprise rolling DocGen across business units should not be forced into the same fixed hour bucket.

When you message us, you tell us how impactful the issue is. Sev-1 is "we can't ship documents." Sev-2 is "something's broken but we have a workaround." Sev-3 is "I have a question or want to change something." We don't gatekeep severity — if your team is blocked, it's Sev-1.

Sev-1 has the fastest response and is the only severity covered after-hours via the emergency channel. Sev-2 and Sev-3 are handled during extended business hours. The Sev-1 emergency channel is for genuine emergencies, not for "can you change this field by Monday."

Plans run for the term you committed to — six months for semi-annual, twelve for annual. The 6-month minimum is the entry point; annual gets the better rate for committing longer. Pricing is shown as a per-month equivalent so it's easy to compare, but billing happens at the start of each term.

If your situation changes meaningfully (acquisition, business closure, the person who championed DocGen left), reach out. We've never enforced a cancellation against someone in good faith.

Upgrade any time — we prorate the difference and you start using the new bucket immediately.

Downgrade at the end of your current term (semi-annual or annual). We won't trap you, but we also need predictable capacity to keep response times honest.

The plans are scoped to DocGen and the Salesforce work directly around it — fields, flows, page layouts, permission sets, automations that touch document generation.

Broader Salesforce admin or development work is available on a project basis (Custom Implementation, or hourly). We'll be straight with you about scope on the call.

Yes. We have a separate nonprofit program with its own pricing and free options for verified 501(c)(3)s. See the nonprofit page or mention it on your call.