Upgrading Your Act On It Experience
Act On It offers two ways to upgrade and manage licenses:
1. Checkout (Flexible Monthly Billing via AppExchange) – NEW!
For customers who want full control over their licensing without long-term commitments, Checkout allows you to:
✅ Upgrade instantly via credit card payment
✅ Be charged monthly instead of upfront for a full year
✅ Add or remove licenses at any time
✅ Cancel anytime via AppExchange
💡 How to upgrade using Checkout:
- Visit our AppExchange Listing
- Select the plan and number of licenses you need
- Complete the checkout process with your credit card
- Your licenses will be available immediately—no order forms, no invoicing!
See How to Upgrade Using Checkout for details.
💰 Volume Discounts:
Larger teams may be eligible for a discount. Contact us to receive a discount code that can be applied at checkout.
🚫 Long-term Commitment Discounts Not Available:
Since Checkout offers the flexibility of monthly billing, long-term (1-year+) discounts do not apply. If you’d like to commit to 2+ years for additional savings, see the Annual Savings Plan option below.
2. Annual Savings Plan (2+ Year Commitment for Discounted Rates)
For organizations that prefer to commit to a multi-year plan (2+ years) in exchange for discounted rates, we offer the Annual Savings Plan.
✅ Lower per-user pricing for 2-year and 3-year commitments
✅ Payment via wire transfer (SWIFT), Wise or Credit Card (additional fees apply)
✅ Locked-in pricing for the contract duration
💡 How to upgrade via the Annual Savings Plan:
1️⃣ Send an upgrade request with details (Salesforce Org ID, number of licenses, etc.)
2️⃣ Review and sign the order form sent by our team
3️⃣ Make the upfront payment, and licenses will be provisioned
See How to Upgrade Using the Annual Savings Plan for details.
🚨 Important:
- 2-year commitments receive a 5% discount
- 3-year commitments receive a 10% discount
This option is ideal for organizations that want price stability and savings in exchange for a longer commitment.
Which Option is Right for You?
- For flexibility: Choose Checkout via AppExchange
- For long-term savings (2+ years): Choose the Annual Savings Plan by contacting us
