We aim to make your upgrade process as straightforward and seamless as possible. To get started, please email us your upgrade request:

Step 1: Send Us Your Upgrade Request

📩 Request an Upgrade Now!  - Get started by sending us your request.

To fulfill your order, we'll require the following details:
✔️ Salesforce Org ID (Production Org)

✔️ Order Start Date (When licenses should be active)

✔️ Number of Licenses (total licenses required)
✔️ Agreed/Expected Rate: (e.g., $7 per user/month)

✔️ Primary Contact Name, Email, and Phone (for e-signature)

✔️ Secondary Contact Name, Email, and Phone (Optional)

✔️ Company Name & Billing Address

✔️ Contract Term (1, 2, or 3 years)

Step 2: Review & Sign the Order Form

• You’ll receive an Order Form based on your request.
• Simply sign and return it to confirm your order.

Step 3: License Provisioning & Payment

• Once we receive your signed Order Form, we’ll activate your licenses.
• An invoice will be sent based on the agreed payment terms.

💡 Important Notes:

✔️ Licenses cannot be provisioned without a signed Order Form.

✔️ Payments are made upfront via wire transfer (other options available upon request).

✔️ Multi-year contracts can save on user pricing.

Need Help? Email us with any questions. We’re happy to assist!