This guide provides technical instructions for the modification and expansion of your IUSign Enterprise subscription to meet evolving organizational requirements.
Prerequisites
- Assigned Owner or Admin role within the tenant.
- Note: Only the Owner (Primary Admin) can finalize financial transactions.
Strategic Overview
As your organization's digital signature volume and complexity grow, transitioning to higher subscription tiers allows for the activation of advanced governance and automation features. IUSign is designed to scale from individual professional use to global enterprise deployments. Upgrading your plan provides immediate access to increased transaction volumes, additional user seats, and high-performance tools such as Bulk Send, Public Links, and API/Webhook integrations.
Implementation Sequence
1. Assessing Organizational Requirements
Review your current consumption and feature requirements via the Admin Dashboard → Usage Telemetry. Common indicators for an upgrade include:
- Capacity Limit: Approaching the maximum number of user seats in your current tier.
- Workflow Complexity: Requirement for automated mass distribution (Bulk Send).
- Integration Requirement: Need for programmatic access (API/Webhooks) or SSO (Single Sign-On).
- Branding Governance: Requirement for full white-labeling and custom SMTP integration.
2. Execution of the Upgrade Protocol
Navigate to Admin Dashboard → Subscription & Billing.
- Select Change Plan or Upgrade.
- Tier Comparison: Review the functional differentiators between the available tiers (Solo, Growth, Enterprise).
- Seat Configuration: Define the total number of licenses required for your team.
- Billing Cycle Selection: Choose between Monthly or Annual billing (Annual cycles typically offer a 15-20% efficiency discount).
3. Financial Finalization
Select the new plan and confirm the pro-rated adjustment:
- Pro-Rated Calculation: IUSign automatically calculates the difference between your old and new plan for the remainder of the current billing cycle.
- Immediate Activation: Premium features and additional seats are activated instantaneously upon successful payment processing.
Custom Enterprise Requirements
For organizations with highly specialized requirements (e.g., 5,000+ seats, custom data residency, or HIPAA compliance), IUSign offers Custom Enterprise Solutions.
- Select the Contact Sales action within the billing module.
- A dedicated Enterprise Account Executive will be assigned to coordinate your technical and compliance review.
- Service Level Agreements (SLA): Custom plans include guaranteed uptime and prioritized technical support.
Technical Specifications: Tier Scaling
| Feature Category | Solo | Growth | Enterprise |
|---|---|---|---|
| Max Users | 1 | 5 - 25 | Unlimited (Tiered) |
| Automation Suite | Public Links | Bulk Send | Full API / Webhooks |
| Security Suite | Standard MFA | Team Roles | SSO / Custom SAML |
| Branding | Portal Logo | Email Logo | Full White-Labeling |
Diagnostic and Resolution Protocols
| System Exception | Probable Cause | Resolution Protocol |
|---|---|---|
| Upgrade action greyed out | Permission constraint | Ensure you are the Owner of the tenant. Standard Admins cannot authorize financial changes. |
| Seat count limit reached | Tier cap | If you need more seats than the standard Growth plan allows, transition to the Enterprise tier. |
| Payment declined | Bank restriction | Verify your payment instrument details or contact your financial institution to authorize the IUSign transaction. |