Testing the workspace
Free
$0
Try structured document generation with light monthly usage.
5 AI-generated documents per month
Basic templates
PDF export
Pricing
Choose the workspace that fits your document volume
Generate executive-ready PDFs, branded Word documents, client portal workflows, and data intelligence reports from one business workspace.
Solo operators and consultants
Pro
$12/mo
Build branded business documents, portals, and exports.
250 AI-generated documents per month
Brand kits
DOCX export
Premium templates
Client portals and e-signatures
Client payments and intake forms
Small teams and agencies
Business
$39/mo
Run team workflows, approvals, data reports, and operations.
1000 AI-generated documents per month
Team workspaces
Approval workflows
Ask your business (AI Q&A)
Public API and SSO
Plan Comparison
| Feature | Free | Pro | Business |
|---|---|---|---|
| AI document generation | 5/mo | 250/mo | 1000/mo |
| Structured PDF export | Included | Included | Included |
| DOCX (Word) export | Upgrade | Included | Included |
| Premium templates | Upgrade | Included | Included |
| Brand kits | Upgrade | Included | Included |
| Client portals and e-signatures | Upgrade | Included | Included |
| Client payments and intake forms | Upgrade | Included | Included |
| Contract tracking | Upgrade | Included | Included |
| Data intelligence | Sample data | Included | Team reports |
| AI agents, automations and scheduled runs | Upgrade | Included | Included |
| Teams and approvals | Upgrade | Upgrade | Included |
| Ask your business (AI Q&A) | Upgrade | Upgrade | Included |
| Public API | Upgrade | Upgrade | Included |
| SSO (SAML) | Upgrade | Upgrade | Included |
Upgrade Prompt
Upgrade to Pro for DOCX exports, premium templates, brand kits, and portal notifications.
Upgrade Prompt
Upgrade to Business for teams, approval workflows, and enterprise analytics.
Upgrade Prompt
Enterprise controls keep audit exports and SSO sign-in in one place.
Start with Pro, upgrade when the team workflow is ready.
Pro unlocks the core branded document workflow. Business adds the operating layer: teams, approvals, analytics, and enterprise controls.
Explore Use Cases
See how the workspace fits consulting, agency, finance, HR, and legal workflows.