Shorter Loop Help Center
HomeAPI ReferencesRelease NotesKnowledge Base
HomeAPI ReferencesRelease NotesKnowledge Base
Sign In
  1. Billing & plan management
  • Shorter Loop Help Center
  • Gettting Started
    • How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide
  • Capabilites
    • Beyond the Double Diamond: The Ultimate End-to-End Product Management Framework with Shorter Loop
    • Discover
      • How to start with Product Discovery?
      • Product Vision
        • How do I access the Product Vision Canvas in Shorter Loop?
        • How do I create and manage personas directly from the Product Vision Canvas?
        • What are the key components of an effective Product Vision Canvas?
        • What are Connected Canvases and how do they work in Shorter Loop?
        • How do I unlink target groups from personas, and what are the implications?
        • How does the AI-powered content generation work in the Product Vision Canvas?
        • How do I define the 'Product' section of the Product Vision Canvas?
        • How do I set effective 'Business Objectives' in the Product Vision Canvas?
        • How should I structure my Vision Statement for maximum impact?
        • How do I collaborate effectively with my team using the Product Vision Canvas?
        • How do I measure the success and impact of my Product Vision Canvas?
        • How can I use colors to highlight and organize cards in the Product Vision Canvas?
      • User Persona
        • How do I access and navigate the User Persona Canvas in Shorter Loop?
        • How do I create a new User Persona from scratch?
        • How do I add and customize demographic fields for my persona?
        • What is the recommended sequence for completing persona key elements?
        • How do I create Value Propositions that address my persona's needs?
        • How do I upload attachments and research files to generate automatic insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights
      • Business Model
  • Product Integrations
    • Jira
      • Set up 2-way Jira Sync with Shorter Loop for Epics, Features, and Stories
      • Why is Shorter Loop a more comprehensive product management solution than Jira?
      • Can feedback be linked to the original Sprint ticket from which the idea was generated?
      • Is there a way to bucketize items by status, like in progress, testing, etc.?
      • How to reopen closed work items and tickets in Shorter Loop and Jira integration?
      • If I have editor access in Shorter Loop but not in JIRA, can I still access or make changes in JIRA through Shorter Loop?
      • If I have access to JIRA but not Shorter Loop, and make changes in JIRA, will it reflect in Shorter Loop?
      • Shouldn't we categorize an issue into development only after linking it to JIRA?
      • So, if we raise an issue in Shorter Loop, will it go and become a ticket in JIRA?
      • Is it possible to see the Jira status of the work item in Shorter Loop?
      • Does the change in status in Shorter Loop make the changes in Jira?
      • How to fix Jira API token authentication issues in Shorter Loop integration?
      • Does Shorter Loop provide nesting like Jira?
      • Is there a visual way to see parent-child work items (like nesting in Jira) at once in Shorter Loop (like a board)?
      • Does Shorter Loop provide freedom to create multiple levels of hierarchy (nesting) in Product Backlog?
      • What’s the difference between nesting in Jira and Shorter Loop?
      • What changes appear in Jira if you delete any work item from Shorter Loop’s Backlog?
  • Using Shorter Loop
    • How to Create a Strategy Board in Shorter Loop?
    • How to Create a Roadmap in Shorter Loop?
    • Does Shorter Loop Support Other weight-based prioritization methods, such as customizing the weights other than effort/value, spread intensity, RICE, etc.?
    • Does Shorter Loop provide migration assistance?
    • How to apply Filters on the Roadmap?
    • How to Save or Share a Roadmap in one Click?
    • How to Build a Product Backlog?
    • Persona Canvas: Understand Your Target Users
    • How to create a Prioritization Matrix? - Shorter Loop
    • How to create a User Story Map? - Shorter Loop
    • How to Integrate Slack with Shorter Loop?
    • How to Create a Document in Shorter Loop? - Shorter Loop
    • How to Collaborate on Digital Whiteboard?
    • How to Use Idea Manager in an End-to-End Product Journey?
    • How to view the version history?
    • How to Share or Delete the particular Whiteboard?
    • How to start with Product Discovery? - Shorter Loop
  • Account Settings
    • Billing & plan management
      • How to Upgrade Your Trial to an Active Plan
      • Can I change my subscription plan after the trial?
      • What happens to my product discovery data during plan changes?
      • How does seat billing work for teams?
      • Can I pause my Shorter Loop subscription?
      • What are the feature limits and restrictions for each plan?
      • How to Upgrade to a Paid Plan? - Shorter Loop
      • How to Upgrade to a Paid Plan?
    • Profile Management
      • Subscription
        • How to access Subscription Settings in Shorter Loop dashboard?
        • What information is displayed in the Subscription Summary section?
        • How to add new products to your Shorter Loop subscription?
        • How to manage users and assign roles in your Shorter Loop subscription?
        • How to view and manage your subscription plan details?
        • How to manage AI & Storage in your Shorter Loop subscription?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to change your subscription name and logo in Shorter Loop?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to update payment methods and view billing history in Shorter Loop?
        • How to upgrade or downgrade your Shorter Loop subscription plan?
        • How to remove or deactivate users from your Shorter Loop subscription?
        • What happens when you reach your AI & Storage limit in Shorter Loop?
      • Product
        • How to access Product Settings and manage product-specific configurations?
        • What information is displayed in the Product Summary section?
        • How to manage users and assign roles within a specific product?
        • How does product-level AI & Storage management work compared to subscription-level?
        • What happens when you invite new members to a product vs the subscription?
      • Team
        • How to access and navigate to team management in Shorter Loop?
        • How to create and manage teams within a product?
        • How to manage team members and assign roles within a specific team?
        • How to invite new members to a team and manage bulk operations?
        • How to delete teams and understand the impact on work items?
      • User
        • How to edit and update your user profile settings in Shorter Loop?
        • How to change your email address in Shorter Loop account settings?
        • What is the difference between Display Name and Full Name in Shorter Loop profile settings?
        • How to change your password in Shorter Loop dashboard after login?
        • How to upload and change your profile picture in Shorter Loop?
    • Team Management
      • Adding New Members to Your Shorter Loop
      • What are the different user roles in Shorter Loop and what permissions does each role have?
      • How do I invite new members to my Shorter Loop account?
      • How do I change a team member's role or permissions?
      • How do I add members to specific products in my subscription?
      • How do I manage team members within a specific team?
      • How do I view and manage all members in my account?
      • What's the difference between subscription-level and product-level member access?
      • How do I deactivate or reactivate team members?
      • Can the same person have different roles in different products or teams?
      • What happens when I invite someone who's already in my subscription to a new product or team?
      • Can a subscription member be part of multiple Shorter Loop subscriptions?
  1. Billing & plan management

Can I change my subscription plan after the trial?

Shorter Loop's is designed to evolve with your team's changing product strategy needs, offering complete plan flexibility both during and after your trial period.

Plan Changes During Your Trial Period#

Immediate Upgrades Available: You don't need to wait for your 14-day trial to end. You can upgrade to any paid plan at any time during your trial period. This is particularly valuable when:
Your product team grows unexpectedly and needs more capabilities
You discover advanced product metrics features that require a higher-tier plan
Your product strategy becomes more complex and demands enterprise-level tools
You want to lock in annual pricing discounts before your trial expires
Seamless Mid-Trial Transitions: When you upgrade during your trial, you'll immediately gain access to premium features while your remaining trial days convert to account credit. For example, if you upgrade to the Scaleup plan on day 7 of your trial, you'll receive credit for the remaining 7 days, ensuring you get full value from your investment.

Post-Trial Plan Flexibility#

Unlimited Plan Changes: After your trial converts to a paid subscription, Shorter Loop maintains complete flexibility for your needs:

Upgrading Your Product Management Plan#

When to Consider Upgrading:
Team Growth: As you hire more product managers, UX researchers, or data analysts
Advanced Product Discovery: When you need sophisticated user research and validation tools
Complex Product Strategy: For multi-product portfolios requiring advanced strategic planning features
Enhanced Product Metrics: When basic analytics no longer meet your data-driven decision-making needs
Upgrade Process:
1.
Access your subscription settings anytime
2.
Select "Change Plan" to view available options
3.
Choose your new plan (Startup → Scaleup → Enterprise)
4.
Changes take effect immediately with prorated billing adjustments

Downgrading Your Product Management Plan#

Strategic Downgrades: Sometimes scaling back makes business sense:
Budget Optimization: During economic downturns or budget reallocation periods
Team Size Reduction: After organizational restructuring or project completion
Feature Simplification: When you realize you don't need advanced product discovery or product strategy tools
Downgrade Considerations:
Data Preservation: All your product metrics, research insights, and strategic documents remain accessible
Feature Limitations: Some advanced features may become read-only but remain viewable
Re-upgrade Path: You can always upgrade again when your needs expand

Billing and Timing for Plan Changes#

Prorated Billing System#

Fair Pricing Model: Shorter Loop uses sophisticated prorated billing that ensures you only pay for what you use:
Upgrade Billing: When upgrading, you pay the difference between plans, prorated for the remaining billing period
Downgrade Credits: When downgrading, you receive account credits for the unused portion of your higher-tier plan
Immediate Access: Plan changes take effect instantly, not at the next billing cycle

Strategic Timing for Plan Changes#

Optimal Upgrade Timing:
Early in Billing Cycle: Maximize value from premium features
Before Major Product Launches: Ensure you have advanced product metrics and product discovery tools ready
During Team Expansion: Upgrade before onboarding new product managers to avoid workflow disruptions
Smart Downgrade Timing:
End of Billing Cycle: Minimize financial impact while maintaining access to premium features
After Project Completion: When intensive product strategy work concludes
Budget Planning Periods: Align with fiscal year or quarterly budget reviews

Plan Change Impact on Your Product Management Workflow#

Data and Configuration Continuity#

Zero Data Loss Guarantee: Regardless of plan changes, your subscription maintains:
Complete Product Metrics History: All KPIs, dashboards, and analytics remain intact
Product Discovery Archives: User research, interviews, and validation data stay accessible
Product Strategy Documents: Roadmaps, PRDs, and strategic plans remain available
Team Collaboration History: Comments, decisions, and workflow history preserved

Feature Access Management#

Intelligent Feature Scaling: When changing plans, Shorter Loop intelligently manages feature access:
During Upgrades:
Immediate Feature Unlock: New capabilities become available instantly
Enhanced Integrations: Access to premium integrations
Advanced Analytics: Deeper product metrics and reporting capabilities
Expanded Team Collaboration: More seats and collaboration tools
During Downgrades:
Graceful Feature Limitation: Premium features become read-only rather than disappearing
Data Export Options: Download advanced reports before losing access
Core Functionality Maintained: Essential product discovery and product strategy tools remain active

Enterprise and Custom Plan Options#

Enterprise Plan Flexibility#

White-Glove Plan Management: Enterprise customers receive dedicated support for plan optimization:
Quarterly Plan Reviews: Regular assessments of your usage
Custom Feature Packages: Tailored combinations of product discovery, product strategy, and product metrics tools
Volume Discounting: Scaled pricing for large product organizations
Migration Assistance: Expert help during major plan transitions

Custom Billing Arrangements#

Flexible Payment Terms: For larger organizations, Shorter Loop offers:
Annual Prepayment Discounts: Significant savings for committed usage
Multi-Year Agreements: Locked pricing for long-term strategic planning
Department-Specific Billing: Separate billing for different product teams or business units
Usage-Based Scaling: Plans that automatically adjust based on actual product metrics and product discovery activity

Best Practices for Product Management Plan Changes#

Strategic Planning for Plan Changes#

Quarterly Plan Reviews: Establish regular reviews of your needs:
1.
Usage Analytics: Review which product discovery and product strategy features your team uses most
2.
Team Growth Projections: Anticipate hiring needs and plan capacity accordingly
3.
Budget Alignment: Ensure your plan fits within product team budget allocations
4.
Feature Gap Analysis: Identify missing capabilities that might require plan upgrades

Communication and Change Management#

Team Notification Process: When changing plans, ensure smooth transitions:
Advance Notice: Inform your product team about upcoming plan changes
Feature Training: Provide training on new capabilities after upgrades
Workflow Adjustments: Help team members adapt to any feature limitations after downgrades
Documentation Updates: Update internal processes to reflect new capabilities
The bottom line: Shorter Loop's is built for flexibility. Whether you need to upgrade during your trial, scale up after rapid team growth, or optimize costs during budget constraints, you have complete control over your plan at any time. This flexibility ensures your product strategy, product discovery, and product metrics capabilities always align with your business needs and team size.
Ready to explore plan options? Access your subscription settings or contact our product success team for personalized plan recommendations based on your specific requirements.
Modified at 2025-06-24 12:24:55
Previous
How to Upgrade Your Trial to an Active Plan
Next
What happens to my product discovery data during plan changes?
Built with