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  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 automated insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights?
        • How do I effectively name and organize User Personas?
      • Business Model
        • How do I access and start creating my Business Model Canvas in Shorter Loop?
        • Can I collaborate with my team on the same Business Model Canvas?
        • How does the Business Model Canvas integrate with other Shorter Loop discovery tools?
        • What's the difference between the Canvas, Notes, and Experiments tabs in the Business Model section?
        • How do I use the "+ ADD" buttons effectively to build comprehensive business model sections
        • Can I export or share my Business Model Canvas with investors and stakeholders?
        • How does Shorter Loop's Business Model Canvas help me identify new revenue opportunities?
        • What makes Shorter Loop's Business Model Canvas different from free alternatives like Strategyzer?
        • How do I connect my User Persona Canvas with the Business Model Canvas?
      • Feedback Manager
        • How do I access the Feedback Manager in Shorter Loop?
        • What is Shorter Loop's Ideas & Issues system and how does it organize feedback?
        • What does the main Feedback Manager dashboard show me?
        • How do I turn ideas and issues into actionable work items?
        • How do I disconnect or unlink work items from ideas?
        • What information can I see in the work item quick view?
        • How do I filter and sort ideas and issues?
        • How do I create new ideas and issues?
        • How does voting work in the Feedback Manager?
        • What makes Shorter Loop's connected canvas approach unique?
        • How do I manage categories and organize feedback effectively?
        • What are Collections and how do they help organize feedback?
        • How does AI-powered collection generation work?
        • How do I create custom collections manually?
        • What can I do within a collection page?
        • How do I publish and manage collection visibility?
        • How does the AI summarization feature work?
        • How do I create opportunities from collection insights?
        • How does the "Identify more opportunities" feature work?
        • What types of opportunities does the AI identify?
        • How do I convert AI-identified opportunities into actionable work item?
        • How does opportunity status tracking work in Shorter Loop?
        • How does the "Connect to work item" feature integrate with product backlogs?
        • What makes Shorter Loop's opportunity identification unique?
        • How do I manage settings for my Feedback Portal, including custom domains and categories?
        • How do I control and customize the status of Ideas and Issues in Shorter Loop?
        • How can I import existing feedback and invite users to the Feedback Portal?
        • How do I manage and utilize User Segments in Shorter Loop?
        • How to Integrate Slack with Shorter Loop?
        • How do I manage my Shorter Loop profile, connect Slack, and view my voting activity?
  • 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 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

How to Upgrade Your Trial to an Active Plan

Transform your Shorter Loop trial into a powerful, active subscription and unlock the full potential of our AI-driven product management platform. This comprehensive guide walks product managers and team leads through the seamless process of converting your trial account into a paid subscription, ensuring your product strategy and product discovery workflows remain uninterrupted.

Why Shorter Loop is the Leading Product Management Platform#

Shorter Loop empowers product teams with advanced product metrics tracking, continuous product discovery frameworks, and data-driven product strategy tools. When you sign up, you automatically receive access to our Scaleup Yearly plan with a 14-day free trial – giving you complete access to explore how our platform revolutionizes product management workflows.

What Makes Our Product Management Platform Different#

AI-powered product metrics dashboard for real-time insights
Continuous product discovery tools that streamline user research
Strategic product planning features that align teams around shared goals
Advanced analytics that turn data into actionable product decisions

Step 1: Access Your Product Management Platform Settings#

To manage your subscription and ensure uninterrupted access to your product strategy tools:
1.
Navigate to your avatar menu in the top-right corner of your product management dashboard
2.
Select "Subscription Settings" from the dropdown menu
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Step 2: Review Your Current Product Management Subscription#

Your subscription summary provides a complete overview of your product management platform access, including:
Current plan: Scaleup (optimized for growing product teams)
Active users and seats: Track your product team size
Billing period: Annual billing for maximum value
Trial end date: Ensure continuous access to product discovery tools
Platform features: Full access to product metrics and strategy tools
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Step 3: Choose the Right Product Management Plan for Your Team#

Shorter Loop offers three product management platform tiers designed for different team sizes and product strategy needs:

Plan Comparison for Product Management Teams#

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We offer 2 months trial on yearly plans.
Startup Plan - $180/user/year
Perfect for small product teams beginning their product discovery journey
Essential product metrics tracking
Basic product strategy templates
Ideal for: 1-2 product managers, early-stage startups
Scaleup Plan - $300/user/year ⭐ Most Popular
Designed for growing product teams scaling their product management platform usage
Advanced product discovery frameworks
Comprehensive product metrics analytics
Strategic planning tools for complex product strategy development
Ideal for: 3-10 product managers, scaling SaaS companies
Enterprise Plan - Custom Pricing
Full-featured product management platform for large organizations
Unlimited product discovery capabilities
Custom product metrics dashboards
Advanced product strategy collaboration tools
Dedicated support and training
Ideal for: 10+ product managers, enterprise organizations

Switching Plans During Your Trial#

You can freely switch between any product management platform plan during your 14-day trial period. This flexibility allows you to:
Test different product strategy features
Evaluate product discovery tool limitations
Assess product metrics reporting needs
Determine the right fit for your product team size

Step 4: Optimize Your Product Team Seat Management#

Accessing Seat Management for Your Product Management Platform#

Proper seat management ensures your entire product team has access to essential product discovery and product strategy tools:
1.
Locate the "Manage Seats" button in your subscription settings
2.
Click "Manage Seats" to open the seat management interface
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Configuring Seats for Maximum Product Management Efficiency#

Our seat management system is designed specifically for product management platform scalability:
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Seat Management Features:
Dynamic scaling: Increase or decrease seats as your product team grows
Real-time pricing: See exactly how seat changes affect your product management platform costs
Flexible billing: Choose between yearly or monthly billing cycles
Tax-inclusive pricing: Complete transparency in your product management investment

Advanced Billing Information for Product Management Teams#

Understanding Product Management Platform Billing Cycles#

Our billing system is optimized for product management platform users:
Prorated pricing: Only pay for what you use, when you use it
Trial-to-paid transition: Seamless conversion without service interruption
Next-cycle billing: Changes take effect on your next billing cycle
Product team scaling: Automatic adjustments as you invite new product managers

Smart Seat Management for Product Teams#

During Trial Period:
Invite product managers freely – seats auto-increase
Test product discovery workflows with your full team
Evaluate product strategy collaboration features
Access all product metrics with unlimited users
After Trial Conversion:
Pay only for active product team members
Inactive users don't count toward billing
Scale seats up or down based on actual product management platform usage

Seamless Trial-to-Paid Conversion#

Your product management platform access continues uninterrupted:
Automatic conversion: Trial converts to paid subscription after 14 days
Manual upgrade option: Activate paid plan anytime during trial
Settings preservation: All product strategy configurations remain intact
Data continuity: Product metrics and product discovery data transfers seamlessly

Maximizing Your Product Management Platform Investment#

Essential Next Steps for Product Teams#

1.
Audit your product strategy needs: Ensure your plan supports your product discovery requirements
2.
Right-size your seats: Optimize costs while maintaining full product team access
3.
Configure payment methods: Set up reliable billing for uninterrupted product management platform access
4.
Onboard your product team: Invite product managers before trial expiration

Getting the Most from Your Product Management Platform#

Explore product discovery features: Set up continuous user research workflows
Configure product metrics dashboards: Track KPIs that matter to your product strategy
Implement product strategy templates: Standardize planning across your product team
Leverage AI insights: Use our advanced analytics for data-driven product decisions

Frequently Asked Questions About Product Management Platform Billing#

Q: Can I change my product management plan after the trial?
A: Yes, you can upgrade or downgrade your product management platform plan anytime to match your product strategy needs.
Q: What happens to my product discovery data during plan changes?
A: All your product metrics, product discovery insights, and product strategy documents remain intact during any plan transition.
Q: How does seat billing work for product management teams?
A: You're only charged for active product managers who use the platform. Inactive users don't count toward your product management platform costs.
Q: Can I pause my product management platform subscription?
A: While we don't offer pause options, you can downgrade to our Startup plan to maintain access to essential product discovery and product strategy tools at a lower cost.

Ready to transform your product management approach? Your product management platform subscription will automatically activate at the end of your trial period, ensuring continuous access to industry-leading product strategy, product discovery, and product metrics tools.
Need help with your product management platform setup? Contact our product success team for personalized onboarding assistance.
Modified at 2025-06-24 12:20:14
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