Upgrading or downgrading your plan
An existing Tender Navigator subscriber changes plan from the Subscription page or the Pricing page, which open the Stripe billing portal on a confirmation screen for the target plan. An upgrade takes effect immediately; a downgrade is scheduled for the end of the current billing cycle and shows as Plan change scheduled until then, with a Cancel plan change action.
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Where to change plan
- Subscription page in the dashboard: the plan comparison shows Upgrade or Downgrade on each other plan and Current plan on yours.
- Pricing page: the same buttons appear when you are signed in.
- The Upgrade button in the dashboard topbar, when a higher plan exists.
Corporate is arranged through a demo rather than a button.
Upgrades
An Upgrade opens the Stripe billing portal directly on the confirmation screen for the target plan. Confirm there, and the new plan applies immediately: the Subscription page returns, confirms the change ("Plan updated"), and your new active-filter allowance and evaluations are available at once.
Downgrades
A Downgrade opens the same confirmation screen, but the change is scheduled for the end of the current billing cycle so that you keep what you paid for. Until then:
- the Subscription page shows a Plan change scheduled banner naming the direction and the date;
- the target plan is marked as the next plan in the comparison, and the other buttons are locked;
- Cancel plan change in the banner or the comparison releases the schedule after a confirmation.
When the downgrade takes effect, make sure the number of active filters fits the new plan; filters beyond the allowance cannot stay active.
Changing plan on a cancelled subscription
If your subscription is set to end (Cancellation scheduled), the buttons read Renew to upgrade and Renew to downgrade: Tender Navigator renews the subscription first and then opens the portal for the change, in one click.
The Stripe portal in general
Manage billing on the Subscription page opens the Stripe billing portal without a preselected change. Use it for payment methods and invoices as well; see Invoices and payment methods.
What does not change
Filters, results, lists and profiles are kept across plan changes. Only the allowances change.
Related articles
- Plans and what they includeThe Tender Navigator plans (Basic, Standard, Premium, Corporate), what a plan controls (active filters, AI evaluations per cycle, AI assistance, more), where the current prices are, and what happens without an active plan.
- Cancelling your subscriptionHow to cancel a Tender Navigator subscription from the Subscription page, the retention offer shown first, the required reason, what Cancellation scheduled means, how to renew, and what stays accessible after the plan ends.
- Invoices and payment methodsWhere to find invoices in Tender Navigator, how to download them, refunded payments, the upcoming payment preview, and how to change the card through the Stripe billing portal.
- Subscribing to a planHow checkout works in Tender Navigator: Stripe checkout from signup, the Pricing page or the Subscription page, VAT, what the Subscription page shows while the activation is confirmed, and what to do if it says the payment is still being processed.