Upgrading or downgrading your plan
A Tender Navigator plan is changed from the Subscription page or the Pricing page. From Basic, an upgrade is bought through Stripe checkout and applies once the payment is confirmed. Between Standard and Premium the Stripe billing portal confirms the change: an upgrade applies immediately, a downgrade is scheduled for the end of the paid period. Going back to Basic is scheduled the same way and can be undone until then.
Last updated Published 4 min read
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. It is the one place a plan is changed there, Basic included; the current plan card above it has Manage billing for the payment method, billing details and invoices.
- 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.
How each change is made
| From | To | How | When it applies |
|---|---|---|---|
| Basic | Standard or Premium | Stripe checkout | As soon as the payment is confirmed |
| Standard | Premium | Stripe billing portal | Immediately |
| Premium | Standard | Stripe billing portal | At the end of the paid period |
| Standard or Premium | Basic | Downgrade on the Basic card, in Tender Navigator | At the end of the paid period |
Upgrades
From Basic, Upgrade opens Stripe checkout for the plan you chose, because Basic has no subscription that could be changed. After the payment the Subscription page confirms the activation ("Welcome aboard!") and updates what your account may do, so the features of the new plan - publishing your supplier profile, for one - are available at once, without signing out and in again.
From Standard to Premium, 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 never takes away what you have paid for: it is scheduled for the end of the current paid period, and until then the plan you have stays the current plan.
- Premium to Standard opens the billing portal on the confirmation screen. Afterwards the Subscription page shows a Plan downgrade scheduled banner with the date, and Cancel plan change releases the schedule after a confirmation.
- To Basic, from Standard or Premium, is done in Tender Navigator itself and ends the paid subscription at the end of the period. See Cancelling your subscription.
In both cases the target plan is marked Next plan in the comparison and the other plan buttons are locked until the scheduled change is cancelled.
When a downgrade takes effect, the features of the higher plan are withdrawn the same way, without signing out.
Before a downgrade takes effect, check how many filters are active. The lower plan allows fewer, so pause the ones you need least and keep the ones that matter running.
One change at a time
While a change is scheduled, no second one can be started. Cancel the scheduled change first: Cancel plan change for a change between paid plans, or Keep Standard or Keep Premium for a downgrade to Basic. The plan buttons work again at once.
If you are on an older plan
Plans that are no longer offered stay valid. The Subscription page marks them Legacy plan, and Manage billing, upgrades, downgrades and the way to Basic work as on any other plan.
- On an older Standard or Premium plan, the card of the same plan in the comparison offers Transition to current Standard or Transition to current Premium. It opens the Stripe billing portal on the change to the current product, like any change between paid plans.
- On an older Basic plan that is still a Stripe subscription (at no cost), the Basic card offers Transition to new Basic. After one confirmation the Stripe subscription ends at the end of its period and the account continues on the new Basic plan, with the same limits and no payment method on file. Until then, Keep current subscription undoes it.
A plan that is no longer offered shows no list price on the Subscription page: what it costs is on the next invoice.
The Stripe portal in general
Manage billing on the Subscription page of a paid plan opens the Stripe billing portal without a preselected change. Use it for payment methods, billing details and invoices; see Invoices and payment methods. The button is hidden while a change is scheduled, and it does not exist on Basic, which has nothing to bill.
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 why every account is on a plan.
- Cancelling your subscriptionHow to leave a paid Tender Navigator plan: Downgrade on the Basic card of the plan comparison, the offer to stay shown first, the required reason, what Downgrade to Basic scheduled means, how to keep the plan after all, and what Basic includes afterwards.
- Invoices and payment methodsWhere to find invoices in Tender Navigator, how to download them, refunded payments, the upcoming payment preview of a paid plan, and how to change the card through the Stripe billing portal. Basic has no payments of its own.
- Subscribing to a planHow a Tender Navigator plan starts: Basic is active after the email confirmation with no checkout and no credit card; Standard and Premium are bought through Stripe checkout. VAT, the activation confirmation, and a payment still in progress.