Simple pricing built for closing more deals.
Start free. Upgrade when you're ready.
Free
- 10 tracked links per month
- 1 recipient per link
- All three modes (Sales, Marketing, Customer Success)
- Basic engagement tracking (opens, page views, dwell time)
- WarmDoc-branded viewer
Pro
- Unlimited tracked links
- Up to 10 recipients per link
- Bulk send up to 25 recipients per link
- All three modes with full features
- Forwarding detection alerts
- Conversion tracking
- CSV and Excel bulk upload
- Marketing notifications (daily, weekly, monthly)
- CS account health signals and health change alerts
- Co-branded viewer
- Zapier integration (connect 5,000+ tools)
Team
- Everything in Pro
- Up to 50 recipients per link
- Bulk send up to 500 recipients per link
- Full campaign organization (Marketing mode)
- Account-centric organization with health scoring (CS mode)
- Team dashboard (aggregate view across all users)
- Custom branding
- Whitelabel option
- Priority support
Larger team? Contact sales for volume pricing.
Compare plans
| Feature | Free | Pro | Team |
|---|---|---|---|
| Tracked links per month | 10 | Unlimited | Unlimited |
| Recipients per link | 1 | 10 | 50 |
| Bulk send limit | – | 25 | 500 |
| Multi-recipient tracking | – | ||
| Forwarding detection | – | ||
| Coaching suggestions | |||
| Conversion tracking | – | ||
| Marketing mode alerts | – | ||
| CS mode alerts | – | ||
| Zapier integration | – | ||
| Custom branding | – | – | |
| Whitelabel option | – | – | |
| Account health scoring | – | – | |
| Campaign management | – | – | |
| Team dashboard | – | – | |
| Priority support | – | – |
Switching from DocSend or PandaDoc?
Reach out and we'll help you move your content over personally. No wasted time on manual uploads.
Questions, answered.
Can I switch tiers later?
Yes. Upgrade or downgrade any time from your account settings. Changes take effect on your next billing cycle.
Do I need a credit card to start?
No. The Free tier gives you 10 tracked links a month with no card required. Add one only when you're ready for Pro.
How does team billing work?
Team plans are billed per user, per month or year. Teams under 25 seats can start self-serve. Larger teams can contact sales for volume pricing.
Can I cancel anytime?
Pro plans cancel at the end of your current billing period, and you keep access until then. Team plans require 60 days notice.
What counts as a tracked link?
One link is one document you upload and share. Sending the same deck to five people on Pro still counts as one link with five recipient views.
Is my data private?
Your documents and your recipients' viewing data belong to you. We don't sell data. Read the full details on our privacy page.