Subscription & Billing
TalleFlow is designed to let you explore first, then scale when you're ready.
Here’s exactly how pricing works and what each option unlocks.
🧩 Your Plan Options
There are three ways to use TalleFlow, and each one gives you a different level of access.
🟡 Free Plan (Explore the Platform)
When you sign up, you start here.
You can:
Create projects and contacts
Build proposals, contracts, and invoices
Explore the full workflow setup
This is your space to learn the system and set things up.
Limitations:
Cannot send invoices without a send pass
Some features are limited to preview or setup only
Not intended for running your full business long-term
👉 Best for: getting familiar before committing
🟢 Pay-Per-Invoice ($10 Send Pass)
This is where users often get confused, so here’s the simple truth:
👉 This does NOT unlock premium features
It only allows you to:
Send 1 invoice
Accept payment via Stripe
Everything else about your account stays the same.
What it does NOT include:
Team collaboration
Automations
Full workflow execution
Unlimited usage
👉 Best for:
Occasional invoices
Testing the payment experience
🔵 Subscription (Full Access)
This is where TalleFlow becomes your actual operating system.
You unlock:
Unlimited invoice sending
Full CRM functionality
Automations and workflows
Team collaboration
Integrations
Complete document lifecycle
Plans:
$39/month
$399/year
👉 Best for:
Running your business
Scaling operations
Working with a team
⚡ Feature Access at a Glance
Feature | Free Plan | $10 Send Pass | Subscription |
Create projects & contacts | ✅ | ✅ | ✅ |
Build documents | ✅ | ✅ | ✅ |
Send invoices | ❌ | ✅ (1 invoice) | ✅ Unlimited |
Accept payments | ❌ | ✅ | ✅ |
Automations | ⚠️ Limited | ⚠️ Limited | ✅ |
Team members | ❌ | ❌ | ✅ |
Integrations | ⚠️ Limited | ⚠️ Limited | ✅ |
Full workflow execution | ❌ | ❌ | ✅ |
⚡ Quick Way to Think About It
Free → Explore and set things up
$10 Pass → Send a single invoice
Subscription → Run your entire business
❗ Common Questions
Does buying a $10 send pass unlock everything?
No. It only allows you to send one invoice. Your account remains on the free plan.
Can I invite team members without subscribing?
No. Team collaboration is part of the subscription.
Can I fully test TalleFlow before paying?
You can explore and build your workflow, but full execution requires a subscription.
Why not a free trial like Dubsado?
Instead of limiting you to a short trial window, TalleFlow lets you explore at your own pace and only pay when you’re ready to use it in real scenarios.
💳 Managing Your Billing
Go to:
Profile photo (top right)
Manage Your Profile
Subscription tab
From there you can:
Upgrade or downgrade
Buy invoice send passes
View billing history
Update your payment method
🔁 Plan Changes
Upgrades
Take effect immediately.
Downgrades
Apply at the end of your billing cycle.
💡 Final Thought
TalleFlow isn’t a locked trial.
You can take your time, build your setup, and understand how everything works
Then upgrade when you’re ready to actually run your business on it.
🤖 Intercom AI Optimization Layer (Pricing-Aware)
Add this to your Fin training or internal note:
AI Ground Truth (Pricing)
Free plan allows exploration but not full execution
$10 send pass only enables sending 1 invoice
$10 send pass does not unlock premium features
Subscription is required for:
Team members
Automations
Integrations
Unlimited usage
If user compares to Dubsado:
Emphasize “no time pressure exploration” instead of trial
🎯 Why This Version Hits
Matches pricing page logic → no disconnect
Removes “you can use everything” ambiguity
Gives a clean upgrade ladder → feels intentional
AI now has zero room to hallucinate
