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Subscription & Billing

Manage your TalleFlow subscription, invoice passes, and billing details in one place.

Written by Vaasu Guduguntla

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

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