How to Upgrade Workspace Plans in Qualz.ai

Upgrade your Qualz.ai workspace – learn how to move from Standard to Professional or Enterprise tier to unlock advanced features, multiple workspaces, and expanded team collaboration.

What is Workspace Plan Upgrade?

Workspace plan upgrade allows you to move from a lower tier to a higher tier, unlocking additional features, capabilities, and limits. Upgrading gives you access to more workspaces, team members, and research tools.

Available upgrade paths:

Standard → Professional – Unlock multiple workspaces and advanced features
Standard → Enterprise – Get enterprise-grade security and unlimited scale
Professional → Enterprise – Add SSO, compliance, and dedicated support

Why Upgrade Your Workspace?

Unlock Multiple Workspaces

Standard limitation: 1 workspace only Professional benefit: Create multiple workspaces for different clients or projects

Expand Team Collaboration

Standard limitation: Limited member management Professional benefit: Up to 10 members per workspace with advanced roles

Remove Research Limits

Standard limitations:

Maximum 2 interviews
Maximum 2 surveys

Professional benefits:

Unlimited interviews and surveys
No research restrictions

Access Premium Features

Professional exclusive features:

Priority support
Advanced analytics
Dedicated onboarding
Discounted credit purchases (25% off)

Enterprise exclusive features:

SSO integration
GDPR and SOC2 compliance
Custom workflows
Dedicated account representative

Step 1: Access Workspace Subscription Plans

Navigate to your workspace plan management area.

Open Plan Section

Click on your workspace name in the top-left corner
Navigate to workspace overview
Click the "Plan" tab in the navigation bar
Or click "Overview" and scroll to subscription section

You'll see:

Current workspace tier (Standard, Professional, Enterprise)
Member count
Credit balance
"Workspace Subscription Plans" heading

Step 2: Choose Billing Frequency

Decide between monthly or yearly billing for Professional tier.

Select Billing Cycle

Monthly Billing Tab:

$199.99/month
Billed monthly
Cancel anytime
Monthly credit allocation (2,000 credits)

Yearly Billing Tab:

$1,999.00/year
Billed annually
Save 16.67% compared to monthly
Yearly credit allocation (20,000 credits)

Toggle between tabs:

Click "MONTHLY BILLING" or "YEARLY BILLING" toggle
Pricing updates automatically
Review features for selected billing cycle

Step 3: Click "Select Plan" to Upgrade

Initiate the upgrade process by selecting your desired plan.

Select Professional Plan

Review Professional plan features (monthly or yearly)
Click the "Select Plan" button
A confirmation dialog appears

Step 4: Confirm Plan Change

Review and confirm your upgrade decision.

Confirmation Dialog

"Confirm Plan Change" modal displays:

Message: "Great Choice! Professional tier unlocks powerful premium features designed to take your experience to the next level. We can't wait for you to explore what's ahead!"

Pricing information:

"You will be charged $1999.00/year minus any applicable refunds for your current tier."
(Amount varies based on monthly vs. yearly selection)

Cancellation policy: "You can cancel anytime by going to 'Manage Billing' in your Workspace plan."

Action buttons:

"Cancel" – Return without upgrading
"Confirm" – Proceed to payment

Confirm the Upgrade

Read the confirmation message carefully
Note the pricing amount
Understand cancellation policy
Click "Confirm" to proceed

Step 5: Complete Payment

Process payment to finalize your workspace upgrade.

Payment Checkout Page

Subscription Details:

Subscribe to Professional

Amount: $1,999.00 (yearly) or $199.99 (monthly)
Plan: Professional - Regular Subscription With Discounts
Billing: Billed annually or monthly

Pricing Breakdown:

Subtotal: $1,999.00 (or $199.99)
Add promotion code (optional)
Total due today: $1,999.00 (or $199.99)

Payment Methods Available:

💳 Card (Visa, Mastercard, Amex, JCB)
💵 Cash App Pay
Klarna (Buy now, pay later)
🏦 Bank ($5 back offer)

Quick Payment Options:

Link (pay with saved card)
Amazon Pay (use Amazon account)

Complete Payment

Verify the subscription amount
Select your preferred payment method
Enter payment details
Add promotion code if available
Click "Subscribe" button
Payment processes securely

Step 6: Upgrade Confirmation

Receive confirmation that your upgrade was successful.

Success Message

"Thank you for your purchase 🎉"

Confirmation details:

Green checkmark icon with credit card symbol
Message: "The payment has been processed successfully, and credits have been added to your account. you can return to previous tab for any unsaved changes."
"Close" button to return to workspace