Subscription Plans & Upgrades

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Subscription Plans Overview

SamSearch offers three subscription tiers designed to grow with your business:

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Plan Comparison

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Feature Matrix

Feature	Starter	Pro	Enterprise
AI Federal Opportunity Search	✅	✅	✅
AI Profile	✅	✅	✅
AI Opportunity Chat	✅	✅	✅
Opportunity Insights	✅	✅	✅
AI Attachment Summary	✅	✅	✅
Scheduled Search Queries	✅	✅	✅
Project Management Journey	✅	✅	✅
AI Chat With Your Documents	✅	✅	✅
Chat Support	✅	✅	✅
AI-Powered State, Local and Education Search	❌	✅	✅
AI-Powered DIBBS & Forecasts	❌	✅	✅
AI-Powered Prime & Subcontractor Search	❌	✅	✅
AI-Powered Partnership Search	❌	✅	✅
AI-Powered Grants Search	❌	✅	✅
AI-Powered SBIR/STTR Search	❌	✅	✅
AI-Powered Proposal Generator	❌	✅	✅
AI-Powered Proposal Editor	❌	✅	✅
Deep-AI Opportunity Match Analysis	❌	✅	✅
Government Contracting CRM	❌	✅	✅
Video Support	❌	✅	✅
5 Seats	❌	❌	✅
Dedicated Support	❌	❌	✅
Custom Proposal Templates	❌	❌	✅
Team 1:1 Onboarding	❌	❌	✅
Custom Training for Your Team	❌	❌	✅

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Choosing the Right Plan

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For Individual Contractors

Start with Starter Plan:

• Starter Plan: Perfect for getting started with government contracting
• Includes all core AI features for federal opportunities
• AI-powered search, chat, and document analysis
• Project management journey tracking

Consider upgrading to Pro when:

• You need access to state, local, and education opportunities
• You want AI-powered proposal generation
• You need partnership and subcontractor search capabilities
• You require grants and SBIR/STTR search features

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For Small Businesses

Start with Starter or Pro Plan:

• Starter Plan: If you focus primarily on federal opportunities
• Pro Plan: If you need comprehensive opportunity coverage across all sectors

Consider upgrading to Enterprise when:

• You have a team of 5+ people
• You need custom proposal templates
• You want dedicated support and training
• You require team onboarding and collaboration features

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For Large Organizations

Start with Pro or Enterprise Plan:

• Pro Plan: If you need comprehensive AI tools and multi-sector search
• Enterprise Plan: If you need team collaboration and dedicated support

Enterprise features include:

• 5 team seats included
• Dedicated support (priority chat + video)
• Custom proposal templates
• Team 1:1 onboarding
• Custom training for your team

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Upgrading Your Plan

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How to Upgrade

1. Access Upgrade Page: Go to the Upgrade tab in your account
2. Choose Your Plan: Select the plan that best fits your needs
3. Review Features: Compare features and pricing
4. Enter Payment Info: Provide credit card or payment method
5. Confirm Upgrade: Review and confirm your upgrade
6. Start Using: Access new features immediately

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Upgrade Benefits

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Immediate Access

• New Features: Access all features in your new plan immediately
• No Downtime: Seamless transition with no service interruption
• Data Preservation: All your existing data and settings are preserved
• Pro-Rated Billing: Only pay for the portion of the month you use

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Enhanced Capabilities

• More Searches: Save unlimited searches and queries
• Better Alerts: Customize notification preferences
• AI Tools: Generate proposals and get AI assistance
• Team Features: Collaborate with team members
• Advanced Analytics: Track performance and optimize

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Upgrade Considerations

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Business Needs

• Current Usage: Are you hitting limits on your current plan?
• Feature Requirements: Do you need features not in your current plan?
• Team Growth: Are you adding team members?
• Business Goals: Will the upgrade help achieve your objectives?

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Cost Analysis

• ROI Calculation: Will the upgrade pay for itself?
• Feature Value: Are the new features worth the additional cost?
• Usage Patterns: Will you use the new features enough?
• Competitive Advantage: Does the upgrade give you an edge?

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Managing Your Subscription

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Account Management

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Current Plan Details

• Plan Type: See your current plan and features
• Billing Cycle: Monthly or annual billing information
• Next Billing Date: When your next payment is due
• Usage Statistics: How you’re using your current plan
• Feature Limits: Current usage vs. plan limits

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Billing Information

• Payment Methods: Manage credit cards and payment methods
• Billing Address: Update billing and tax information
• Invoices: Access and download billing invoices
• Payment History: View past payment transactions
• Tax Documents: Access tax-related documents

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Subscription Changes

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Upgrading

• Plan Selection: Choose a higher tier plan
• Feature Access: Get immediate access to new features
• Billing Adjustment: Pro-rated billing for the current month
• Data Migration: Seamless transition of all data

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Downgrading

• Plan Selection: Choose a lower tier plan
• Feature Loss: Some features may become unavailable
• Data Preservation: Your data is preserved
• Billing Adjustment: Changes take effect at next billing cycle

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Cancellation

• Service Continuation: Service continues until end of billing period
• Data Export: Export your data before cancellation
• Reactivation: Easy to reactivate if you change your mind
• Final Billing: No additional charges after cancellation

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Getting Help

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Upgrade Support

If you need help with subscription plans:

1. Check the Help Button: Use the help icon for guided tours
2. Review Documentation: Refer to this guide for detailed information
3. Contact Support: Reach out to our support team
4. Watch Tutorials: Access video guides and demonstrations

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Common Questions

Q: Can I change plans at any time? A: Yes, you can upgrade, downgrade, or cancel your plan at any time. Q: What happens to my data if I downgrade? A: Your data is preserved, but some features may become unavailable. Q: Is there a long-term contract? A: No, all plans are month-to-month with no long-term commitment. Q: Can I get a refund if I’m not satisfied? A: We offer a 14-day money-back guarantee for all paid plans. Q: Do you offer discounts for annual billing? A: Yes, annual billing includes a discount compared to monthly billing. Q: Can I have multiple users on one account? A: Professional and Enterprise plans support multiple team members. Q: What payment methods do you accept? A: We accept all major credit cards and can accommodate other payment methods for Enterprise plans. Q: Is there a free trial? A: Yes, all paid plans include a 14-day free trial with no credit card required. Choose the plan that best fits your current needs and upgrade as your business grows. SamSearch is designed to scale with you!