<p style="text-align: justify">In 2025, we introduced a new pricing and packaging structure across all <strong>Pipedrive</strong> plans.</p>
<p style="text-align: justify">These changes reflect how the product has evolved, bringing key features and usage limits closer to how teams use <strong>Pipedrive</strong> today.</p>
<hr>
<h2 style="text-align: justify">Why did we make these changes?<a name="why-did-we-make-these-changes"></a></h2>
<p style="text-align: justify">Our goal is to simplify plan offerings, improve platform performance, and provide a more scalable experience for businesses of all sizes.</p>
<hr>
<h2 style="text-align: justify">What changed?<a name="what-changed"></a></h2>
<p style="text-align: justify">You’ll notice changes in both the <strong>plan names</strong> and their structure. The new plans are:</p>
<ul>
 <li><strong>Lite</strong></li>
 <li><strong>Growth</strong></li>
 <li><strong>Premium</strong></li>
 <li><strong>Ultimate</strong></li>
</ul>
<p style="text-align: justify">Each one is designed to reflect the tools, limits, and scale appropriate for that stage of business growth.</p>
<p style="text-align: justify">Here’s how existing plans transition:</p>
<table><tbody><tr><td><div style="text-align: center"><strong>Essential</strong></div></td><td><div style="text-align: center"><strong>Lite</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Advanced</strong></div></td><td><div style="text-align: center"><strong>Growth</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Professional and </strong><strong>Power</strong></div></td><td><div style="text-align: center"><strong>Premium</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Enterprise</strong></div></td><td><div style="text-align: center"><strong>Ultimate</strong></div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">From Essential to Lite<a name="from-essential-to-lite"></a></h2>
<p style="text-align: justify">If you’re on the <strong>Essential</strong> plan, <strong>Lite</strong> gives you added tools and higher limits with no major changes to how you work in <strong>Pipedrive</strong>.</p>
<h3 style="text-align: justify">What’s new in Lite?<a name="what-s-new-in-lite"></a></h3>
<ul>
 <li><strong>Deal card customization</strong><br>Choose what information shows in your pipeline view to highlight key fields, reduce clutter, and review deals faster.</li>
 <li><strong>Enforced two-factor authentication (2FA)</strong><br>Admins can now require users to log in using 2FA, ensuring compliance and reducing security risks.</li>
 <li><strong>Web to mobile calls</strong><br>Click any number in the web app and complete the call on your mobile device, with the call logged automatically.</li>
 <li><strong>Higher lead and deal limits</strong><br><strong>Essential:</strong> 2,000 active leads + deals per user<br><strong>Lite:</strong> 2,500 per user</li>
</ul>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If you’re above Essential’s limits, moving to Lite means you can keep your data without interruption.</div>
<h3 style="text-align: justify">How to switch from Essential to Lite?<a name="how-to-switch-from-essential-to-lite"></a></h3>
<p style="text-align: justify">Go to <strong>Billing &gt; Manage subscription</strong> in your account settings.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Switching to <strong>Lite</strong> will update your subscription to <strong>Pipedrive</strong><strong>’s</strong> latest list pricing.</div>
<hr>
<h2 style="text-align: justify">From Advanced to Growth<a name="from-advanced-to-growth"></a></h2>
<p style="text-align: justify">If you're on the <strong>Advanced</strong> plan, <strong>Growth</strong> adds tools for better forecasting, automation and lead tracking while keeping your existing workflows intact.</p>
<h3 style="text-align: justify">What’s new in Growth?<a name="what-s-new-in-growth"></a></h3>
<ul>
 <li><strong>Forecast view and reports</strong><br>Visualize and plan future revenue with:
 <ul>
 <li>Forecast view (revenue by pipeline stage)</li>
 <li>Forecast reports (project revenue over time)</li>
 </ul>
 </li>
 <li><strong>Sequences</strong><br>Build structured, repeatable lead-nurturing workflows using manual emails and follow-up tasks.</li>
 <li><strong>Contacts timeline</strong><br>View a chronological record of emails, calls, and meetings to understand relationship history and personalize outreach.</li>
 <li><strong>Also included</strong>
 <ul>
 <li>Deal card customization</li>
 <li>Enforced 2FA</li>
 <li>Web to mobile calls</li>
 </ul>
 </li>
</ul>
<h3 style="text-align: justify">Higher limits<a name="higher-limits"></a></h3>
<table>
 <tbody><tr><th><div style="text-align: center">Feature</div></th><th><div style="text-align: center">Advanced</div></th><th><div style="text-align: center">Growth</div></th></tr>
 <tr><td><div style="text-align: center">Leads + Deals (per user)</div></td><td><div style="text-align: center">4,000</div></td><td><div style="text-align: center">5,000</div></td></tr>
 <tr><td><div style="text-align: center">Reports</div></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">50</div></td></tr>
 <tr><td><div style="text-align: center">If/else steps (per automation)</div></td><td><div style="text-align: center">1</div></td><td><div style="text-align: center">3</div></td></tr>
</tbody></table>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If you’re currently above the Advanced plan’s limits, switching allows you to keep your data without disruption.</div>
<h3 style="text-align: justify">How to switch from Advanced to Growth?<a name="how-to-switch-from-advanced-to-growth"></a></h3>
<p style="text-align: justify">Go to <strong>Billing &gt; Manage subscription</strong> in your account settings.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Switching to <strong>Growth</strong> will update your subscription to <strong>Pipedrive</strong><strong>’s</strong> latest list pricing.</div>
<hr>
<h2 style="text-align: justify">From Professional to Premium<a name="from-professional-to-premium"></a></h2>
<p style="text-align: justify">If you’re currently on the <strong>Professional</strong> plan and looking for more flexibility and advanced tools, the <strong>Premium</strong> plan offers enhanced functionality, broader limits and additional collaboration features without requiring major changes to your workflow.</p>
<h3 style="text-align: justify">What’s new in Premium?<a name="what-s-new-in-premium"></a></h3>
<ul>
<li>
<p><strong>LeadBooster included</strong><br>
Gain access to powerful lead generation tools:</p>
<ul>
<li>
<p><strong>Chatbot</strong>: Engage visitors in real time</p>
</li>
<li>
<p><strong>Live Chat</strong>: Connect users to real support</p>
</li>
<li>
<p><strong>Prospector</strong>: Source leads from a global database</p>
</li>
<li>
<p><strong>Web Forms</strong>: Capture traffic and turn it into contacts</p>
</li>
</ul>
</li>
<li>
<p><strong>Custom scoring and enrichment</strong><br>
Automate your lead qualification process with:</p>
<ul>
<li>
<p style="text-align: justify">Scoring based on deal fit</p>
</li>
<li>
<p style="text-align: justify">Enrichment using firmographic data (e.g., industry, revenue)</p>
</li>
</ul>
</li>
<li>
<p style="text-align: justify"><strong>Team inbox</strong><br>
Collaborate on email conversations using shared inboxes like sales@yourcompany.com while maintaining visibility and ownership.</p>
</li>
<li>
<p style="text-align: justify"><strong>Also included</strong></p>
<ul>
<li>
<p style="text-align: justify"><strong>Projects</strong>: Manage post-sale tasks inside Pipedrive</p>
</li>
<li>
<p style="text-align: justify"><strong>Enforced 2FA</strong>: Ensure account-wide login security</p>
</li>
</ul>
</li>
</ul>
<h3>Higher limits<a name="higher-limits-1"></a></h3>
<table>
 <tbody><tr><th><div style="text-align: center">Feature</div></th><th><div style="text-align: center">Professional</div></th><th><div style="text-align: center">Premium</div></th></tr>
 <tr><td><div style="text-align: center">API tokens</div></td><td><div style="text-align: center">90,000</div></td><td><div style="text-align: center">150,000</div></td></tr>
 <tr><td><div style="text-align: center">Leads + Deals (per company)</div></td><td><div style="text-align: center">10,000</div></td><td><div style="text-align: center">15,000</div></td></tr>
 <tr><td><div style="text-align: center">Reports (per user)</div></td><td><div style="text-align: center">150</div></td><td><div style="text-align: center">250</div></td></tr>
 <tr><td><div style="text-align: center">Active automations</div></td><td><div style="text-align: center">100</div></td><td><div style="text-align: center">150</div></td></tr>
 <tr><td><div style="text-align: center">If/else steps (per automation)</div></td><td><div style="text-align: center">5</div></td><td><div style="text-align: center">10</div></td></tr>
 <tr><td><div style="text-align: center">Email syncs (per user)</div></td><td><div style="text-align: center">2</div></td><td><div style="text-align: center">3</div></td></tr>
 <tr><td><div style="text-align: center">Teams (per company)</div></td><td><div style="text-align: center">3</div></td><td><div style="text-align: center">15</div></td></tr>
 <tr><td><div style="text-align: center">Custom visibility groups</div></td><td><div style="text-align: center">3</div></td><td><div style="text-align: center">15</div></td></tr>
 <tr><td><div style="text-align: center">Custom permission sets</div></td><td><div style="text-align: center">2</div></td><td><div style="text-align: center">15</div></td></tr>
 <tr><td><div style="text-align: center">Sequences</div></td><td><div style="text-align: center">5</div></td><td><div style="text-align: center">10</div></td></tr>
</tbody></table>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If you're over any <strong>Professional</strong> plan limits, moving to <strong>Premium</strong> allows you to keep working without removing data.</div>
<h3 style="text-align: justify">How to switch from Professional to Premium?<a name="how-to-switch-from-professional-to-premium"></a></h3>
<p style="text-align: justify">Go to <strong>Billing &gt; Manage subscription</strong> in your account settings.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The <strong>Premium</strong> plan may have a higher monthly cost than <strong>Professional</strong>. For accurate pricing, visit our <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>.</div>
<hr>
<h2 style="text-align: justify">From Power to Premium<a name="from-power-to-premium"></a></h2>
<p style="text-align: justify">If you’re currently on the <strong>Power</strong> plan, the <strong>Premium</strong> plan offers more flexibility, higher customization limits and additional lead generation tools while maintaining your current workflows.</p>
<h3 style="text-align: justify">What’s new in Premium?<a name="what-s-new-in-premium-1"></a></h3>
<ul><li><strong>LeadBooster included</strong><br>
With <strong>Premium</strong>, you’ll have access to:
<ul>
<li>
<p><strong>Chatbot</strong></p>
</li>
<li>
<p><strong>Live Chat</strong></p>
</li>
<li>
<p><strong>Prospector</strong></p>
</li>
<li>
<p><strong>Web Forms</strong></p></li></ul></li>
<li>
<p><strong>Higher limits for permission sets and data enrichment</strong><br>
You’ll have more flexibility to configure access and enrich your contact data.</p></li><li><p><strong>Enforced 2FA included</strong></p></li></ul>
<div><strong><br></strong></div>
<table>
 <tbody><tr><th><div style="text-align: center">Feature</div></th><th><div style="text-align: center">Power</div></th><th><div style="text-align: center">Premium</div></th></tr>
 
 
 
 
 
 
 
 
 <tr><td><div style="text-align: center">Custom permission sets (per company)</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">15</div></td></tr>
 <tr><td><div style="text-align: center">Enrichment credits</div></td><td><div style="text-align: center">50</div></td><td><div style="text-align: center">100</div></td></tr>
</tbody></table>
<h3 style="text-align: justify">How to switch from Professional to Premium?<a name="how-to-switch-from-professional-to-premium-1"></a></h3>
<p style="text-align: justify">Go to <strong>Billing &gt; Manage subscription</strong> in your account settings.</p>
<div class="support-note success primary"><strong>Note:</strong> Switching to <strong>Premium</strong> will update your subscription to <strong>Pipedrive</strong><strong>’s</strong> latest list pricing.</div>
<hr>
<h2 style="text-align: justify">From Enterprise to Ultimate<a name="from-enterprise-to-ultimate"></a></h2>
<p style="text-align: justify">If you’re on the <strong>Enterprise</strong> plan, the <strong>Ultimate</strong> plan offers similar tools but with newly introduced limits, aimed at keeping the platform scalable and reliable for all users.</p>
<h3 style="text-align: justify">What’s different in Ultimate?<a name="what-s-different-in-ultimate"></a></h3>
<table>
 <tbody><tr><th><div style="text-align: center">Feature</div></th><th><div style="text-align: center">Enterprise</div></th><th><div style="text-align: center">Ultimate</div></th></tr>
 <tr><td><div style="text-align: center">Custom fields</div></td><td><div style="text-align: center">Unlimited</div></td><td><div style="text-align: center">500</div></td></tr>
 <tr><td><div style="text-align: center">Reports (per user)</div></td><td><div style="text-align: center">Unlimited</div></td><td><div style="text-align: center">500</div></td></tr>
 <tr><td><div style="text-align: center">Teams (per company)</div></td><td><div style="text-align: center">Unlimited</div></td><td><div style="text-align: center">25</div></td></tr>
 <tr><td><div style="text-align: center">Custom visibility groups</div></td><td><div style="text-align: center">Unlimited</div></td><td><div style="text-align: center">25</div></td></tr>
 <tr><td><div style="text-align: center">Custom permission sets</div></td><td><div style="text-align: center">Unlimited</div></td><td><div style="text-align: center">25</div></td></tr>
</tbody></table>
<h3 style="text-align: justify">Why are limits being introduced?<a name="why-are-limits-being-introduced"></a></h3>
<p style="text-align: justify">These limits reflect industry best practices and are designed to:</p>
<ul>
 <li>Keep the platform stable and performant</li>
 <li>Ensure consistent usability across all accounts</li>
 <li>Prevent excessive configuration that could reduce overall system reliability</li>
</ul>
<p style="text-align: justify">The goal is to make sure <strong>Pipedrive</strong> remains efficient and scalable for everyone.</p>
<div class="support-note success primary"><strong>Note:</strong> Ultimate is generally priced lower than Enterprise. For current rates, see our <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>.<br></div>

<h3 style="text-align: justify">How to switch from Enterprise to Ultimate?<a name="how-to-switch-from-enterprise-to-ultimate"></a></h3>
<p style="text-align: justify">Go to <strong>Billing &gt; Manage subscription</strong> in your account settings.</p>
<div class="support-note success primary"><strong>Note:</strong> Switching to <strong>Ultimate</strong> will update your subscription to <strong>Pipedrive</strong><strong>’s</strong> latest list pricing.</div>

What’s new in Pipedrive plans?

why-did-we-make-these-changes

Why did we make these changes?

what-changed

What changed?

from-essential-to-lite

what-s-new-in-lite

What’s new in Lite?

how-to-switch-from-essential-to-lite

How to switch from Essential to Lite?

From Essential to Lite

from-advanced-to-growth

what-s-new-in-growth

What’s new in Growth?

higher-limits

Higher limits

how-to-switch-from-advanced-to-growth

How to switch from Advanced to Growth?

From Advanced to Growth

from-professional-to-premium

what-s-new-in-premium

What’s new in Premium?

higher-limits-1

how-to-switch-from-professional-to-premium

How to switch from Professional to Premium?

From Professional to Premium

from-power-to-premium

what-s-new-in-premium-1

how-to-switch-from-professional-to-premium-1

From Power to Premium

from-enterprise-to-ultimate

what-s-different-in-ultimate

What’s different in Ultimate?

why-are-limits-being-introduced

Why are limits being introduced?

how-to-switch-from-enterprise-to-ultimate

How to switch from Enterprise to Ultimate?

From Enterprise to Ultimate

<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access. You can learn more about <strong>user management</strong> in <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">When you invite a user to join your Pipedrive account and give them <a href="https://support.pipedrive.com/article/global-user-management#deals-app" target="_blank" rel="noreferrer noopener">deals app access</a>, that new user will occupy a seat in your Pipedrive account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Dealseat.png" alt=""></figure>
<ul>
<li><strong>If you add a new user and already have an open seat in your account, </strong>then that user will occupy that open seat. In this case, nothing in the account’s billing information will change.</li>
<li><strong>If you don’t have an open seat in your account</strong>, adding a user will increase the billed seat count in your subscription. This means you’ll be billed immediately after the seat has been added to your account. You’ll see a prorated charge that reflects the time remaining in your current subscription cycle.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/addseat.png" alt=""></figure>
<p style="text-align: justify">For example, if your monthly <strong>Premium plan</strong> billing cycle started on July 14th and you add an extra seat on July 20th, you’ll be charged the prorated amount of the time left of the current cycle for your extra seat on July 20th. On August 14th, Pipedrive will bill you the total amount for the users on the monthly Premium plan.</p>
<p style="text-align: justify">You’ll see these changes and your billing update in your checkout summary.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/checkout.png" alt=""></figure>
<p style="text-align: justify">To understand the difference between a billed seat and a Pipedrive user, check out <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat" target="_blank" rel="noreferrer noopener">this article</a>. You can find details about costs on our <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>.</p>

What happens to my billing when I add a user in Pipedrive?

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>account settings access</strong>. You can learn more about <strong>user management</strong> in <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">If your team size has reduced and you’re not replacing a deactivated user, consider removing their unused seat from your subscription. </p>
<p style="text-align: justify">Staying on top of your seat count ensures you’re only billed for team members who actively use Pipedrive.</p>
<hr>
<h2 style="text-align: justify">Removing a seat<a name="removing-a-seat"></a></h2>
<p style="text-align: justify">To remove an unused seat, you’ll first need to <strong>deactivate the user</strong> from your account. <a href="https://support.pipedrive.com/article/how-can-i-deactivate-or-reactivate-a-user" target="_blank" rel="noreferrer noopener">This article</a> explains how to do so.</p>
<p style="text-align: justify">While deactivating a user, you’ll see a summary of all items owned by that user and a reminder to <a href="https://support.pipedrive.com/en/article/viewing-and-reassigning-the-data-of-a-deactivated-user" target="_blank" rel="noreferrer noopener">reassign their data</a>.</p>
<p style="text-align: justify"><span style="text-align: left">When you tick the checkbox under <strong>remove unused seats</strong>, you’ll ensure that the user’s seat is removed from your subscription at the next renewal date.</span></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Removeseat.png" alt=""></figure>
<p style="text-align: justify">Click <strong>“Deactivate user”</strong> and follow the checkout steps to confirm the seat removal. </p>
<h3 style="text-align: justify">Removing a seat of a deactivated user<a name="removing-a-seat-of-a-deactivated-user"></a></h3>
<p style="text-align: justify">If you leave the checkmark unticked during deactivation, the deactivated user’s seat will be kept. You can remove it later by opening the <strong>account menu</strong> in the top right corner and selecting the <strong>“<a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a>”</strong> tab.</p>
<p style="text-align: justify">In your billing overview, you’ll see your user count, current subscription cost and your active plan.</p>
<p style="text-align: justify">Next to the cost of your current plan, you have the option to <strong>manage seats</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/manageseats2.png" alt=""></figure>
<p style="text-align: justify">When you click on <strong>“Manage seats”</strong>, you’ll see a pop-up where you can edit the seat count. After reducing your seat count, you’ll additionally see a note confirming that the change will take effect in your next billing cycle, along with the exact billing date.</p>
<p style="text-align: justify">To save your changes, click on <strong>“Proceed to checkout”</strong> and complete the entire billing flow.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/seatschange.png" alt=""></figure>
<p style="text-align: justify">You can learn more about billing changes when deactivating a user in Pipedrive in <a href="https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-deactivate-a-user-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</p>

How can I remove seats?

removing-a-seat

removing-a-seat-of-a-deactivated-user

Removing a seat of a deactivated user

Removing a seat

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access. You can learn more about <strong>user management</strong> in <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<p style="text-align: justify">When you <a href="https://support.pipedrive.com/en/article/how-can-i-deactivate-or-reactivate-a-user" target="_blank" rel="noreferrer noopener">deactivate a user</a>, a pop-up will appear showing the data assigned to that user and offering the option to remove the unused seat. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Removeseat.png" alt=""></figure>
<ul>
<li><strong>If you remove this unused seat</strong>, the change will take effect at the beginning of your next billing cycle. If you add a new user to that seat before the new billing cycle, the seat will remain and won’t be removed.</li>
<li><strong>If you don’t remove this unused seat</strong>, it will remain in your account and your billing will remain unchanged</li>
</ul>
<p style="text-align: justify">To remove seats for already deactivated users, open the <strong>account menu</strong> at the top right corner and go to <strong>Billing &gt; Manage seats</strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/manageseats2.png" alt=""></figure>
<p style="text-align: justify">Select the number of seats you’d like to have on your account. </p>
<p style="text-align: justify">Seat downgrades will take effect at the beginning of your next billing cycle. If you assign these seats to new users before the cycle starts, they won’t be removed.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/seatschange.png" alt=""></figure>

What happens to my billing when I deactivate a user in Pipedrive?

<p style="text-align: justify">Top-ups are paid add-ons that let you increase the limit of specific <strong>Pipedrive</strong> features.</p>
<p style="text-align: justify">They’re designed to give your team more flexibility, so you can scale your usage without needing to upgrade your plan.<br></p>
<hr>
<h2 style="text-align: justify">What are top-ups?<a name="what-are-top-ups"></a></h2>
<p style="text-align: justify">Top-ups allow you to increase the limits of certain Pipedrive features, like <a href="https://support.pipedrive.com/article/insights-report-types" target="_blank" rel="noreferrer noopener">reports</a>, <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">automations</a>, or <a href="https://support.pipedrive.com/article/what-is-api" target="_blank" rel="noreferrer noopener">API tokens</a>.</p>
<p style="text-align: justify">Each top-up adds a fixed number of additional units and can be purchased in multiples, up to a set maximum depending on the feature.</p>
<p style="text-align: justify">Users with account settings <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permissions</a> enabled can manage top-ups directly in their <strong>Billing</strong> settings.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/top%20ups%20add%20ons.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Top-up prices vary depending on your <strong>billing frequency</strong> (monthly or annual). You’ll see the full cost when selecting the add-on. For more details, visit our <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>.</div>
<hr>
<h2 style="text-align: justify">Available top-ups<a name="available-top-ups"></a></h2>
<table><thead><tr><th><div style="text-align: center"><strong>Top-up type</strong></div></th><th><div style="text-align: center"><strong>Top-up quantity</strong></div></th><th><div style="text-align: center"><strong>Maximum</strong></div></th><th><div style="text-align: center"><strong>Available from</strong></div></th></tr></thead><tbody><tr><td><div style="text-align: center"><strong>API tokens</strong></div></td><td><div style="text-align: center">+250,000</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Growth plan</div></td></tr><tr><td><div style="text-align: center"><strong>Leads + Deals</strong></div></td><td><div style="text-align: center">+25,000</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Growth plan</div></td></tr><tr><td><div style="text-align: center"><strong>Reports</strong></div></td><td><div style="text-align: center">+50</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Growth plan</div></td></tr><tr><td><div style="text-align: center"><strong>Automations</strong></div></td><td><div style="text-align: center">+50</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Growth plan</div></td></tr><tr><td><div style="text-align: center"><strong>Teams</strong></div></td><td><div style="text-align: center">+10</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Premium plan</div></td></tr><tr><td><div style="text-align: center"><strong>Custom visibility groups</strong></div></td><td><div style="text-align: center">+10</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Premium plan</div></td></tr><tr><td><div style="text-align: center"><strong>Custom permission sets</strong></div></td><td><div style="text-align: center">+10</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">Premium plan</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">How to buy top-ups<a name="how-to-buy-top-ups"></a></h2>
<p style="text-align: justify">To purchase a top-up:</p>
<p>
</p>
<ul><li>Go to <strong>Billing &gt; Add-ons</strong> in your company account</li><li>Scroll to find the available top-up</li><li>Add them to your billing by activating the toggle. The add-on will turn blue once active.</li><li>Click <strong>“Review purchase”</strong> at the bottom of the page to open the subscription overview</li><li><strong>Confirm</strong> the purchase if everything looks correct</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/review%20top%20ups.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> If limits haven’t yet been enforced in your account, you won’t see related top-ups available until enforcement begins.</div>
<hr>
<h2 style="text-align: justify">How to remove top-ups<a name="how-to-remove-top-ups"></a></h2>
<p style="text-align: justify">To remove a top-up from your subscription:</p>
<p>
</p>
<ul><li>Go to <strong>Billing &gt; Add-ons</strong>.</li><li>Click <strong>“Manage add-ons”</strong>.</li><li>Find the active top-up and untoggle the add-on. The add-on will turn grey once active.</li><li>Click <strong>“Review purchase”</strong> at the bottom of the page</li><li>Follow the checkout flow to <strong>confirm the changes</strong></li></ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-07-15%20at%2011.05.06.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Changes will take effect at the start of your next <strong>billing cycle</strong><em>. </em>The checkout flow will display your renewal date before you confirm.</div>
<hr>
<h2 style="text-align: justify">Top-ups vs. booster packs<a name="top-ups-vs-booster-packs"></a></h2>
<p style="text-align: justify">While <strong>top-ups</strong> and <strong>booster packs</strong> both increase feature limits, they work differently.</p>
<p style="text-align: justify">If you currently use <strong>booster packs</strong>, you’ll retain access to them on your existing plan. However, you won’t be able to purchase additional ones after <strong>July 2025</strong>.</p>
<p style="text-align: justify">To increase limits beyond that date, you’ll need to switch to a new plan and use top-ups instead.</p>
<div class="support-note success primary"><strong>Note:</strong> <strong>API Tokens</strong> and <strong>Leads + Deals</strong> top-ups can still be purchased on legacy <strong>Advanced</strong><em>, </em><strong>Professional</strong><em> </em>and<em> </em><strong>Power</strong> plans.</div>
<h3 style="text-align: justify">Key differences<a name="key-differences"></a></h3>
<p>
</p>
<ul><li>Top-ups are one standard size (no standard vs. premium)</li><li>You can buy top-ups in multiples, based on your needs</li><li>Top-ups are built specifically for the new plans</li><li>Booster packs aren’t supported on new plans and will be removed if you switch</li></ul>
<p>Learn more about Pipedrive plans on our <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>.</p>

Billing: Top-ups

what-are-top-ups

What are top-ups?

available-top-ups

Available top-ups

how-to-buy-top-ups

How to buy top-ups

how-to-remove-top-ups

How to remove top-ups

top-ups-vs-booster-packs

key-differences

Key differences

Top-ups vs. booster packs

<div class="support-note primary">
<strong>Note:</strong> Only users with <strong>account settings</strong> can edit and update billing details. You can learn more about <strong>user management</strong> in <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">If you experience errors while adding your billing details, start by double-checking that all the information you’ve entered is accurate and up to date.</p>
<p style="text-align: justify">Before proceeding with the steps in this article, we recommend reviewing our <a href="https://support.pipedrive.com/en/article/troubleshooting-pipedrive-web-app" target="_blank" rel="noreferrer noopener">general troubleshooting guide</a> to rule out any cache or browser-related issues.</p>
<hr>
<h2 style="text-align: justify"> Unable to add billing details to your trial account<a name="unable-to-add-billing-details-to-your-trial-account"></a></h2>
<p style="text-align: justify">You can add your billing details to your Pipedrive trial account at any time to begin paying once the trial ends. If you get an error while entering your billing details, review the following points to troubleshoot the problem.</p>
<h3 style="text-align: justify">Location validation<a name="location-validation"></a></h3>
<p style="text-align: justify">One possible cause for the error is <strong>location validation</strong>, which we use in taxable regions to determine the correct tax rate to apply.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-16%20at%2017.58.20.png" alt=""></figure>
<p style="text-align: justify">Location validation checks whether the <strong>billing country</strong> in your address matches one of the following secondary indicators: </p>
<ul>
<li>The <strong>IP address</strong> used when entering the billing details</li>
<li>The credit card’s<strong> BIN (Bank Identification Number)</strong> </li>
</ul>
<p style="text-align: justify">If there’s no match, you won’t be able to add your billing details to Pipedrive.</p>
<h3 style="text-align: justify">Declined transactions<a name="declined-transactions"></a></h3>
<p style="text-align: justify">Another possible reason for billing errors is a <strong>declined transaction</strong>. In this case, we advise you to <strong>contact your card issuing bank</strong> to find out why the transaction was declined and check if they can allow it to go through. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202023-03-16%20at%2017%3A52%3A39.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Alternatively, you can also try to add your details with another credit or debit card.</div>
<hr>
<h2 style="text-align: justify">Unable to add your VAT ID (Europe)<a name="unable-to-add-your-vat-id-europe"></a></h2>
<p style="text-align: justify">If you can’t add your VAT ID to your account billing details, the first step is to verify that it is valid.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-16%20at%2017.33.29.png" alt=""></figure>
<p style="text-align: justify">To check if your VAT ID is valid, you should follow these steps:</p>
<ul>
<li>Navigate to the <a href="http://ec.europa.eu/taxation_customs/vies/" target="_blank" rel="noreferrer noopener">VIES website to validate VAT numbers</a></li>
<li>Select the member state (country) in the first field</li>
<li>Provide the remaining digits of the VAT number in the VAT number field</li>
<li>Select <strong>"Verify"</strong></li>
</ul>
<p style="text-align: justify">You’ll then see if your VAT ID is <strong>valid</strong> or <strong>invalid</strong>.</p>
<table><tbody>
<tr>
<td><strong>Invalid response</strong></td>
<td>You may see an error stating that the maximum number of requests for your country has been reached. This temporary VIES system limit should resolve itself, so try adding your VAT ID again after a few hours.<br>
<br>
If your VAT appears invalid, you should contact your local tax authority for more information. The relevant contact details are on the <a href="http://ec.europa.eu/taxation_customs/vies/" target="_blank" rel="noreferrer noopener"><strong>VIES website</strong></a>.</td></tr>
<tr>
<td><strong>Valid response</strong></td><td>If your VAT ID is valid but still not accepted in Pipedrive, try removing any formatting, such as dashes, hyphens, or slashes. Then, try entering it again using different formats, with or without spaces.</td></tr></tbody></table>
<p style="text-align: justify"></p>
<hr>
<h2 style="text-align: justify"> Errors when editing your subscription <a name="errors-when-editing-your-subscription"></a></h2>
<p style="text-align: justify">You may also receive errors when managing your subscription. For example, if you:</p>
<ul>
<li>Add users to your account</li>
<li>Upgrade your subscription plan</li>
<li>Add a paid add-on such as <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">LeadBooster</a></li>
</ul>
<p style="text-align: justify">Firstly, you should follow our general <a href="https://support.pipedrive.com/en/article/troubleshooting-pipedrive-web-app" target="_blank" rel="noreferrer noopener">troubleshooting guide</a> and check your billing information to ensure it is up to date and valid.</p>
<p style="text-align: justify">Errors when making these changes are often caused by an <strong>overdue invoice</strong> or a <strong>declined transaction</strong>. To proceed, ensure all recent invoices are paid since subscription changes require no outstanding payments.</p>
<p style="text-align: justify">You can learn how to view your past invoices in <a href="https://support.pipedrive.com/article/how-can-i-view-my-past-pipedrive-invoices" target="_blank" rel="noreferrer noopener">this article</a>. If the transaction is declined, please contact your card issuing bank for more information.</p>
<p style="text-align: justify">If the issue persists after these steps, please <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">contact our support team</a> for further assistance.</p>
<hr>
<h2 style="text-align: justify">Not receiving billing emails<a name="not-receiving-billing-emails"></a></h2>
<p style="text-align: justify">All invoices are sent to the <strong>billing contact’s</strong> email listed under the <strong>billing details</strong>. If you’re not receiving them, first double-check that the email address is correct.</p>
<p style="text-align: justify">You can edit your billing details by opening the <strong>account menu</strong> at the top right corner, selecting<strong> “</strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener"><strong>Billing</strong></a><strong>”</strong> and clicking on the <strong>pencil icon</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>
<p style="text-align: justify">If the billing email address is correct but you still can’t find the invoice, check your junk or spam folder to see if the email landed there. </p>
<p style="text-align: justify">If you still haven’t received the email, please <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> for further assistance. </p>

Billing troubleshooting

unable-to-add-billing-details-to-your-trial-account

location-validation

Location validation

declined-transactions

Declined transactions

Unable to add billing details to your trial account

unable-to-add-your-vat-id-europe

Unable to add your VAT ID (Europe)

errors-when-editing-your-subscription

Errors when editing your subscription

not-receiving-billing-emails

Not receiving billing emails

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you close a trial account, your data will be retrievable for 60 days. Please contact our <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support team</a> for assistance. <br></div>
<p style="text-align: justify">At Pipedrive, we provide you with a two-week trial period upon signing up for a new account. This is because we believe in our platform and think that after trying it out, you‘ll be convinced. However, if you want to cancel your trial account, here is how you can do so.</p>
<hr>
<h2 style="text-align: justify">If you haven‘t entered billing details<a name="if-you-haven-t-entered-billing-details"></a></h2>
<p style="text-align: justify">When you start your trial account, payment information is not required. However, you must enter a payment method before you can <a href="https://support.pipedrive.com/article/how-can-i-start-paying-for-pipedrive" target="_blank" rel="noreferrer noopener">start a subscription</a>. </p>
<p style="text-align: justify">If you have <strong>not</strong> entered your billing details yet and want to cancel your trial, no further action is required from you. You’ll automatically lose access once the two-week trial period has expired.</p>
<div class="support-note success primary"><strong>Note:</strong> If you’re not sure whether you have entered your billing details, you can check your <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">billing settings</a>.</strong></div>
<hr>
<h2 style="text-align: justify">If you have entered your billing details<a name="if-you-have-entered-your-billing-details"></a></h2>
<p style="text-align: justify">In a trial account, even if you have already entered your payment information, you can still cancel before your subscription starts. To cancel your trial, start by navigating to <strong>Settings &gt; <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong>.</p>
<p style="text-align: justify">From there, you can scroll down to the bottom of the screen and, under the <strong>“Need to cancel your subscription?”</strong> section, select <strong>“Cancel my subscription:”</strong><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Cancel%20my%20subscription.gif" alt=""></figure>
<p style="text-align: justify">After clicking <strong>“Cancel my subscription,”</strong> you’ll be reminded of the data currently in your account and asked to give a reason for cancellation.</p>
<p style="text-align: justify">Once you have provided your reason for leaving, you’ll be asked to complete a short questionnaire about your experience with Pipedrive. We encourage you to fill this out, as your feedback is the primary way we improve our platform.</p>
<p style="text-align: justify">Once you have completed that step, your trial will be canceled and you’ll retain access to the account until the 14-day trial period ends. </p>
<div class="support-note success primary"><strong>Note:</strong> If you have data you would like to <strong>export</strong> before closing your account, check out this <a href="https://support.pipedrive.com/en/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">guide</a>. </div>

How can I cancel my trial?

if-you-haven-t-entered-billing-details

If you haven‘t entered billing details

if-you-have-entered-your-billing-details

If you have entered your billing details

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>a</strong><strong>ccount settings</strong> access. If you’re looking to cancel a <strong>trial</strong> account, please see our <a href="https://support.pipedrive.com/article/how-can-i-cancel-my-trial" target="_blank" rel="noreferrer noopener">guide</a>. </div>
<p style="text-align: justify">You can cancel an <strong>add-on</strong> by going to your<strong> <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong> tab and clicking <strong>“Manage add-ons</strong><strong>”</strong> below your plan description.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancel%20add%20on.png" alt=""></figure>
<p style="text-align: justify">Then, you’ll see a list of the add-ons that are being billed to your account. Click <strong>“Remove from plan”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-26%20at%2018.39.27.png" alt=""></figure>
<p>Once you remove the add-on, you’ll be able to proceed to the next window <strong>“Review purchase”.</strong> Then, in the next window, confirm the subscription changes and click <strong>“Confirm purchase”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-26%20at%2019.06.30.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">What happens after you remove the add-on from your billing? <br><a name="what-happens-after-you-remove-the-add-on-from-your-billing"></a></h2>
<p>After canceling, you can still access the add-on until the end of your billing cycle. </p>
<p style="text-align: justify"> Once you have canceled, <strong>you‘ll receive an email</strong> confirming the cancellation of the add-on.<strong> </strong>Please follow the above steps and <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> if you don’t receive an email.</p>

How can I cancel an add-on?

what-happens-after-you-remove-the-add-on-from-your-billing

What happens after you remove the add-on from your billing?

<p style="text-align: justify">If your card issuing bank is in the *EU, **EEA, or ***CTC, you may be required to go through an additional step of authentication when you enter your card details or make modifications to your account and subscriptions with us.</p>
<p style="text-align: justify">This is due to the <strong>PSD2 Strong Customer Authentication (SCA)</strong>, a new European regulatory requirement designed to make online payments more secure, which came into effect on December 31, 2020.</p>
<p style="text-align: justify">The SCA will require an additional security step before you are able to complete your online transaction that can appear as two or more of the following:</p>
<ul>
<li>
<strong>Knowledge –</strong> something the payer knows, including a password, pin, passphrase, etc. 
</li>
<li>
<strong>Possession –</strong> something the payer possesses, including their mobile device, 
</li>
<li>
<strong>Inherence –</strong> something the payer is, including fingerprint, facial recognition, voice patterns, etc.
</li>
</ul>
<p style="text-align: justify">This EMV 3D Secure (3DS) authentication process is handled by the financial institution that has issued your card. If you are having issues authenticating your payment, we recommend reaching out to your financial institution directly for further assistance. </p>
<hr>
<h2 style="text-align: justify">
<a name="what-are-psd2-and-sca"></a>What are PSD2 and SCA?</h2>
<p style="text-align: justify"><strong>What is PSD2? </strong></p>
<p style="text-align: justify">The PSD2 is an *EU law aimed at providing better card-payment protection, helping reduce online card fraud and making online purchases more secure for all consumers.</p>
<p style="text-align: justify">The last and final part of the PSD2 is the SCA, which is the Strong Customer Authentication. This began its rollout on September 19, 2019, and was enforced from December 31, 2020.</p>
<p style="text-align: justify"><strong>What is SCA? </strong></p>
<p style="text-align: justify">SCA stands for Strong Customer Authentication and is a form of two-factor authentication (2FA) designed to make online payments more secure in the *EU and *EEA.</p>
<hr>
<h2 style="text-align: justify">
<a name="how-does-this-affect-paying-for-my-pipedrive-subscription"></a>How does this affect paying for my Pipedrive subscription? </h2>
<p style="text-align: justify">In Pipedrive, when you reach the "<strong>confirm</strong>" step while <a href="https://support.pipedrive.com/en/article/how-can-i-update-my-billing-details-in-pipedrive" target="_blank" rel="noreferrer noopener">updating</a> or <a href="https://support.pipedrive.com/en/article/how-can-i-start-paying-for-pipedrive" target="_blank" rel="noreferrer noopener">entering</a> your card payment details for your Pipedrive subscription, you are likely to be prompted to complete a step of verification and authentication as requested by the financial institution that has issued your card, this is what the authentication pop up in Pipedrive will look like.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/image__12_.png" alt="image__12_.png" width="502" height="249"></figure>
<p style="text-align: justify">Only after strongly authenticating your payment will you be enabled to proceed with the payment.<br></p>
<p>Learn more about <strong>Strong Customer Authentication (SCA)</strong> in our <a href="https://support.pipedrive.com/article/sca-faq" target="_blank" rel="noreferrer noopener">FAQ article</a>.<br></p>

Strong Customer Authentication (SCA) in Pipedrive

what-are-psd2-and-sca

What are PSD2 and SCA?

how-does-this-affect-paying-for-my-pipedrive-subscription

How does this affect paying for my Pipedrive subscription?

<div class="support-note primary">
<strong>Note: </strong>This action is only available to users with <strong>Account Settings</strong> access</div>
<p style="text-align: justify">Your billing address, payment method and billing contact can all be updated from the <strong>Billing details</strong> section, accessed by navigating to your<strong> <a href="/settings/subscription">Billing</a></strong> tab and selecting the <strong>pencil icon</strong> in the <strong>Billing details</strong> section.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact%20%281%29.png" alt=""></figure>

<p style="text-align: justify">Once the updated information has been provided, click the "<strong>Confirm billing details</strong>"<strong> </strong>button to save your information.</p>

How can I update my billing details in Pipedrive?

<div class="support-note primary">
<strong>Note: </strong>Adding or updating payment information can only be done by users with <strong>Account Settings</strong> access<br></div>
<hr>
<h2 style="text-align: justify">
<a name="payment-methods"></a>Payment Methods
</h2>
<div class="support-note primary"><strong>Note:</strong> Your payment options may depend on your location.</div>
<p style="text-align: justify">You can pay for Pipedrive using a credit card, debit card, direct debit, or through a valid Paypal account. Users in Europe can use direct debit to pay. Users in Brazil can pay with a local credit card. <br></p>
<p style="text-align: justify">To start paying for Pipedrive, go to <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong><strong> &gt; Billing details</strong> and click the <strong>pencil icon</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>
<h3 style="text-align: justify">Paying with a credit or debit card<a name="paying-with-a-credit-or-debit-card"></a></h3>
<p style="text-align: justify">In US dollars or Euro, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover and JCB. Customers with a billing address in North America can also pay with Diner's Club credit cards.</p>
<p style="text-align: justify">In British pounds, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover, Diner's Club and JCB.</p>
<p style="text-align: justify">Pipedrive also accepts major debit cards as a payment method.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2011.20.31.png" alt=""></figure>
<h3 style="text-align: justify">Paying with Paypal<a name="paying-with-paypal"></a></h3>
<div class="support-note primary">
<strong>Note:</strong> It is not currently possible for UK customers to pay using Paypal.</div>
<p style="text-align: justify">To pay for Pipedrive using PayPal, you will first require a PayPal account. If you don't have a PayPal account, go to <a href="https://www.paypal.com/us/home" target="_blank" rel="noreferrer noopener">PayPal</a> to sign up for free. If you already have a PayPal account, follow the directions below:</p>
<p style="text-align: justify">Under "<strong>Payment method</strong>", select "<strong>PayPal</strong>" and click "<strong>Check out with PayPal</strong>". You will then be directed to Pipedrive's PayPal checkout in a new tab. Log in to your PayPal account and select "<strong>Agree</strong> <strong>and continue</strong>". <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2011.18.14.png" alt=""></figure>
<p style="text-align: justify">Once you've completed the checkout flow, you will be taken back to your billing details page in Pipedrive with a success message showing your selected plan and the date of the first collection. A preapproved payment will be created in your PayPal account for collection on a <strong>recurring subscription</strong>.<strong><br></strong></p>
<h3 style="text-align: justify">Direct Debit (SEPA)<a name="direct-debit-sepa"></a></h3>
<div class="support-note success primary"><strong>Note: </strong>Direct Debit is currently only available to users in the following countries: Åland Islands, Austria, Belgium, Cyprus, France, French Guiana, Germany, Guadeloupe, Ireland, Italy, Luxembourg, Malta, Martinique, Mayotte, Monaco, Netherlands, Portugal, Réunion, San Marino, Slovenia, Spain, Saint Pierre and Miquelon.<br></div>
<p style="text-align: justify">Users from select European countries can use Direct Debit to pay for Pipedrive. If Direct Debit is selected, you will need to review and agree to the direct debit mandate when reviewing your purchase. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2011.18.51.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>SEPA payments can take up to 5 working days to complete, and while the payment is pending users cannot make updates to the conditions of their account.</div>
<h3 style="text-align: justify">Paying with A Local Credit Card (Brazil) <a name="paying-with-a-local-credit-card-brazil"></a></h3>
<p style="text-align: justify">Brazilian customers can pay for Pipedrive with local credit cards. You can learn more about this method in <a href="https://support.pipedrive.com/en/article/paying-for-pipedrive-with-a-local-credit-card-brazil" target="_blank" rel="noreferrer noopener">this article</a>. <br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-26_at_3.54.17_PM.png" alt="Screen_Shot_2020-05-26_at_3.54.17_PM.png" width="907" height="710"></figure>
<hr>
<p style="text-align: justify"><a name="C2IamCs"></a></p>
<h2 style="text-align: justify">Currencies<a name="currencies"></a></h2>
<p style="text-align: justify">The currency for paying your Pipedrive invoice is determined by your location. The currencies available are <strong>US dollars</strong>, <strong>British pounds</strong> and <strong>Euros</strong>.</p>
<p style="text-align: justify">Pipedrive customers based in all European countries (excluding the UK) and in Russia are charged in Euro, with UK customers being charged in British pounds. Customers in Turkey are also charged in Euros.</p>
<p style="text-align: justify">Pipedrive customers in all other locations are charged in US dollars. </p>
<hr>
<p style="text-align: justify"><a name="C3IamCs"></a></p>
<h2 style="text-align: justify">Changing my payment method<a name="changing-my-payment-method"></a></h2>
<p style="text-align: justify">Your payment method can be updated by going to your <strong>Billing</strong> tab and selecting the <strong>pencil icon</strong> in the <strong>Billing details</strong> section.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>

What are the accepted payment methods for Pipedrive?

payment-methods

paying-with-a-credit-or-debit-card

Paying with a credit or debit card

paying-with-paypal

Paying with Paypal

direct-debit-sepa

Direct Debit (SEPA)

paying-with-a-local-credit-card-brazil

Paying with A Local Credit Card (Brazil)

Payment Methods

currencies

Currencies

changing-my-payment-method

Changing my payment method

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with billing access set up through <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener"><strong>User Management</strong></a>.</div>
<p style="text-align: justify">Any Pipedrive user with billing access can opt to change between paying on a <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">monthly cycle or an annual cycle</a> at any point in the billing cycle. </p>
<p style="text-align: justify">The change will take effect at the beginning of the next billing cycle. The new invoice will also be issued at the beginning of the next billing cycle when the next renewal invoice is issued.</p>
<p style="text-align: justify">Further subscription changes made before the end of the current billing cycle may override the scheduled billing frequency change. </p>
<hr>
<h2 style="text-align: justify">Monthly to annual<a name="monthly-to-annual"></a></h2>
<p style="text-align: justify">If you change from <strong>monthly</strong> <strong>to</strong> <strong>annual</strong> billing, the changes will take effect at the beginning of the next billing cycle. </p>
<p style="text-align: justify"><strong>Example:</strong> </p>
<ul>
<li>
A user is on a <strong>monthly billing</strong> cycle renewed on January 1 and switches from monthly billing to <strong>annual billing</strong> on January 15.
</li>
<li>The user will be on the monthly billing cycle for the rest of the billing period and be charged for the annual billing subscription on February 1. </li>
</ul>
<p style="text-align: justify">While the change is pending, you will see a banner at the top of your <a href="https://support.pipedrive.com/hc/en/articles/360004115918" target="_blank" rel="noreferrer noopener">billing overview</a> page specifying the scheduled update.</p>
<hr>
<h2 style="text-align: justify">Annual to monthly <a name="annual-to-monthly"></a></h2>
<p style="text-align: justify">If you change from <strong>annual</strong> <strong>to</strong> <strong>monthly</strong> billing, the changes will take effect from the next renewal date. </p>
<p style="text-align: justify"><strong>Example:</strong></p>
<ul>
<li>
A user is on an <strong>annual billing</strong> plan renewed on January 1 and switches to <strong>monthly </strong>billing on June 30. 
</li>
<li>The user will keep the annual billing cycle with the associated discount for the rest of the billing period and be charged for the monthly billing subscription on January 1 (of the following year).</li>
</ul>
<p style="text-align: justify">While this change is pending, you will see a banner at the top of your <a href="/settings/subscription">billing overview</a> page specifying the scheduled update.</p>

What happens to my billing when I change my billing frequency?

monthly-to-annual

Monthly to annual

annual-to-monthly

Annual to monthly

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access.</div>
<p style="text-align: justify">Users with account settings permissions can opt to switch between <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">any of our available plans</a> at any point in the billing cycle. </p>
<p style="text-align: justify">When changing between subscription plans, the time the change takes effect will depend on whether you are upgrading or downgrading plans. </p>
<hr>
<h2 style="text-align: justify">Upgrading plans<a name="upgrading-plans"></a></h2>
<p style="text-align: justify">If you are upgrading plans, the new plan will apply immediately and you will receive a credit note and an invoice. The credit note will be for the balance remaining in the current period of the original plan.</p>
<p style="text-align: justify">You will then receive an <strong>invoice</strong> charging for the new plan for the remainder of the billing cycle. The balance of the <strong>credit note</strong> will be applied fully to the <strong>invoice</strong> for your new plan.</p>
<p style="text-align: justify"><strong>Example:</strong></p>
<p style="text-align: justify">A user on the <strong>Advanced plan</strong> billed monthly switches to the <strong>Professional plan</strong> halfway through the billing cycle. </p>
<ul>
<li>
<strong>Credit note:<br></strong>A credit note for the remaining time (2 weeks) in the monthly cycle for the Advanced plan</li>
<li>
<strong>Invoice:<br></strong>An invoice for the Professional plan for the remaining time (2 weeks) in the billing cycle. The balance of the credit note will be applied as payment to partially pay this invoice.
</li>
</ul>
<hr>
<h2 style="text-align: justify">Downgrading plans<a name="downgrading-plans"></a></h2>
<p style="text-align: justify">If you are downgrading plans, the changes will take effect at the beginning of the next billing cycle, when the next renewal invoice is issued.</p>
<p style="text-align: justify">Further subscription changes made before the end of the current billing cycle may override the scheduled one.</p>
<p style="text-align: justify"><strong>Example:</strong></p>
<ul>
<li>A user on the <strong>Professional plan</strong> billed monthly switches to the <strong>Advanced plan</strong> halfway through the billing cycle</li>
<li>The user will be on the Professional plan for the rest of the billing cycle and be charged for the new plan at the beginning of the new cycle</li></ul>
<p style="text-align: justify">While the change is pending, you’ll see a banner at the top of your <a href="/settings/subscription">billing overview</a> page specifying the scheduled update.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-20%20at%2017.26.55.png" alt=""></figure>

What happens to my billing when I change my Pipedrive subscription plan?

upgrading-plans

Upgrading plans

downgrading-plans

Downgrading plans

<p>If you live in Brazil, you will be able to pay for Pipedrive with a <strong>local credit card</strong> as well as PayPal and international credit card.</p>
<hr>
<h2>
<a name="entering-your-local-credit-card-information"></a>Entering your local credit card information </h2>
<p>To enter your local credit card information, go to your <a href="/settings/subscription"><strong>Billing tab</strong></a> and click on <strong>”</strong><strong>Edit payment method”</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20method.png" alt=""></figure>
<p style="text-align: justify">You can enter the relevant billing details under the contact and address sections. The option to pay with a local credit card will appear once you select Brazil as the country under your billing address. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20brazil%20card.png" alt=""></figure>
<ul>
<li>
<strong>ID (CPF or CNPJ) <strong>–</strong></strong> Cadastro Nacional da Pessoa Jurídica or Cadastro de Pessoas Físicas</li>
<li>
<strong>Phone number with area code –</strong> This will identify your geographic region</li>
<li>
<strong>Name on the card –</strong> The first and last name of the cardholder</li>
<li>
<strong>Credit card number –</strong> The long set of digits on your card</li>
<li>
<strong>Card expiration date –</strong> Four-digit expiration date</li>
<li>
<strong>CVV –</strong> A three or four-digit security code usually found on the back of your card</li>
</ul>
<p style="text-align: justify">Click on <strong>”</strong><strong>Review purchase</strong><strong>”</strong> to confirm your billing details. The payment may take up to 5 hours to process.</p>
<p style="text-align: justify">If you are still on trial, you will be charged when your trial ends. </p>
<hr>
<h2 style="text-align: justify">
<a name="error-messages"></a>Error messages </h2>
<p style="text-align: justify"><strong>$10,000/month limit exceeded </strong></p>
<p style="text-align: justify">As per Brazil’s Federal law, you will have a limit of $10,000 USD a month for transfers to international companies on your local credit card. If your payment causes you to surpass this amount, you will receive an error message. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20reached%20limit%20brazil.png" alt=""></figure>
<p style="text-align: justify"><strong><br>Open invoice </strong></p>
<p style="text-align: justify">If you are already a paying Pipedrive customer and have an open invoice, you will not be able to switch to paying with an alternative payment method (e.g., international credit card or PayPal) until that invoice is paid. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20cant%20change%20info%20open%20invoice.png" alt=""></figure>
<p style="text-align: justify">To pay this overdue invoice, you can go to your billing page and click on <strong>”</strong><strong>Pay invoice”</strong> to force the payment.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20pay%20invoice.png" alt=""></figure>
<p style="text-align: justify"><strong>Other errors </strong></p>
<p style="text-align: justify">Other errors can be due to various reasons including insufficient funds, invalid card or card type, or a poor connection.</p>
<p style="text-align: justify">We recommend first trying to re-enter your billing details to rule out any connection errors and reaching out to our <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">support team</a> if you need further assistance. </p>

Paying for Pipedrive with a local credit card (Brazil)

entering-your-local-credit-card-information

Entering your local credit card information

error-messages

Error messages

<p style="text-align: justify">Only users with <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings access</a> can view and edit the company billing details, security settings, company settings, user management and personal settings.<br></p>
<p style="text-align: justify">These users can access billing information by going to the <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong> tab. Other users in the Pipedrive account do not have access to this page. <br><br>Billing information – including invoices – will also be sent via email to the email address provided in the "<strong>Billing contact</strong>" field.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2011.39.49.png" alt=""></figure>

Who can access the billing information on my Pipedrive account?

<p>If your issuing bank is in the EEA, you will be required to go through another layer of authentication when you enter your billing details. This is due to a new European regulatory requirement that went into effect on September 14, 2019, designed to make online payments more secure. </p>
<p>When you reach the <strong>Confirm</strong> step while <a href="https://support.pipedrive.com/en/article/how-can-i-update-my-billing-details-in-pipedrive" target="_blank" rel="noreferrer noopener">updating</a> or <a href="https://support.pipedrive.com/en/article/how-can-i-start-paying-for-pipedrive" target="_blank" rel="noreferrer noopener">entering</a> your billing information for your Pipedrive account, you may be prompted to complete a step of verification as requested by the financial institution that has issued your card. </p>
<p>This 3D Secure (3DS) authentication process is handled by the financial institution that has issued your card. If you are having issues authenticating your payment, we recommend reaching out to your financial institution directly for further assistance. </p>

Why am I required to complete the "Pipedrive 3D Secure Payment Authentication" to confirm my purchase?

Boost your Professional or Power plan with add-on packs.

<div class="support-note success primary"><strong>Note:</strong> Booster add-on packs are only available for Professional and Power plans.</div>
<p style="text-align: justify">Imagine being moments away from finalizing the perfect automated process for your sales teams, only to find that you have reached teams and automation limits.</p>
<p style="text-align: justify">With booster packs for the Professional and Power plans, reaching team, automation or report limits will never be a problem again. </p>
<hr>
<h2 style="text-align: justify">Booster packs<a name="booster-packs"></a></h2>
<p style="text-align: justify">For your convenience, the add-on packs come in standard and premium tiers. Depending on the feature, the limits are increased on either company account or user level.<strong><br></strong></p>
<table><tbody><tr><td><div style="text-align: justify"></div></td><td><div style="text-align: center"><strong>Standard</strong></div></td><td><div style="text-align: center"><strong>Premium</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Increased team limits</strong></div></td><td><ul><li>10 teams</li><li>10 visibility groups</li><li>5 permission sets</li></ul>
<div class="support-note success primary">Per company</div></td><td><ul><li>30 teams</li><li>30 visibility groups</li><li>15 permission sets</li></ul>
<div class="support-note success primary">Per company</div></td></tr><tr><td><div style="text-align: center"><strong>Increased automation limits</strong></div></td><td><p style="text-align: center">30 active workflows</p>
<div class="support-note success primary">
Per user</div></td><td><p style="text-align: center">90 active workflows
</p>
<div class="support-note success primary">Per user</div></td></tr><tr><td><div style="text-align: center"><strong>Increased report limits</strong></div></td><td><p style="text-align: center">50 reports</p>
<div class="support-note success primary">Per user</div></td><td><p style="text-align: center">150 reports</p>
<div class="support-note success primary">Per user</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">How to add booster packs to your subscription<a name="how-to-add-booster-packs-to-your-subscription"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings permission enabled.<br></div>
<p style="text-align: justify">To add booster packs to your subscription, navigate to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing tab</a> and scroll down to find the desired pack. Then, click <strong>“Get add-on“</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20ons%20billing.png" alt=""></figure>
<p style="text-align: justify">You’ll continue to the add-on overview page with the selected add-ons. Here, you can select the pack tier (<strong>standard</strong> or <strong>premium</strong>) and add more packs if needed. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/review%20purchase%20add%20ons.png" alt=""></figure>
<p style="text-align: justify">Click on <strong>“Review purchase“ </strong>to continue to the subscription overview page and <strong>confirm the purchase</strong> if everything is correct.</p>
<div class="support-note success primary"><strong>Note:</strong> The booster price for your company account varies depending on the tier (<strong>standard </strong>or<strong> premium</strong>) and billing frequency (<strong>monthly</strong> or <strong>annual</strong>). The total cost for your account will be displayed in the add-on selection. Learn more about pricing in <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">this page</a>.<br></div>
<hr>
<h2 style="text-align: justify">How to remove booster packs from your subscription<a name="how-to-remove-booster-packs-from-your-subscription"></a></h2>
<p style="text-align: justify">To remove a booster pack from your subscription, navigate to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing tab</a> and click <strong>“</strong><strong>Manage add-ons</strong><strong>”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/manage%20add-ons.png" alt=""></figure>
<p style="text-align: justify">You’ll continue to the add-on overview page with the selected add-ons. Click on <strong>“</strong><strong>Remove from plan</strong><strong>” </strong>and then <strong>”Review purchase”</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-08-25%20at%2016.29.24.png" alt=""></figure>
<p style="text-align: justify">Remember that the changes will be effective from the next renewal date. You’ll be able to confirm the date of the end of the billing cycle before<strong> proceeding to checkout</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-08-25%20at%2016.38.02.png" alt=""></figure>
<p style="text-align: justify">Continue through the checkout flow to save the changes on your subscription.</p>

Billing: booster packs

booster-packs

Booster packs

how-to-add-booster-packs-to-your-subscription

How to add booster packs to your subscription

how-to-remove-booster-packs-from-your-subscription

How to remove booster packs from your subscription

Frequently asked questions about Strong Customer Authentication (SCA)

<h2>How will I know my card has been authenticated successfully?<a name="how-will-i-know-my-card-has-been-authenticated-successfully"></a></h2>
<p style="text-align: justify">You will receive an in-app notification in the case that a required payment authentication fails.</p>
<hr>
<h2>What is EMV® 3-D Secure (3DS)?<a name="what-is-emv-3-d-secure-3-ds"></a></h2>
<p style="text-align: justify">EMV 3DS is the new industry standard and protocol for retailers to send data to card Issuers during a so-called “<strong>card-not-present</strong>“ transaction to help address false declines and lower “<strong>card-not-present</strong>” fraud – while providing a better customer experience. EMV 3DS is relevant for all “<strong>card-not-present</strong>” purchases, including recurring and card-on-file payments.</p>
<hr>
<h2>How can I identify what the EMV® 3-D Secure (3DS) looks like when I am making purchases online?<a name="how-can-i-identify-what-the-emv-3-d-secure-3-ds-looks-like-when-i-am-making-purchases-online"></a></h2>
<p style="text-align: justify">The large Credit Card Schemes and Banks have their own EMV® 3-D Secure (3DS) products.</p>
<ul>
<li>Mastercard’s is called: Mastercard® Identity Check™</li>
<li>Visa’s is called: VERIFIED by VISA</li>
<li>American Express is called: American Express SafeKey 2.0</li>
</ul>
<hr>
<h2>What if my authentication fails or I receive an error message?<a name="what-if-my-authentication-fails-or-i-receive-an-error-message"></a></h2>
<p style="text-align: justify">To authenticate a payment, a cardholder responds to a prompt from their bank and provides additional information. This may be something you know (e.g., PIN), something you use (e.g., card, phone), or something that’s part of what you are (e.g., your fingerprint). </p>
<p style="text-align: justify">If the payment authentication fails, you should contact the customer service number for your financial institution, which is typically found on the back of your card or on their website. Tell the customer service representative the message that you received.</p>
<hr>
<h2>What if I did not receive an SMS/Text message with my one-time passcode? <a name="what-if-i-did-not-receive-an-sms-text-message-with-my-one-time-passcode"></a></h2>
<p style="text-align: justify">If your financial institution uses SMS/Text messages for authentications, you will need to contact the <a href="https://www.pipedrive.com/en/blog/customer-service-management">customer service</a> number for your financial institution, which is typically found on the back of your card.</p>
<hr>
<h2>What is the cost of the authentication SMS? Who pays this fee? <a name="what-is-the-cost-of-the-authentication-sms-who-pays-this-fee"></a></h2>
<p style="text-align: justify">The SMS fee and its bearer are determined by the issuer banks, just like in the case of regular notifications. Please check the terms and conditions of your bank with regards to this service. </p>
<hr>
<h2>While staying abroad will I still receive an SMS for online authentication? Who will pay the fee for this? <a name="while-staying-abroad-will-i-still-receive-an-sms-for-online-authentication-who-will-pay-the-fee-for-this"></a></h2>
<p style="text-align: justify">You will still receive SMS for online authentication while you are abroad. The SMS fee and its bearer are determined by the issuer banks, just like in the case of regular notifications.</p>
<p style="text-align: justify">Please check the terms and conditions of your bank with regards to this service.</p>
<hr>
<h2>What happens when my card expires? <a name="what-happens-when-my-card-expires"></a></h2>
<p style="text-align: justify">You should receive a new card from your card issuer and they will usually automatically update this information in your profile.</p>
<p style="text-align: justify">However, it might be needed to update your card number/credentials on file, if you use this service with Pipedrive. </p>
<hr>
<h2>What happens if I cancel my card and then get a new one with a different account number? <a name="what-happens-if-i-cancel-my-card-and-then-get-a-new-one-with-a-different-account-number"></a></h2>
<p style="text-align: justify">Please speak to your card issuer with regards to the exact process which is also dependent on the services you use.</p>
<p style="text-align: justify">For example, you might need to register the new card for their authentication program or add your new card details to your wallet or update credentials on file with Pipedrive and other online merchants you use.</p>
<hr>
<h2>I would like to shop online but I don’t have my mobile phone on me or the battery is low. How can I verify my identity? <a name="i-would-like-to-shop-online-but-i-don-t-have-my-mobile-phone-on-me-or-the-battery-is-low-how-can-i-verify-my-identity"></a></h2>
<p style="text-align: justify">If your verification method of choice depends on the usage of your mobile phone, then you will be unable to execute the Strong Customer Authentication at that moment and the payment procedure will fail.<br></p>
<hr>
<h2>I use my debit/credit card to pay some bills online automatically every month. From now on, will I have to verify my identity every time I pay? <a name="i-use-my-debit-credit-card-to-pay-some-bills-online-automatically-every-month-from-now-on-will-i-have-to-verify-my-identity-every-time-i-pay"></a></h2>
<p style="text-align: justify">Recurring payments do not need to be verified every time, no matter if the amount is the same or if it varies. Only the first payment – when setting up the regular payments – will require SCA to verify your identity and confirm the payments.</p>
<p style="text-align: justify">You should also have an agreement between you and the retailer that specifies the reason for the payment and the payment amount (or an estimate when the precise amount is not known).</p>
<hr>
<h2>I regularly shop at a specific website. Will I have to verify my identity and payment every single time in the future? <a name="i-regularly-shop-at-a-specific-website-will-i-have-to-verify-my-identity-and-payment-every-single-time-in-the-future"></a></h2>
<p style="text-align: justify">It is up to the Issuer bank to decide whether to take advantage of the exemptions that PSD2 allows, e.g., offering cardholders to build an “<strong>allow-list</strong>” of trusted retailers where you do not always have to authenticate yourself.</p>
<p style="text-align: justify">They might also decide to add individual rules around what retailers or products and services qualify for an “<strong>allow-list</strong>“ or if only payments below a certain threshold do not require additional authentication at allow-list retailers.</p>
<hr>
<h2>My phone doesn’t have a fingerprint scanner, but does have a front camera. How can I verify my identity during mobile or contactless in-store payments? <a name="my-phone-doesn-t-have-a-fingerprint-scanner-but-does-have-a-front-camera-how-can-i-verify-my-identity-during-mobile-or-contactless-in-store-payments"></a></h2>
<p style="text-align: justify">In lieu of a fingerprint scanner, authentication of payments can be adjusted to other methods, such as screen lock, PIN code and face recognition or in-app authentication.</p>
<p style="text-align: justify">This depends on the settings of your wallet and bank.</p>
<hr>
<h2>Is SCA now the only reason why my card payment was declined?<a name="is-sca-now-the-only-reason-why-my-card-payment-was-declined"></a></h2>
<p style="text-align: justify">It depends. When a debit/credit card is used for making an online payment, there are many parties involved in the payment process: Issuing bank, Switches, Processing Platform, Acquiring Bank and Merchant platform, card networks and the Cardholders themselves. </p>
<p style="text-align: justify">There could be several different reasons why a payment won’t go through. </p>
<ul>
<li>Card or other details are entered incorrectly </li>
<li>Insufficient balance</li>
<li>Card expired or new card hasn’t been confirmed yet </li>
<li>Card issuing bank declined the transaction for security reasons </li>
<li>Card has been reported as lost/stolen or it has been put on fraud alert </li>
<li>Account with the merchant needs to be confirmed </li>
<li>User dropped, e.g., because of time out, wrong clicks/refreshing the page </li>
<li>Anti-virus, firewall software or connectivity/Wi-Fi issues </li>
<li>Authentication failures</li>
</ul>
<hr>
<h2>Which countries will be enforcing PSD2 SCA?<a name="which-countries-will-be-enforcing-psd2-sca"></a></h2>
<p style="text-align: justify"><strong>*EU –</strong> European Union: Austria, Belgium, Bulgaria, Croatia, Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Republic of Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Monaco, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain and Sweden</p>
<p><strong>**EEA –</strong> European Economic Area: EU + Iceland, Liechtenstein and Norway.</p>
<p><strong>***CTC –</strong> Contracted Transitional Countries: United Kingdom – 14-Sep-2021 and Switzerland – Date To be Determined</p>
<div style="text-align: justify" class="support-note success primary"><strong>**** Note:</strong> France has delayed enforcement until 01-Apr-2021<br></div>
<hr>
<h2>Are other countries and banks outside of the *EU, **EEA, ***CTC adopting PSD2 and/or SCA?<a name="are-other-countries-and-banks-outside-of-the-eu-eea-ctc-adopting-psd2-and-or-sca"></a></h2>
<p style="text-align: justify">PSD2 is a set of laws and regulations that applies to the *EU, **EEA, ***CTC only.</p>
<p style="text-align: justify">SCA using EMV® 3-D Secure is being adopted by Banks around the globe. However, this is at the discretion of the Bank Issuing the card and is not National or International law outside of *EU, **EEA, ***CTC.</p>
<hr>
<div style="text-align: justify" class="support-note success primary">If your question is not listed, we recommend that you contact the financial institution that issued your card as only they hold information specific to your account. Typically, there is a customer service number for your financial institution on the back of the card.<br></div>

<p>Learn about <a href="https://www.pipedrive.com/en/features/customer-management-software">Customer Management Software</a></p>

Strong Customer Authentication (SCA) FAQ

how-will-i-know-my-card-has-been-authenticated-successfully

How will I know my card has been authenticated successfully?

what-is-emv-3-d-secure-3-ds

What is EMV® 3-D Secure (3DS)?

how-can-i-identify-what-the-emv-3-d-secure-3-ds-looks-like-when-i-am-making-purchases-online

How can I identify what the EMV® 3-D Secure (3DS) looks like when I am making purchases online?

what-if-my-authentication-fails-or-i-receive-an-error-message

What if my authentication fails or I receive an error message?

what-if-i-did-not-receive-an-sms-text-message-with-my-one-time-passcode

What if I did not receive an SMS/Text message with my one-time passcode?

what-is-the-cost-of-the-authentication-sms-who-pays-this-fee

What is the cost of the authentication SMS? Who pays this fee?

while-staying-abroad-will-i-still-receive-an-sms-for-online-authentication-who-will-pay-the-fee-for-this

While staying abroad will I still receive an SMS for online authentication? Who will pay the fee for this?

what-happens-when-my-card-expires

What happens when my card expires?

what-happens-if-i-cancel-my-card-and-then-get-a-new-one-with-a-different-account-number

What happens if I cancel my card and then get a new one with a different account number?

i-would-like-to-shop-online-but-i-don-t-have-my-mobile-phone-on-me-or-the-battery-is-low-how-can-i-verify-my-identity

I would like to shop online but I don’t have my mobile phone on me or the battery is low. How can I verify my identity?

i-use-my-debit-credit-card-to-pay-some-bills-online-automatically-every-month-from-now-on-will-i-have-to-verify-my-identity-every-time-i-pay

I use my debit/credit card to pay some bills online automatically every month. From now on, will I have to verify my identity every time I pay?

i-regularly-shop-at-a-specific-website-will-i-have-to-verify-my-identity-and-payment-every-single-time-in-the-future

I regularly shop at a specific website. Will I have to verify my identity and payment every single time in the future?

my-phone-doesn-t-have-a-fingerprint-scanner-but-does-have-a-front-camera-how-can-i-verify-my-identity-during-mobile-or-contactless-in-store-payments

My phone doesn’t have a fingerprint scanner, but does have a front camera. How can I verify my identity during mobile or contactless in-store payments?

is-sca-now-the-only-reason-why-my-card-payment-was-declined

Is SCA now the only reason why my card payment was declined?

which-countries-will-be-enforcing-psd2-sca

Which countries will be enforcing PSD2 SCA?

are-other-countries-and-banks-outside-of-the-eu-eea-ctc-adopting-psd2-and-or-sca

Are other countries and banks outside of the *EU, **EEA, ***CTC adopting PSD2 and/or SCA?

<div dir="ltr" class="support-note success primary"><strong>Note: </strong>Adding and updating billing information can only be done by admin users.</div>
<p dir="ltr" style="text-align: justify">From October 1st, 2021, the <strong>Reserve Bank of India (RBI) e-mandate directive</strong> took effect for recurring payments using India Bank Cards. </p>
<p dir="ltr" style="text-align: justify">This means that customers who are using cards issued by a bank in India and are paying over ₹15,000 (INR) for their subscription renewal will need to log in to Pipedrive and manually re-enter the billing details to get the transactions successfully processed.</p>
<p dir="ltr" style="text-align: justify">To do this, go to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">billing tab</a> and edit your billing details by clicking on the pencil icon. If you experience any difficulties when re-submitting your details, don't hesitate to <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact our support team</a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If you need further information about the <strong>e-mandate</strong>, please reach out to your bank.</div>

Why do I need to re-submit my payment details for subscription renewals? (India)

<div style="text-align: justify" class="support-note success primary">In support of the people of Ukraine and following a wave of sanctions imposed after Russia's invasion of Ukraine, <strong>we are suspending Pipedrive services in Russia and Belarus</strong>.<br></div>
<hr>
<p dir="ltr" style="text-align: justify"><strong>When will this suspension end?</strong></p>
<p dir="ltr" style="text-align: justify">We will monitor the situation and review our decision internally as and when significant developments occur.</p>
<hr>
<p dir="ltr" style="text-align: justify"><strong>Will this be a temporary measure?</strong></p>
<p dir="ltr" style="text-align: justify">We aim to reinstate servicing our customers in Russia and Belarus as soon as peace and territorial integrity of Ukraine have been restored.<br></p>
<hr>
<p dir="ltr" style="text-align: justify"><strong>What will I see during account suspension?</strong></p>
<p dir="ltr" style="text-align: justify">You will see a screen pop-over if you try to log in during this time, which will direct you to <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">Support</a> for any questions.<br></p>
<hr>
<p dir="ltr" style="text-align: justify"><strong>What will happen to my data?</strong></p>

<p dir="ltr" style="text-align: justify">You will be able to access and export your data until your next renewal date. Any data left in your account after your next renewal date will be kept securely until we reinstate your service.</p>
<hr>
<p dir="ltr"><strong>My payment has already failed. What do I do now?</strong></p>
<p dir="ltr" style="text-align: justify">Any Russian or Belarusian customers whose payment has already failed now have a 30-day grace period. You will be able to export your data during these 30-days, after which your account will be terminated, and your data will not be saved.</p>
<p dir="ltr" style="text-align: justify">Please read our <a href="https://www.pipedrive.com/en/privacy#14-data-retention">data retention policy</a> for more details.<br></p>
<hr>
<p dir="ltr"><strong>Do I have time to download all my data? (E.g., contact information for prospects)</strong></p>
<p dir="ltr" style="text-align: justify">You can export your Pipedrive data before your next renewal date. You will no longer have access to your account and any data kept within your account from that date.</p>
<p dir="ltr" style="text-align: justify">Any data left in your account will be kept securely, and you can access it after we reinstate the service. We will reach out to you when your account has been reinstated. </p>
<p dir="ltr" style="text-align: justify">Learn how to export your data in <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<p dir="ltr"><strong>Does that mean that I cannot log in to my Pipedrive account tomorrow?</strong></p>
<p dir="ltr" style="text-align: justify">Pipedrive has suspended all its services in Russia and Belarus. After your next renewal date, you will no longer have access to Pipedrive. <br></p>
<hr>
<p dir="ltr"><strong>Will you let me know when my account has been reinstated?</strong></p>
<p dir="ltr" style="text-align: justify">Yes. Once Pipedrive services in Russia and Belarus and your account have been reinstated, we will let you know.<br></p>
<hr>
<p dir="ltr"><strong>I have paid for a full month/year. I want a refund for the unused time!</strong></p>
<p dir="ltr" style="text-align: justify">You will be able to access your account until your next renewal date.</p>
<hr>
<p dir="ltr"><strong>When exactly will my account be suspended? I have already paid for this month/year. Can I use it until the end of the billing cycle?</strong></p>
<p dir="ltr" style="text-align: justify">You will be able to access your account until your next renewal date.<br></p>
<hr>
<p dir="ltr"><strong>Can I still create trial accounts?</strong></p>
<p dir="ltr" style="text-align: justify">Yes, trial accounts can still be created, but you will not be able to become a paying customer of Pipedrive and will lose access to your account after your 14-day trial.</p>
<hr>
<p dir="ltr"><strong>How can I reach out to support if I don't have access to my account?</strong></p>
<p dir="ltr">You can reach out to our support team via email at support@pipedrive.com. Learn more in <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">this page</a>.</p>

Pipedrive services in Russia and Belarus FAQ

Billing information

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access. You can learn more about <strong>user management</strong> in <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<p style="text-align: justify">You can switch to a different Pipedrive plan or change your billing frequency at any time by opening the <strong>account menu</strong> at the top right corner and going to<a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener"><strong> Billing</strong></a> <strong>&gt; Manage subscription</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ManageSubscription.png" alt=""></figure>
<p style="text-align: justify">From here, you can choose between different plans and set your billing cycle to either <strong>monthly</strong> or <strong>annual</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/plans.png" alt=""></figure>
<p style="text-align: justify">To confirm your new plan and billing frequency, click on “<strong>Continue“</strong> and complete the entire billing flow. </p>
<p style="text-align: justify">You can read about what happens to your billing when you switch to a different Pipedrive plan <a href="https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-change-my-pipedrive-subscription-plan" target="_blank" rel="noreferrer noopener">in this article</a> and what happens to your billing when you change billing frequencies <a href="https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-change-my-billing-frequency" target="_blank" rel="noreferrer noopener">in this article</a>. </p>

How can I switch to a different Pipedrive plan or change my billing frequency?

<div class="support-note primary">
<strong>Note: </strong>This action is only available to users with <strong>account settings access</strong>. You can learn more about <strong>user management</strong> in <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">To reopen a closed Pipedrive company, log in with your existing details and update your billing information. Keep in mind that this is only possible as long as your data still exists on Pipedrive's servers.</p>
<p style="text-align: justify">Only users with <strong>account settings access</strong> can reactivate a closed Pipedrive account, as it includes permission to manage billing. If you don’t have the necessary access, contact an admin user who does. </p>
<p style="text-align: justify">If you’re having trouble reopening the account, you can <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> for assistance. <br></p>

How can I regain access to a closed Pipedrive account?

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>a</strong><strong>ccount settings</strong> access. If you’re looking to cancel a <strong>trial</strong> account, please see our <a href="https://support.pipedrive.com/article/how-can-i-cancel-my-trial" target="_blank" rel="noreferrer noopener">guide</a>. </div>
<h2>Cancelling a paid account<a name="cancelling-a-paid-account"></a></h2><div class="support-note success primary"><strong>Note:</strong> For detailed information regarding the termination of Pipedrive services, please refer to Section 13.1 of the Pipedrive <a href="https://www.pipedrive.com/en/terms-of-service#termination-suspension" target="_blank" rel="noreferrer noopener">Terms of Service</a>.</div>
<p style="text-align: justify">You can cancel a paid account by going to your<strong> <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong> tab and selecting <strong>“C</strong><strong>ancel my subscription</strong><strong>”</strong> at the bottom of the page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-26%20at%2018.08.37.png" alt=""></figure>
<p>The first step lets you review the data in your account and the features it comes with. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancellation%20wall.png" alt=""></figure>

<div class="support-note warning"><strong>Note:</strong> By canceling your subscription, you’ll lose access to all your data. Learn how to export your data to avoid losing it in <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">At Pipedrive, we understand there are times when you might need to cancel the service. For statistical purposes, submit a reason for leaving.</p>
<p style="text-align: justify">Then, click <strong>”Continue to cancel“</strong>.</p>

<p style="text-align: justify">The last step in the process is to fill out a brief questionnaire. Your feedback is extremely important to us, as it helps us improve our service and your experience.</p>
<p style="text-align: justify">Once you fill it out and consent that you’ll lose access to your data, click <strong>”Cancel my plan”</strong>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancel%20wall%203.png" alt=""></figure>

<div class="support-note success primary"><strong>Note: </strong>The option to click <strong>”Cancel my account” </strong>will remain disabled until the checkbox has been selected. <strong><br></strong></div>
<hr>
<h2 style="text-align: justify">What happens after you cancel? <br><a name="what-happens-after-you-cancel"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>After canceling, you can still access your data and account until the end of your billing cycle. After that, you won’t have access to your Pipedrive account. </div>
<p style="text-align: justify"> Once you have canceled, <strong>you‘ll receive an email</strong> confirming the cancellation of the subscription.<strong> </strong>Please follow the above steps and <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> if you don’t receive an email.</p>

<p style="text-align: justify">We suggest <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-to-export-data-from-Pipedrive" target="_blank" rel="noreferrer noopener">exporting</a> all of your Pipedrive data before closing your account. If you want to <a href="https://support.pipedrive.com/article/how-can-i-regain-access-to-a-closed-pipedrive-account" target="_blank" rel="noreferrer noopener">reopen</a> your account again before it’s permanently deleted, you can simply <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-Data-with-spreadsheets" target="_blank" rel="noreferrer noopener">import</a> your data back into Pipedrive.</p>
<div class="support-note success primary"><strong>Note:</strong> Due to GDPR policies, we’re obliged to permanently delete accounts that have been canceled for a period of six months. You can learn more about the permanent deletion of the accounts in section 13.3 of our <a href="https://www.pipedrive.com/en/terms-of-service#effect-of-termination" target="_blank" rel="noreferrer noopener">Terms of Service</a>.</div>

How can I cancel my paid Pipedrive account?

cancelling-a-paid-account

Cancelling a paid account

what-happens-after-you-cancel

What happens after you cancel?

<div class="support-note warning"><strong>Note:</strong> The methods for account and data deletion discussed in this article are irreversible. Therefore, please exercise caution when requesting these services.</div>
<p dir="ltr" style="text-align: justify">You have several options if you want the data on your Pipedrive account to be completely deleted.</p>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Cancelling your account</strong><a name="cancelling-your-account"></a></h2>
<p dir="ltr" style="text-align: justify">If you don’t intend to use your account anymore, simply go through the standard <a href="https://support.pipedrive.com/article/how-can-i-cancel-my-paid-pipedrive-account">cancellation flow</a>.</p>
<p dir="ltr" style="text-align: justify">When a paid Pipedrive account is closed, that account and its data are scheduled for permanent deletion within 180 days of the date of closure. Trial accounts will be deleted within 60 days of the date of closure as per our <a href="https://www.pipedrive.com/en/privacy#data-retention">data retention policies</a>.</p>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>If you want to retrieve your trial account within 60 days of the date of closure, please contact our <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support team</a> for assistance.</div>
<p dir="ltr">Once you’ve canceled your account, you’re all set and don’t need to take any further action.<br></p>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Deleting your account</strong><a name="deleting-your-account"></a></h2>
<p dir="ltr" style="text-align: justify">If you want to delete your account data immediately, <a href="https://support.pipedrive.com/contact-us">contact support</a> and request a manual account deletion. Once deleted, the account will be permanently removed from our system, meaning you won’t be able to access it anymore.</p>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note</strong>: The manual deletion process can take up to 48 hours. The request must be made directly by the user who has access to the account settings.</div>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>The start-over link</strong><a name="the-start-over-link"></a></h2>
<p dir="ltr" style="text-align: justify">Use the <strong><a href="https://app.pipedrive.com/settings/start-over" target="_blank" rel="noreferrer noopener">start-over link</a></strong> if you want to delete your account data without closing your account. </p>
<p dir="ltr" style="text-align: justify">The link will delete <strong>all</strong> deals, people, organizations, products, notes and files in your account. However, it won’t reset your account settings, such as pipelines, stages, custom fields, users, etc.</p>
<div dir="ltr" class="support-note warning"><strong>Note:</strong> This data will be erased permanently, and you won’t be able to recover it.</div>
<p dir="ltr" style="text-align: justify"><strong>Please note:</strong></p>
<p dir="ltr" style="text-align: justify"> 1. Only account settings admins can access the start-over link. </p>
<p dir="ltr" style="text-align: justify">2. We recommend exporting your data before resetting or deleting your account, since it can’t be recovered once deleted.<br></p>

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