How do I change my plan during the trial?

Diana Stegall
Written by Diana Stegall
Updated

Trying out Productboard? Great! We have three trial plans for you to choose from. To ensure the best possible trial experience, Productboard allows you to upgrade or downgrade your trial plans as you see fit. Feel free to explore all aspects of the product, and confidently choose the functionality, and plan, that best fits your organization’s needs.

In this article:

Which plan am I on?

All our users start on the Essentials plan. This is where we introduce the basics of roadmapping and planning. If your trial plan menu isn’t visible, simply click the sparkle icon in the left hand menu to bring it up on the bottom of your screen.

 

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Click the sparkle icon (with the “Show your trial progress” tooltip) to bring up the trial plan menu.

 

Upgrading my trial plan

If you’re fully satisfied having updatable and shareable roadmaps that sync easily with your development tools – great, look no further than the Essentials plan. However, if you’d like to explore everything Productboard has to offer, including being able to systematically prioritize and evaluate all your customer Insights, then go ahead and upgrade to Pro. For even more advanced prioritization, choose Scale and connect objectives to your prioritization process, use your valuable CRM data to better understand customer needs, and manage multiple release groups as you scale.

You can upgrade to Pro or Scale on the trial plan menu at the bottom of your screen:

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When the trial plan menu opens you’ll see the trial you’re currently on.

The trial plan menu shows you which plan you’re currently on, and allows you to upgrade (or downgrade) any time you like. Simply choose the plan you’d like to upgrade to and click “Let’s explore.

 

Upgrading my trial plan to Pro

On the trial plan menu, simply hover over Pro and then click “Let’s explore.” That’s it!
You’ll find yourself in the Insights board, where you can begin incorporating feedback from all your sources; the highlight of the Pro trial plan.

The main benefits you’ll be gaining on top of the Essentials plan are:

  • Connecting customer feedback to features
  • Validating feature ideas together with your customers

Upgrading my trial plan to Scale

On the trial plan menu, simply hover over Scale and then click “Let’s explore.” You’ll be taken to the Features board, which includes powerful prioritization tools like objectives and segments that help you evaluate each feature’s strategic importance, and more.

The main benefits you’ll be gaining on top of the Pro plan are:

  • Connecting strategic objectives to your prioritization process
  • The ability to manage multiple release groups
  • The power to segment customers using your CRM data

Downgrading my trial plan

While we’re happy to downgrade you from Scale all the way down to Essentials, please be aware ahead of time that if you choose to downgrade, you will lose the data created using features only available on the higher tier plans.

So, whenever you’re ready to subscribe to your first plan, please check that you (or your team) won’t need the data or features you’ll be losing if you’re going to downgrade. If you’re ok with this, feel free to proceed!

Downgrading from the Scale trial to Pro

When you downgrade from Scale to Pro, the following will be affected:

 

Connecting strategic objectives to your prioritization process

Objectives will be removed from the sidebar, along with any related board filters and view columns. They will no longer appear on the Features board, and Roadmaps by objective will also no longer be available. However, your data will be stored in a database that you can access should you ever wish to re-upgrade.

Managing multiple release groups

You will be prompted to select just 1 release group. This selected release group will be kept, while your remaining release groups will be deleted and removed from views.

Segmenting customers using your CRM data

When you downgrade, your segments will be deleted. Accompanying board filters and view columns will be hidden. Segments will also no longer be visible on the Features board, its menu, or related views.

Multiple portals

You will be asked to select 1 Portal to keep.

Prioritization matrix

The Prioritization matrix view on the Features board will no longer be accessible. Any prior saved views will be changed to the default Features board hierarchy view.

Multiple Jira integrations

Only the first integration will be kept; any remaining integrations will be disabled, but we will not delete any data.

Insights collections

All collections on the Insights board will be deleted.

Teams collaboration

Teams will be unassigned from objectives; views no longer shared with teams; team filtering removed from views; team removed from followers; team mentions will be visible, but impossible to create.

Salesforce import

Any Salesforce data will be hidden, but kept in the database in case of a re-upgrade.

 

Downgrading from the Pro trial to Essentials

When you downgrade from Pro to Essentials, the following will be affected:

 

Insights offering

You'll no longer be able to find and attach insights from multiple sources to new and existing feature ideas. Manual notes, tags for notes, assigning note owners, searching, filtering, processing, Unassigned, Assigned to me, Unprocessed, All notes, following, all notes, the user impact score, and all insights integrations (Intercom, Zendesk, Slack, Gainsight, CSV upload, Chrome extension) companies, users, and insight notes in the features detail side-bar, importance, and links to features will be hidden. The data will be archived in our database.

Portal offering

The portal feature will be hidden, and the data will be archived in our database.

Advanced prioritization

You must choose 1 driver and 1 prioritization score. The remaining drivers and prioritization scores will be deleted. Accompanying board filters and view columns will be hidden. They will no longer be visible on the Features board.

Competitor columns

Competitor fields on the Features board will be hidden and removed from the side pane, and settings. Your data will be archived in our database.

Custom fields

All custom fields will be deleted from the Features board, and any accompanying filters hidden. However, custom fields will remain in the sidebar, but as read only. Your data will be archived in our database.

Private views

All views shared with Roles will be kept unchanged. All private views and views shared with Individuals & Team will be changed to Roles: Maker. Views that were set as private will be visible to all makers and admins. Views set to individual & team, however, although also set to Roles:Maker will be mostly available to admins, not makers. See below:

  • Individuals and Team: admins - After the downgrade, admins will still have viewing permission. Makers will not.
  • Individuals and Team: makers - After the downgrade, both makers and admins will still have permission.
  • Individuals and Team: team - After the downgrade, only admins will have permission to view.

Public API (integration)

You will no longer be able to build integrations on the Notes API to consolidate product inputs from any source. The integration will be disabled and will not appear on the integrations page at all.

 

Downgrading from the Scale trial to Essentials

When you downgrade from Scale to Essentials, the following will be affected:

 

Connecting strategic objectives to your prioritization process

Objectives will be removed from the sidebar, along with any related board filters and view columns. They will no longer appear on the Features board, and Roadmaps by objective will also no longer be available. However, your data will be stored in a database that you can access should you ever wish to re-upgrade.

Managing multiple release groups

You will be prompted to select just 1 release group. This selected release group will be kept, while your remaining release groups will be deleted and removed from views.

Segmenting customers using your CRM data

When you downgrade, your segments will be deleted. Accompanying board filters and view columns will be hidden. Segments will also no longer be visible on the Features board, its menu, or related views.

Multiple portals

Only 1 Portal, the oldest, will be kept.

Prioritization matrix

The Prioritization matrix view on the Features board will no longer be accessible. Any prior saved views will be changed to the default Features board view.

Multiple Jira integrations

Only the first integration will be kept; any remaining integrations will be disabled, but we will not delete any data.

Insights collections

All collections on the Insights board will be deleted.

Teams collaboration

Teams will be unassigned from objectives; views no longer shared with teams; team filtering removed from views; team removed from followers; team mentions will be visible, but impossible to create.

Salesforce import

Any Salesforce data will be hidden, but kept in the database in case of a re-upgrade.

Insights offering

You'll no longer be able to find and attach insights from multiple sources to new and existing feature ideas. Manual notes, tags for notes, assigning note owners, searching, filtering, processing, Unassigned, Assigned to me, All notes, Unprocessed, following, all notes, the user impact score, and all insights integrations (Intercom, Zendesk, Slack, Gainsight, CSV upload, Chrome extension) companies, users, and insight notes in the features detail side-bar, importance, and links to features will be hidden. The data will be archived in our database.

Portal offering

Only 1 portal (the most recent) will be kept.

Advanced prioritization

You must choose 1 driver and 1 prioritization score. The remaining drivers and prioritization scores will be deleted. Accompanying board filters and view columns will be hidden. They will no longer be visible on the Features board.

Competitor columns

Competitor fields on the Features board will be hidden and removed from the side pane, and settings. Your data will be archived in our database.

Custom fields

All custom fields will be deleted from the Features board, and any accompanying filters hidden. However, custom fields will remain in the sidebar, but as read only. Your data will be archived in our database.

Private views

All views shared with Roles will be kept unchanged. All private views and views shared with Individuals will be changed to Roles: Maker.

Public API (integration)

You will no longer be able to build integrations on the Notes API to consolidate product inputs from any source. The integration will be disabled and will not appear on the integrations page at all.

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