Seats, workspaces and plan limits explained
Who needs a seat, what counts as a workspace, and how monthly allowances work.
Seats
A seat is for each person on your own team who signs in. Anyone who logs in with an account uses a seat, including someone who can only view.
Clients, patients, signers and people filling in forms don't need an account, so they never use a seat. They work through links.
Client workspaces
Your plan sets how many active client workspaces you can have.
- Your personal workspace counts toward the limit.
- Archived workspaces don't count, so archive clients when the work is done.
Monthly allowances
Some features have a monthly allowance on each plan, such as signature requests and form submissions. Allowances reset every month. A form submission never uses up a signature request.
Every module on every plan
Every plan includes Core, Conversations, Secure Drop, Sign and Flow. Plans differ by capacity, not by features. See Pricing for each plan's numbers.
Common questions
Does a view-only teammate need a seat?
Yes. Anyone on your team who signs in uses a seat.
Does a client who uploads files need a seat?
No. Clients use links and never need an account.