Focus: The focus of this Self Help article is to show instructions on how to review or change your Quote Roller plan.

Step 1: Click on Settings, then click on Account and Payments

Step 2: Reviewing your current plan:   Here you will see your details about your account. This will show your current plan, the number of user licenses and your monthly total.

Step 3: If you need to make a change to your plan, find the Monthly or Annual plan and click on the “Choose Plan” button.  

Please note:  If you change your plan, the payment system will configure if you have any pro-rated credit and then charge your credit card.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Question buttons found on the upper right of your account.