Manage Your Subscription Plan

Complete your subscription activation after purchasing through Microsoft Marketplace, then manage your plan throughout its lifecycle.

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Prerequisites

• A Build a Doc subscription purchased through Microsoft AppSource or Azure Marketplace
• Access to your organisation’s Microsoft account (the account used for purchase)
• Permission to sign in using Microsoft Entra ID (Azure Active Directory)

Note

Your subscription is not yet active and billing will not begin until you complete the activation process. You can cancel and resubscribe anytime before activation without charges.

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Activating Your Subscription

Step 1: Complete Marketplace Purchase

AppSource

1. After purchasing from Microsoft AppSource, you will receive a subscription confirmation email from Microsoft
2. Click the “Configure Account” button or link in the email
3. You will be redirected to the Build a Doc portal

Azure Marketplace

1. Complete your subscription through Azure Marketplace
2. Click the “Configure Account now” button
3. You will be redirected to the Build a Doc portal

Step 2: Verify Redirect and Sign In

The marketplace redirects you to the Build a Doc /purchase page with a resolve token in the URL.

Verify the token is present in the URL — the portal uses this token to automatically retrieve your subscription details through the Azure MarketplaceFulfillment API.

Sign in with Microsoft

1. You may be prompted to sign in
2. Use the same Microsoft account that made the Marketplace purchase
3. Follow the authentication prompts
4. Once authenticated, the portal loads your subscription record

Step 3: Review and Activate

The portal displays your subscription details:

• Subscription name and plan
• Billing frequency (monthly/annual)
• Renewal and cancellation options
• Start date and current status

Verify these details, then click “Activate” to finalise activation.

Once activated:

• Your subscription is immediately active
• Billing begins through Microsoft
• The activating user is assigned the Admin role by default

Step 4: Access Your Portal Dashboard

You now have full access to the Build a Doc customer portal, where you can manage your subscription and team access.

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Available Plans

Name	Description	Price per Month	Billing Term
Free	50 Document Actions per month, 50 Utility Actions/month	Free	Monthly
Standard	500 Document Actions, 5000 Utility Actions per month	$$	Monthly
Midsize	1200 Document Actions, 10000 Utility Actions per month	$$$	Monthly
Large	5000 Document Actions, 100000 Utility Actions per month	$$$$	Monthly
Enterprise	Customisable based on user requirements	Custom	Monthly or Annually
Custom	Custom plan tailored to specific needs	Custom	Monthly or Annually

• For detailed information about available plans and their features, see Subscription Plans.

• Please see the Customer Portal for the latest price plans and billing information.

Note

For current pricing, visit the Microsoft Marketplace or contact sales.

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Managing Your Plan

Viewing Your Current Plan

1. Sign in to the Build a Doc portal
2. Navigate to Account → Subscription
3. View your current plan details:
   • Plan name
   • Billing cycle
   • Renewal date
   • Current usage

Upgrading Your Plan

To upgrade to a higher tier:

1. Go to Subscription in the portal
2. Click Change Plan or Upgrade
3. Select your new plan
4. Confirm the change

What happens:

• New features and quotas available immediately
• Billing adjusts on next cycle
• No data loss

Downgrading Your Plan

To downgrade to a lower tier:

1. Go to Subscription in the portal
2. Click Change Plan
3. Select the lower tier
4. Review the impact on your quotas
5. Confirm the change

Caution

Downgrading may reduce your quotas. Ensure your usage fits within the new plan limits before downgrading.

Cancelling Your Subscription

To cancel:

1. Go to Subscription in the portal
2. Click Cancel Subscription
3. Confirm cancellation

What happens:

• Access continues until end of billing period
• No further charges after cancellation
• Data and API keys are deactivated at end of period

Enterprise Plans

For custom requirements:

Note

Contact our Sales Team for more information on a custom plan.

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Troubleshooting

Issue	Possible Cause	Solution
”Subscription not found”	Signed in with wrong account	Sign out and sign in with the purchasing account
Page stuck loading	Cached authentication issue	Clear cookies or use a private/incognito browser window
Confirmation email not received	Marketplace processing delay	Wait up to 15 minutes; check spam/junk folder
Invalid or expired token	Token missing or expired	Reopen the configuration link from the confirmation email or contact support
Token resolution failed	Marketplace API error	Retry later or contact support

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Related Topics

• Manage API Keys
• Manage Portal Users
• View Usage Reports
• Use the Customer Portal