Choosing or Renewing a Plan
QuantixOne requires every organization to have an active subscription before it can be used. If you don't have one yet — or your plan has expired — you'll see a full-screen plan selector the moment you sign in, before your dashboard or any other page loads.
When This Screen Appears
This screen replaces the entire app (nothing behind it is visible) whenever your organization has no active subscription. That covers three situations:
- Right after your first sign-in — signing up no longer includes choosing a plan, so every new organization starts here.
- Every time you log in while you still haven't picked a plan.
- After a plan expires or is cancelled — you're sent back to this same screen the next time you're active in the app.
Choosing Your First Plan
If your organization has never had a subscription, the screen title reads "Choose Your Plan" with the subtitle "Select a plan to get started with your workspace."
- Switch between the Plans and Bundles tabs, and toggle Monthly / Yearly billing (yearly shows a green SAVE badge and is selected by default).
- Browse plan and bundle cards exactly as described in Upgrading a Plan and Bundle Plans, and click a card's button to open the purchase dialog.
- Don't see a fit? On the Bundles tab, click "Or build your own plan" to compose a Basic CRM + one capability plan and click Get Started.
Once your purchase completes, this screen clears automatically and you land on your dashboard.
Renewing an Expired Plan
If your organization previously had a plan that has since expired or been cancelled, the title instead reads "Renew Your Plan", with the subtitle "Your {previous plan name} plan expired on {date} — renew it or choose a new plan to continue."
You have two options, side by side in the same plan/bundle grid:
- Renew the same plan — find your previous plan's card and purchase it again.
- Choose a different plan — pick any other plan or bundle card instead.
There's no separate "renew" button here — both paths use the same purchase flow as choosing a plan for the first time.
Getting an Early Warning Before Expiry
You don't have to wait for the hard block above. QuantixOne warns you well ahead of time so you can renew on your own schedule:
- A sidebar card appears once your plan is within 7 days of renewal — see Managing Your Subscription for the full renewal flow, including the Renew Now button on the Billing → Upgrade page, which works right up until the plan actually expires.
- Once it does expire, that page is no longer reachable until you clear the Renew Your Plan screen described above.
Video Walkthrough
Watch the walkthrough below to see both the first-time plan selection and the expired-plan renewal screen.