Reference
Plan comparison
What FREE, PREMIUM and PRO each include, so you can tell whether a feature is missing or just not on your current plan.
If a feature in this documentation doesn’t appear in your app, the usual reason is that it belongs to a higher plan. This page lists what each plan includes, as the plan cards in Pricing plans describe them.
What each plan includes, read from the app itself.
The three plans
Section titled “The three plans”| Plan | Best for |
|---|---|
| FREE | Trying the app out, or a store that takes a handful of requests a month. |
| PREMIUM | Selling by quote properly — unlimited requests, your own form, hidden prices. |
| PRO | Turning quotes into paid orders, and B2B selling. |
The price sits on each plan card in the app. The billing toggle above the cards switches between MONTHLY and YEARLY (Save 17%), and the figures on the cards move with it — the price and the trial length are both different between the two. Set the toggle the way you intend to pay before you compare, so you aren’t reading a monthly figure against a yearly one.
Greyed out means the plan, not a fault
Section titled “Greyed out means the plan, not a fault”When a feature isn’t on your plan, the app doesn’t hide it. It leaves the control on the page, disables it, and shows a padlock line reading “🔐 This feature is available on …” with a link to the plan that includes it.
So a switch you can’t move, a radio you can’t select or a button that won’t respond is usually the plan talking — not a broken app, a broken theme or a bad setting. Follow the link in the padlock line, or open Pricing plans, before you raise a support ticket.
Merchants on FREE meet this most often on the Hide price tab and on the Hide Add To Cart button and Hide Buy Now button switches.
The plan card lists:
- 5 quotes per month
- Editable email template
- Custom SMTP mail server
- Text translations
- Send email automatically
- Disable quote
- Auto-fill logged-in customer data
- PDF: quote & invoice
- Create sections and titles in a quote
- Multi-language (PDF & email)
- Klaviyo
- Mailchimp
- Shopify
PREMIUM
Section titled “PREMIUM”- All features in FREE plan
- Unlimited quotes per month
- Quote form builder
- Hide price
- Hide “Add to cart” button
- Multiple email addresses
- Remove copyright from email
- All features in PREMIUM plan
- Quote form builder
- Export quotes to CSV
- Convert a quote to an order
- Customer Account UI
- Maximum allowed file size: 50MB
- Storage size: 2GB
- File history: 3 month
- Customizable PDF
- HubSpot
- Omnisend
- GetResponse
- Sendinblue
- ActiveCampaign
- Campaign Monitor
- Zapier
- Tax, Discount, Shipping settings
- Separate quote form settings for the B2B storefront
- Auto-fill logged-in B2B customer data (company, location, and payment terms)
- Create quotes for B2B customers with catalog and payment terms applied
- Deposit & partial payment (Shopify Plus)
What every plan gets you
Section titled “What every plan gets you”- 24/7 email support
- Smart B2B solution
- Help docs
- Customizable style
Integrations by plan
Section titled “Integrations by plan”Not all integrations are paid-only, which surprises people.
| Integration | Plan |
|---|---|
| Klaviyo, Mailchimp, Shopify | Named in the FREE plan list, so they are available on every plan |
| HubSpot, Omnisend, GetResponse, Sendinblue, ActiveCampaign, Campaign Monitor, Zapier | Named in the PRO plan list |
| Google reCAPTCHA | Named in no plan list at all — see below |
Google reCAPTCHA appears on the Integrations tab in Advanced settings like the others, but it is not listed as a feature of FREE, PREMIUM or PRO. Because no plan claims it, this page won’t tell you which plan it needs — if that decides your choice, ask support@samita.io before you subscribe.
See Integrations overview for how to connect each one.
Which plan do I need?
Section titled “Which plan do I need?”| If you want to… | You need |
|---|---|
| Try the app and collect a few quote requests each month | FREE |
| Take more quote requests in a month than FREE allows, build your own form, or hide prices and the Add to cart button | PREMIUM |
| Convert a quote to an order, export to CSV, or sell B2B | PRO |
Checking what your own plan allows
Section titled “Checking what your own plan allows”The plan cards describe the plans in general. To see the allowance your own store actually has, open the app dashboard and look at Pricing plan details. It shows Current plan, Quote number, Storage size, Used storage and Maximum file size, with View plan to jump straight to Pricing plans.
That card is the quickest answer to “have I run out of quotes this month?” or “why was my customer’s file rejected?” — no arithmetic against this page needed.
Trials and billing
Section titled “Trials and billing”Paid plans are offered with a free trial, so you can use the features before the first charge. The trial length is shown on the plan card, and it isn’t the same for both billing periods — check it with the toggle set the way you intend to pay.
You pick and change your plan on the Pricing plans page in the app navigation. Shopify handles billing for apps, so you approve any charge in your Shopify admin before it is taken.
The same page carries a Discount code button, if you’ve been given one, a Pricing details button for the full breakdown, and a Frequently asked questions section further down.
Next steps
Section titled “Next steps”- Pricing plans — change your plan inside the app
- How it works — where each feature sits in the quote journey
- Contact support — ask which plan fits your setup