Workspace

Plans & billing

CoPortal offers five plans — Free, Solo, Studio, Agency, and Enterprise — designed to scale with your business. All self-service plans are billed monthly in South African Rand and managed through Paystack. Enterprise pricing is custom and handled directly.

Plan comparison

Upgrading your plan

Go to Settings → Subscription to see your current plan and usage. Click Upgrade next to the plan you want. You'll be taken through a Paystack checkout — your new plan activates immediately on payment.

When you upgrade mid-cycle, you're charged a prorated amount for the rest of the current billing period. Your next full billing cycle starts at the beginning of the following month.

Downgrading your plan

You can downgrade at any time from Settings → Subscription. Your current plan stays active until the end of the billing period — no immediate cutoff. The downgrade takes effect at the start of your next billing cycle.

Cancelling your subscription

Go to Settings → Subscription → Cancel plan. Submit the cancellation request. Your account stays active and fully functional until the end of the paid period — you won't lose access immediately. After the period ends, your account reverts to the Free plan with its limits.

Your data is retained even after downgrading — nothing is deleted. You can resubscribe at any time and pick up where you left off.

Adding team seats

Studio includes 7 seats and Agency includes 20 seats. Additional seats can be added at R299/seat/month. Go to Settings → Team and click Invite member — you'll be prompted to add a seat if you're at your limit. The extra seat is added to your next billing invoice automatically.

Removing a team member reduces your seat count on the next billing cycle — you won't be charged for partial months.

AI features

AI quote generation is available on Solo, Studio, and Agency. WhatsApp AI import is available on Studio and Agency. If you try to use a feature outside your plan, you'll see an upgrade prompt.

Monthly usage limits apply per workspace and reset on the 1st of each month:

• •Solo — 20 AI quote generations per month · no WhatsApp AI imports
• •Studio — 1,000 WhatsApp AI imports · 300 AI quote generations per month
• •Agency — Unlimited AI usage on both features

See AI features for full details on what each feature does.

Interactive proposals

Interactive proposal pages are built into quotes. Use them when a plain line-item estimate is not enough and the client needs context, proof, package options, or a stronger branded buying experience.

• •Solo — branded proposal pages with rich content blocks, e-signature, view tracking, and PDF download
• •Studio — adds the stronger client-facing setup around proposals: custom portal domain, white-label email footer, team seats, accounting sync, WhatsApp AI import, and reusable proposal presets for repeatable sales material
• •Agency — adds team control around the sales process: verified sender domain, granular permissions, audit log, REST API, Zapier, and higher automation capacity

Automations

Automations let you run simple workflows when important events happen in the workspace. They can send emails, create project tasks, post project messages, or call webhooks.

• •Free — no active automations
• •Solo — 3 active automations
• •Studio — 10 active automations
• •Agency — 25 active automations

See Automations for trigger and action details.

White-label emails (Studio+)

On Studio and Agency plans, you can remove the “Sent via CoPortal” footer from all outgoing emails — invoices, quotes, reminders, portal invites, and payment receipts. Go to Settings → Invoice & Tax → Email branding to enable this.

You can also set a custom footer text (e.g. your studio name and contact email) that replaces the CoPortal footer. Leave the custom footer blank to send emails with no footer at all.

Custom portal domain (Studio+)

Studio and Agency workspaces can replace the branded CoPortal subdomain with a fully custom domain — so clients visit portal.yourbrand.com instead of yourslug.portal.coportal.io.

Go to Settings → Branding → Custom domain and enter your domain. CoPortal shows the CNAME record to add at your registrar and verifies automatically via the Vercel Domains API once it resolves — no support ticket required. All client portal links automatically use your custom domain once verified.

Verified sender domain (Agency)

Agency workspaces can send emails from their own domain (e.g. send.yourbrand.com) instead of the shared CoPortal sender. Recipients see invoices and quotes coming from your brand in their inbox.

Go to Settings → Email → Sender domain and enter your chosen subdomain. CoPortal creates the domain with Resend, shows the DKIM, SPF, and return-path records to add at your DNS provider, and polls for verification automatically. Once all records pass, outgoing email switches to your verified sender.

Granular team permissions (Agency)

On Agency, you can control exactly what each team member can do beyond their role. Go to Settings → Team and toggle permissions per member:

• •View financials — access to invoice totals, revenue analytics, and payment history
• •Send invoices — ability to send and reminder invoices to clients
• •Manage clients — create, edit, and archive client records
• •Invite clients — send portal access invitations to client contacts

Owners and admins have all permissions by default. Permissions only apply to members with the “Member” role.

Audit log (Agency)

Agency workspaces have a full audit trail of team actions. Go to Settings → Audit log to see a timestamped history of:

• •Invoices sent and marked paid (including who did it)
• •API keys created and revoked
• •Bulk payment and reminder actions

The audit log shows the last 200 events, grouped by day.

REST API (Agency)

Agency workspaces can generate API keys to pull data into their own tools, dashboards, and automations. Go to Settings → API Keys to create a key — you'll see the full key once, so copy it immediately.

Authenticate by passing the key as a Bearer token:

• •GET /api/v1/clients — all workspace clients
• •GET /api/v1/invoices?status=sent — invoices, optionally filtered by status
• •GET /api/v1/projects?status=in_progress — projects, optionally filtered by status
• •GET /api/v1/time-entries — all time entries
• •POST /api/v1/time-entries — log a time entry from an external tool

API keys are rate-limited at 120 requests per minute per IP. Keys can be revoked at any time from Settings — revocation is immediate.

Bulk operations (Agency)

On the Invoices list, select multiple invoices using the checkboxes and use the floating action bar to:

• •Send reminder — emails a payment reminder to all selected clients at once
• •Mark paid — bulk-marks selected invoices as paid

On the Projects list, select multiple project cards and use the floating bar to archive them in one click (sets status to Complete).

CSV data export

Solo, Studio, and Agency plans can export their data as CSV files from the Analytics page. You can download:

• •Invoices — all invoice data including line items and payment dates
• •Clients — client records with contact details
• •Time entries — all logged time with project and client attribution
• •Expenses — all expense records with categories

Enterprise plan

The Enterprise plan is designed for large agencies and corporate businesses that need ERP integrations, organisation-wide SSO, and a dedicated account manager. Pricing is custom and negotiated per deal based on team size, storage, and required integrations.

Enterprise includes everything in Agency, plus:

• •Single Sign-On (SSO / SAML 2.0) — enforce login via Google Workspace, Microsoft Entra ID, or any SAML 2.0-compatible IdP
• •Microsoft Business Central sync — bi-directional customer and invoice sync with your BC instance
• •SAP Business One — coming soon
• •Dedicated account manager — a named contact at CoPortal for onboarding, training, and escalations
• •Priority SLA — guaranteed response times for support tickets
• •Custom contract terms — including MSAs, DPAs, and SLA addendums
• •Custom onboarding — assisted data migration, team training, and workspace configuration

To enquire about Enterprise, email hello@coportal.io with your team size and integration requirements. Enterprise accounts are set up manually — they don't go through the Paystack self-service flow.

Billing history

Go to Settings → Subscription to view past invoices and payment history for your CoPortal subscription. These are separate from the invoices you send to your own clients.

Subscription billing

CoPortal subscriptions are billed via Paystack using their own account. This is completely separate from your Paystack account (if you've connected one for client payments). You can use a different card for your CoPortal subscription than you use for your business.