HelloForms
Sell · free template

Subscription Upgrade

Let a subscriber request an upgrade or downgrade to a different plan, with billing timing and reason captured.

A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 9 questions, 2 pages, 3 conditional rules.

Questions
9
Pages
2
Layouts
classic · card
Conditional rules
3
Typical time
2 min
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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 2 — Plan change request

Change your subscription plan

1 question is hidden by conditional logic right now — change an answer above to reveal it.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Subscription Upgrade is built for online shops, makers and subscription brands who need to take an order, a deposit or a recurring payment without a checkout build.

  • Online shops, makers and subscription brands working in e-commerce & payments.
  • Teams who need to take an order, a deposit or a recurring payment without a checkout build without writing code or paying for a custom build.
  • Anyone replacing orders arriving as half-finished emails with no payment attached with one structured record per enquiry.
  • Respondents are shoppers and repeat customers — the form asks them 9 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of orders arriving as half-finished emails with no payment attached and turns each submission into a record your team can act on immediately.

  • 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Subscription Upgrade lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “What would you like to do?” is Downgrade to a lower plan, the form dynamically exposes “Why are you downgrading?”. Otherwise that question never appears.
  • Features advanced show logic: if “New plan requested” is Team/Business (seat-based), the form dynamically exposes “Number of seats needed”. Otherwise that question never appears.
  • Features advanced show logic: if “When should this change take effect?” is Immediately (prorated), the form dynamically exposes “Confirmation”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Not every subscription platform supports instant self-serve plan changes, and even those that do often need a manual step for annual contracts, seat-based pricing or custom add-ons. This form captures a plan-change request cleanly: current plan, the plan being requested, and whether the change should take effect immediately or at the next renewal, since prorated mid-cycle upgrades and clean renewal-date downgrades are handled very differently by most billing systems. A reason field, shown only for downgrades, gives a business a chance to address the underlying issue — a missing feature, price sensitivity, reduced usage — before losing revenue rather than after the change has already gone through. Seat count and add-on fields only appear for plans that use them, so a simple three-tier SaaS product isn't cluttered with fields it doesn't need. This form sits between two related but distinct actions: use it for someone who wants to change tiers while staying a customer, and hand off to Subscription Cancellation Form when the request is to leave altogether, since combining the two paths tends to bury cancellations in a maze of "are you sure you don't want to downgrade instead" prompts that frustrate people who have already decided.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Plan change request

  • Full namerequired
  • Email addressrequired
  • Current planrequired
  • What would you like to do?required
  • New plan requestedrequired
  • Number of seats needed

Page 2 — Timing & reason

  • When should this change take effect?required
  • Confirmation
  • Why are you downgrading?

9 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “What would you like to do?”

  • Reveals questions

    If “What would you like to do?” is Downgrade to a lower plan, the form reveals “Why are you downgrading?”.

Driven by “New plan requested”

  • Reveals questions

    If “New plan requested” is Team/Business (seat-based), the form reveals “Number of seats needed”.

Driven by “When should this change take effect?”

  • Reveals questions

    If “When should this change take effect?” is Immediately (prorated), the form reveals “Confirmation”.

Set it up step by step

  1. 1

    Separate timing from the plan choice

    Immediate changes usually mean a prorated charge; renewal-date changes don't — make that distinction explicit.

  2. 2

    Ask downgraders why, not just what

    A one-line reason for downgrading is often the most useful customer-retention data a subscription business collects.

  3. 3

    Only show seat count for seat-based plans

    Flat-rate plans don't need it — keep the form short for the majority of requests.

  4. 4

    Confirm the new price before switching

    Send a short confirmation of the new monthly or annual charge before actioning the change, especially for upgrades.

Mistakes to avoid

  • Not asking whether a change should be immediate or at renewal, which leads to unexpected prorated charges.
  • Skipping the downgrade-reason field and losing valuable churn-prevention signal.
  • Funnelling cancellation requests through this form instead of a dedicated one, which frustrates people who've already decided to leave.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Confirm the new plan, price and effective date by email, and update billing before the next invoice cycle so the customer isn't charged incorrectly.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the subscription upgrade, matched on the words people actually search for.

Frequently asked questions

How is this different from Subscription Cancellation Form?

This form is for customers staying subscribed but changing tiers. Subscription Cancellation Form is for customers leaving entirely — keep the two separate so a cancellation request isn't diverted into a downgrade pitch.

Does this process the billing change automatically?

No, it captures the request; connect it to your billing system or process the change manually, then confirm via Invoice Request Form or your usual receipt process.

What if a customer wants a custom Enterprise plan?

Selecting Enterprise flags it for a manual quote — follow up directly rather than trying to price custom plans through this form.

Can this handle one-time add-on purchases instead of plan changes?

It's built specifically for tier changes; for a one-off purchase, use Online Payment Form instead.

Is the Subscription Upgrade template free to use?

Yes. You can preview and test Subscription Upgrade on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Subscription Upgrade template ask for?

It asks 9 questions across 2 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Subscription Upgrade form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this e-commerce & payments form work?

3 conditional rules ship with the template: Features advanced show logic: if “What would you like to do?” is Downgrade to a lower plan, the form dynamically exposes “Why are you downgrading?”. Otherwise that question never appears. Features advanced show logic: if “New plan requested” is Team/Business (seat-based), the form dynamically exposes “Number of seats needed”. Otherwise that question never appears. Features advanced show logic: if “When should this change take effect?” is Immediately (prorated), the form dynamically exposes “Confirmation”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Subscription Upgrade form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Subscription Upgrade form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Related templates

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Related categories

All E-Commerce & Payments templates