Pricing & Billing
Credit Breakdown New
Every generated document has a detailed credit breakdown showing exactly which features consumed credits. This helps you understand your costs and optimize template configurations.
Where to View Credit Breakdowns
In the Template Builder (Before Generating)
The Credit Cost Summary sidebar appears while you configure your template. It updates in real time as you toggle features on or off, showing:
- Base document cost
- Each enabled feature and its credit cost
- Total credits per document
This lets you see exactly what each generation will cost before you publish.
In Document History (After Generating)
- Go to Templates and open your template
- Click the Documents tab
- Find the Credits column — each document shows its total credit cost as a clickable badge
- Click the badge to open the full Credit Breakdown modal
The modal displays:
- Total credits consumed for that document
- Itemized list of every feature that contributed to the cost
- Generation timestamp
Breakdown Items
Each item in the breakdown corresponds to a feature enabled on the template at the time of generation:
| Item | Cost | Description |
|---|---|---|
| Base document | 100 credits | Every document starts with this base cost |
| Signature | +200 credits | Single signature enabled |
| Counterparty signature | +100 credits | Both your signature and counterparty signature |
| Cloud sync | +10 credits | Google Drive upload enabled |
| Private storage | +3 credits | Private document storage |
| Attach to record | +3 credits | Add to HubSpot attachments card |
| Line items table | +20 credits | Deal line items table included |
| Email verification | +15 credits | Email OTP verification for signatures |
| Extra placeholders | +1 credit each | Per placeholder above the 10 included |
| Extra pages | +5 credits each | Per page above the 2 included |
Grandfathered Features
If your organization was created before certain features were priced, those features may show as "Included" with a green badge in the breakdown. Grandfathered features cost 0 credits but still appear in the breakdown for transparency.
Using Breakdowns to Optimize Costs
Review your document breakdowns to find cost-saving opportunities:
- Disable unused features — If Cloud Sync or Attach to Record isn't needed, turn it off
- Reduce placeholders — Avoid repeating the same placeholder; each occurrence counts toward the limit
- Keep pages concise — Pages beyond 2 add extra cost
Related Documentation
- Plans & Credits — Credit pricing and volume discounts
- Credit Limits — How placeholder and page limits work
- Credit Balance — Track usage and purchase credits
- Budget Alerts — Set up notifications for credit usage