Help›Billing & plans

What counts as a document?

One ribbon-button click that produces a Note on the timeline = one document. Failed renders don't count. Re-runs against the same record = new docs.

Updated 2026-05-09

Every Templ8r plan is metered in documents per month. We try to keep the rule simple so there's never an "oh, that counts?" surprise on the invoice.

What counts

A successful generation that lands at least one Note on a Dataverse record's Timeline counts as 1 document.
Re-generating against the same record with the same template counts as another document. (You can do this freely — old Notes stay on the Timeline as version history.)
Bulk-generate from a grid: each successful row = 1 document.

What doesn't count

Failed generations — if the engine errored, no Note went to the Timeline, you weren't billed. We surface failures explicitly in the History view.
Preview-mode renders — opening the visual mapper preview against a real record renders blobs but skips Timeline push. Free, doesn't count.
Word vs PDF vs both vs both-zip — choosing "both" pushes 2 Notes to the Timeline but still counts as 1 document for billing.
Repeating rows — a single template with 50 line items rendered into a Word table = 1 document, not 50.

Why per-document, not per-seat?

Doc-gen value scales with usage, not seat count. A finance team of 6 generating 800 invoices a month is more value than 30 seats touching it twice. Per-document keeps the price aligned with the outcome you get; you're never paying for licences that sit idle.

Overage

Each plan has a monthly included allowance (Pilot 50 / Team 500 / Business 2,500 / Enterprise 10,000+). Above the allowance, soft-cap plans (Team / Business / Enterprise) keep generating and charge a low overage rate per doc:

Team: £0.20 / doc above 500
Business: £0.12 / doc above 2,500
Enterprise: £0.08 / doc above contracted volume

Pilot is a hard cap — it stops generating at 50 docs (or 30 days, whichever comes first) until you convert to a paid tier.

Want a hard cap on a paid plan?

Available on request — we'll flip the tenant flag and your tenant will return 402 Quota Exceeded once the included allowance runs out, no overage. Avoids bill surprise; trade-off is that mid-month generation grinds to a halt until the next billing cycle (or a manual override).

Where to see your usage

Open the portal at app.templ8r.co.uk/usage. Live counter, included quota, overage cost, and the days remaining in the current billing period. The same view drives email warnings at 80%/100%/120% (we manage those via Customer Insights — Journeys; opt out per-user from your account preferences).