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Browse the FAQ
Answers to common questions
Billing & plans
Pricing, upgrades, cancellation
API documentation
Developer reference
Billing & Subscriptions
No! You can create a free account with just your email address. No credit card is required to use the free plan.
Only when you choose to upgrade to a paid plan. You can browse templates and use our free AI tools at no cost, and you won't be charged until you pick a paid plan.
Yes! You can upgrade or downgrade your plan anytime. Changes take effect immediately, and we'll prorate any differences.
Yes! Annual plans are available at a 28% discount (about $225/year savings on Solo). Choose annual billing during checkout or change it in your account settings.
Cancellation & Refunds
You can cancel anytime from your Dashboard → Billing → Manage Billing (opens Stripe) → Cancel Subscription. It's self-serve — no need to email us. Cancellation takes effect at the end of the current billing period, and you keep access until then.
Paid plans are refundable within 14 days of your first charge, per our Terms. Contact support and we'll process it. After that, plans are non-refundable but you can cancel anytime to stop future billing.
Your documents remain in your account for 30 days after cancellation. You can still download them. After 30 days, we'll delete them to protect your privacy.
Absolutely! Just log back in and select a plan. Your old documents may still be available depending on how long it's been.
Creating Documents
From your Dashboard, click "New Document," pick a template (or start blank), fill in the fields for your situation, and click "Generate with AI." Your document is ready in under a minute — you can then edit it, export it, or send it for signature.
All plans include access to all 4,444 templates. The difference is in AI generation limits and advanced features like e-signature and team collaboration.
Solo: 20 AI generations/mo. Team: 75 per seat/mo, shared across the team. Business: 200 per seat/mo, shared across the team. A short document uses 1 generation; longer ones use more (1 per 5 pages, so a 30-page document uses 6). Unused generations don't roll over to the next month.
Date fields use a native date picker and money fields use a currency input matched to your locale (USD, GBP, EUR, CAD, and others), so you never have to guess a format.
No. Your in-progress answers are saved automatically as you type and restored the next time you open that document, even if you closed the browser entirely.
Yes. On the document creation screen, use "Import & auto-fill" to upload a .docx, .pdf, .txt, or .md file — we extract matching values into the template's fields for you to review before generating.
Yes! All plans include PDF and Word export. Pro and Firm plans also support other formats and integrations with Google Docs and Microsoft Word.
Yes! You can export and share documents via email as PDF or Word files. Pro and Firm plans include secure sharing links for real-time collaboration and feedback. Firm plan includes team member management for internal sharing.
Your documents are yours permanently. You can access, download, and modify them anytime. They're stored in your account even after cancellation (for 30 days after which they're deleted to protect privacy).
Yes. Go to Template Library and click "Request a Template," describe what you need, and our team will prioritize adding it.
Wills, estate planning documents, parenting plans, powers of attorney, and other family/personal agreements — browse "Personal Documents" under Browse by Use Case to see the full set.
E-Signature
Yes. Open any generated document and click "Send for Signature," enter the signer's name and email, and they'll get a secure signing link by email. You'll both get a copy the moment it's signed.
Yes. Signatures are captured with the signer's typed name, IP address, and timestamp, and are legally binding under the U.S. ESIGN Act and UETA.
Yes, the signing page includes a decline option with an optional reason, and you'll be notified immediately if they decline.
It's included at no extra charge on all paid plans. Free plan can send signature requests for a small per-signature fee.
Snippets
A snippet is a block of text you save once and reuse across documents — a standard disclaimer, a boilerplate clause, a signature block, anything you'd otherwise copy and paste repeatedly.
Use {{variableName}} placeholders inside the snippet content (e.g. {{clientName}}) — fill those in each time you reuse it.
Go to Snippets in your dashboard, click the copy icon on the snippet you want, then paste it into the document you're editing.
Automations & Integrations
Yes. Our API supports triggering document generation and e-signature from any external tool via Zapier or a direct webhook call — useful for things like "generate and send a proposal automatically when a spreadsheet row changes."
Go to Dashboard → Automations and add a webhook URL, choosing which events to subscribe to (document created, signature completed or declined, and more). We'll POST a signed payload to your URL the moment it happens.
Yes. Business plan and above includes full API access with generated API keys (Dashboard → API Keys) for programmatic document generation, batch generation, and webhook management.
Team & Collaboration
Absolutely! Team plan ($109/mo) includes team collaboration with up to 25 team members, shared document library, and in-app comments/suggestions. Free users can collaborate by exporting and sharing files externally.
Go to Dashboard → Team and click "Invite." They'll get an email invite to join your workspace with the role you assign.
Owner has full account and billing control. Admin manages templates, team, and settings. Member creates and edits documents. Viewer can view and comment but not generate or edit.
Usage & Analytics
Dashboard → Usage shows documents, AI generations, storage, and team seats used against your plan limits, plus a projection for the rest of your billing cycle.
You'll see an upgrade prompt when you're close to the limit and again if you hit it. Existing documents remain fully accessible — you just won't be able to generate new AI content until your cycle resets or you upgrade.
International & Currency
Yes. You can generate documents in 50+ languages, and currency fields (invoices, fees, rent, etc.) automatically use your locale's currency symbol — USD, GBP, EUR, CAD, AUD, and more.
Account & Security
Yes. We're SOC 2 certified and use AES-256 encryption for sensitive data. All documents are encrypted both in transit and at rest.
Yes! Go to Dashboard → Settings → Billing to update your payment method or billing email address.
Yes, we take privacy seriously. Read our full privacy policy to understand how we collect, use, and protect your data.
Yes. Signing in with Google or GitHub automatically sets up your own private workspace on your first login, the same as signing up with email.
**ATTORNEY REVIEW REQUIRED** — Our AI produces a strong first draft based on the information you provide, but it isn't a substitute for a licensed attorney reviewing your specific situation. Always review generated legal documents carefully, especially for anything binding, and have an attorney review high-stakes documents before you sign.
Yes. Attorney Review is available as an add-on from your document — a licensed attorney reviews your generated document and provides feedback before you sign or send it.
Yes. Go to Dashboard → Referrals to get your personal referral link — when a friend signs up and subscribes, you both get account credit.
How We're Different
We offer 4,444 templates (3-4x more than competitors), generous AI generations on every paid plan (1,000/mo on Solo, 4,000/mo on Team, 15,000/mo on Business), and genuine 24/7 support. See our full comparison.
We have 3.5x more templates, offer 20 AI generations/month on Solo ($67/mo) compared to competitors ($34.99-$99/mo), include e-signature at no extra cost, and provide 24/7 chat support vs their business hours only.
We offer more templates (4,444 vs 1,800+), better pricing (Solo $67/mo vs $39.99/mo with 20 generations/month), and 24/7 support including live chat. Plus, no credit card required to start.
We have significantly more templates (4,444 vs 400+), actual AI generation, included e-signature and track changes, team collaboration features, and our Solo plan is more affordable at $67/mo with 200 generations per seat/month.
Yes! You can generate documents in any language, including Spanish, French, German, Mandarin, and 50+ others. Select your preferred language when generating a document.
Our AI is trained specifically on legal and business documents, understands context better, and generates longer, more comprehensive documents. You can also adjust tone, add sections, and regenerate as needed.
Legal Validity & Attorney Review
**ATTORNEY REVIEW REQUIRED** — CreateDocs.ai is a document-generation platform, not a law firm, and we don't provide legal advice. A document you generate can be legally valid when it fits your situation, is completed correctly, is properly signed (with witnesses or notarization if your state requires), and meets your state's formalities. For high-stakes matters (litigation, divorce, custody, large transactions), have a licensed attorney in your state review it before signing.
**ATTORNEY REVIEW REQUIRED** for anything that depends on local law (wills, trusts, deeds, divorce, custody, powers of attorney). Our library covers all US states across 58 categories, and we support international jurisdictions on request — many templates include jurisdiction-specific clauses based on the state or country you select. Some areas of law vary so much by jurisdiction that you should verify local requirements or have an attorney review.
**ATTORNEY REVIEW REQUIRED** — Yes. Attorney Review is available as an add-on from your document: a licensed professional reviews your completed document for correctness and completeness and flags missing clauses or state-specific issues. It is a document review, not ongoing legal representation. You can add it when generating or from your document's options menu (availability depends on your plan).
Pick by goal, not by name: renting or property → Real Estate; hiring or managing staff → HR & Employment; incapacity or death planning → Estate Planning; starting or running a business → Business & Finance; protecting ideas or settling disputes → IP & Legal. Still unsure? Open a support ticket and we'll route you to the right template — choosing the wrong one is the #1 cause of unusable documents.
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