Legal Terms, Policies, and Agreements
1. Where can I find legal terms, policies, and agreements related to my TestRail subscription?
All legal terms, policies, and agreements related to your TestRail subscription/licenses can be found on the TestRail Software legal page, which can be accessed at this link.
2. How can I get a Data Processing Agreement in place with TestRail Software?
If you have a business established in the territory of a member state of the European Economic Area or Switzerland or you are otherwise subject to the territorial scope of the General Data Protection Regulation (“GDPR”), then you are eligible to accept the TestRail Data Processing Agreement terms. You can view, download, and sign TestRail's Data Processing Agreement for Customers here.
Purchasing
1. I need a quote. How can I request one?
We are happy to provide you with a quote or answer any licensing questions you may have. You may request a quote via our contact form here.
2. Are there any discounts available?
For TestRail Server, if you decide to purchase a second year or more years together with a license, we offer up to 10% discount on the additional years. Please refer to our price list for TestRail Server to learn more.
For TestRail Cloud, the annual prepayment option includes a 5% discount. The discount is also included in each renewal. Please refer to our price list for TestRail Cloud to learn more.
3. What are the available payment options?
For subscriptions under $5k, payment must be made via credit card under our standard Net 30 terms. For all other TestRail invoices, we also accept wire transfers, with the same Net 30 payment terms. Our invoices include complete banking details for your convenience, as well as purchase order references if provided during the purchasing process.
4. Is there a contract involved with my TestRail Subscription/License purchase?
There are no signed contracts involved with the purchase of TestRail. However, our standard terms apply to all purchases.
5. How do I obtain your vendor registration details?
TestRail Software provides vendor registration details that can be obtained via our contact form here.
Billing
1. Can I switch from a monthly to a yearly subscription?
TestRail Cloud: Yes, you can switch from a month-to-month subscription to a yearly subscription anytime. Just open a request here, and we’ll generate a quote for annual billing for your current user count tier. Once you’re ready, we can invoice you based on this quote and apply the corresponding balance to your account. Subsequent tier monthly charges will take the form of a deduction from that prepaid balance.
2. Can I switch my yearly subscription to a monthly option after my 12-month subscription ends?
TestRail Cloud: Yes, your subscription can be converted to monthly automated billing against a credit card once your annual subscription ends. If you want to convert from yearly to our monthly option, let us know before the auto-renewal period starts and ahead of your balance depletion, and we will fulfill your request. Here you have more information on how to edit your payment details. It is important to note that monthly automated billing does not include a 1-month annual discount.
3. Where can I locate the start and end dates associated with my TestRail purchase?
The start date associated with your TestRail license (Server or Cloud) corresponds with your TestRail invoice issuance date (or purchase date).
TestRail Server licenses expire 12 months from the purchase date, and the expiration date is available in your Billing portal.
TestRail Cloud yearly subscriptions usually last for 12 months if you stay within your purchased tier. You can always increase the number of active users under Admin > Users & Roles. Many customers increase the number of users associated with their TestRail instance, thus needing to replenish the subscription earlier than the initial 12-month period.
Your renewal date can be viewed directly in the Billing portal.
4. Where can I see all my current active users being billed from my balance?
TestRail Cloud is always billed at the beginning of the month for the previous month’s usage and is based on the number of users for your purchased tier. If you are either an administrator or a user with the required privileges, you can freely browse, export, and change the number of users or upgrade to the next designated user pack.
Licensing
1. Which deployment option should I choose, TestRail Cloud or TestRail Server?
TestRail Cloud, hosted on our servers, is the best choice for most teams. With TestRail Cloud, you benefit from our fully maintained, high-performance, and secure infrastructure with automated TestRail updates.
If you need to integrate TestRail with systems installed on your private network behind a firewall, then you might want to choose TestRail Server. TestRail Server also provides you with full control of your data on a private cloud or on-premise appliances. TestRail Server licenses include support, patches, and new updates (no additional maintenance fee). Your team has full control over backups and upgrade schedules.
2. Can I freely change the number of users associated with my TestRail Cloud subscription?
Yes. TestRail Cloud’s added benefit is the flexibility of adding and removing users as needed. Your TestRail user with administrative privileges can activate and deactivate users at any time under Admin > User & Roles within TestRail.
3. I’ve exceeded the number of users on my TestRail Instance (e.g., need more seats). How can I obtain more users?
For TestRail Cloud: You may freely adjust the number of active users at any time. If your maximum active user count exceeds your purchased tier, your billing will be adjusted to reflect the higher applicable subscription pack. If the autorenewal is on, your subscription will be auto-renewed once the balance is depleted or is no longer sufficient for a month’s fee.
If the designated TestRail administrator adds more users than were originally purchased, a warning message will be displayed before the changes are made to ensure they are aware of the potential impact of the change on the subscription and billing. Please see below:
Once the “Yes, Upgrade” button is selected, you will receive an email to confirm the changes made. Once confirmed, the higher user count becomes your new billing baseline. You can deactivate users within your instance, but this won’t affect billing, and you’ll still be charged for the new upgraded user count. However, if you just want to stay in your purchased tier, you may deactivate users before adding new ones, keeping your billing baseline as the one you purchased.
Downgrades (reducing users):
Downgrades must be requested and can only be processed at the time of renewal.
For TestRail Server: TestRail tiers can be upgraded to the next designated user pack. Just reach out via our contact form here for more details.
You can also reach out to your Customer Success Team, and we'll be happy to assist you.