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> Fetch the complete knowledge base index at: https://help.optis.me/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Plans and feature availability

1. [OPTIS Product Options, Variant](/product-options)
2. [Getting Started](/product-options/getting-started)

# Plans and feature availability

OPTIS Product Options is free to install. You can start on the **Free** plan and upgrade only when you need more option types, features or limits. This page explains what each plan includes and how the Premium option set lets you try paid features on the Free plan.

To see or change your plan, open **Pricing plan** in the app's left menu.

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## Plans at a glance

| Plan          | Price          | Best for                                                       |
| ------------- | -------------- | -------------------------------------------------------------- |
| **Free**      | $0 / month     | Getting started with basic product options                     |
| **Advanced**  | $9.99 / month  | All main option types with price add-ons and conditional logic |
| **Platinum**  | $19.99 / month | The full feature set, with live preview and option quantities  |
| **Unlimited** | $49.99 / month | Everything in Platinum plus dedicated support                  |

* **Free** includes 10 option sets, the 11 basic option types, Analytics, and email and live-chat support.
* **Advanced** includes everything in Free plus unlimited option sets, more option types, Price add-on, Conditional logic, default values, character/value/selection limits, up to 5 files per file upload, Import/Export, Translation and design Settings, and prioritized support.
* **Platinum** includes everything in Advanced plus all option types, up to 20 files per file upload, option quantity, Upsell product, Live mockup (product personalizer), editing options on the cart page and customer targeting.
* **Unlimited** includes everything in Platinum plus all future features and updates, theme integration, exclusive customization, expert optimization and top-priority support.

|| Merchants on an older (legacy) plan can keep features that plan included. Open **Pricing plan** in the app to see exactly what your current plan includes.

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## Feature availability by plan

| Feature                                                                                                               |           Free          |  Advanced |  Platinum | Unlimited |
| --------------------------------------------------------------------------------------------------------------------- | :---------------------: | :-------: | :-------: | :-------: |
| Number of option sets                                                                                                 |            10           | Unlimited | Unlimited | Unlimited |
| Text box, Text area, Number field, Checkbox, Dropdown menu, Radio button, Swatch, Button, Paragraph, Heading, Divider |            ✅            |     ✅     |     ✅     |     ✅     |
| File upload, Date & time, Color picker, Email, Font picker, Option group                                              | Premium option set only |     ✅     |     ✅     |     ✅     |
| Switch, Dropdown with thumbnail, Pop-up modal                                                                         | Premium option set only |     —     |     ✅     |     ✅     |
| Color and image values (swatches, thumbnails)                                                                         |            ✅            |     ✅     |     ✅     |     ✅     |
| Analytics                                                                                                             |            ✅            |     ✅     |     ✅     |     ✅     |
| Cart drawer / mini-cart support                                                                                       |            ✅            |     ✅     |     ✅     |     ✅     |
| Price add-on (**Extra fee**)                                                                                          | Premium option set only |     ✅     |     ✅     |     ✅     |
| Conditional logic (**Visibility**)                                                                                    | Premium option set only |     ✅     |     ✅     |     ✅     |
| SKU                                                                                                                   | Premium option set only |     ✅     |     ✅     |     ✅     |
| Default value, character limits, selection limits, search bar                                                         | Premium option set only |     ✅     |     ✅     |     ✅     |
| Show updated total price with add-ons                                                                                 | Premium option set only |     ✅     |     ✅     |     ✅     |
| Show options on order emails and packing slips                                                                        | Premium option set only |     ✅     |     ✅     |     ✅     |
| Import / Export option sets                                                                                           | Premium option set only |     ✅     |     ✅     |     ✅     |
| Settings (General, Design, Translation Texts)                                                                         |          Locked         |     ✅     |     ✅     |     ✅     |
| Files per File upload option                                                                                          |            —            |  Up to 5  |  Up to 20 |  Up to 20 |
| Maximum size per uploaded file                                                                                        |            —            |   20 MB   |   50 MB   |   50 MB   |
| Option quantity                                                                                                       | Premium option set only |     —     |     ✅     |     ✅     |
| Upsell product (link a Shopify variant's price and stock)                                                             | Premium option set only |     —     |     ✅     |     ✅     |
| Live mockup (product personalizer)                                                                                    | Premium option set only |     —     |     ✅     |     ✅     |
| Edit option on cart page                                                                                              | Premium option set only |     —     |     ✅     |     ✅     |
| Specific variants and option sets for variants                                                                        | Premium option set only |     —     |     ✅     |     ✅     |
| Customer targeting (**Select customers**)                                                                             | Premium option set only |     —     |     ✅     |     ✅     |

| When an option type or feature needs a higher plan, the editor shows an **Advanced** or **Platinum** badge next to it. Click the badge to go to the **Pricing plan** page.

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## Try premium features on the Free plan (Premium option set)

On the Free plan you can use every Premium feature on **one product** without paying and without a time limit. To do this you use a **Premium option set**:

1. Go to **Option sets**.
2. Click **Create premium option set**, or click the **star** icon on the row of an existing option set and confirm **Set as premium**.

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3. Build your option set with any option type or feature.
4. In **2. Select products**, apply it to **one product** (or one variant) and save.

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### **Things to know:**

* You can have **one** Premium option set per store.
* A Premium option set can be applied to **one product or one variant only**. Options such as collections, tags, several products and product exclusions are not available for it.
* **Set as premium** makes a **copy** of the option set. The copy is not assigned to any product until you assign it.
* **Unset premium** turns the option set back into a regular option set. Its features then follow your current plan.
* If you upgrade to a paid plan, you can use Premium features in all option sets and on all products.

## Trial, billing and changing plans

* Every paid plan starts with a **14-day free trial** with full access to all features. You are not charged until the trial ends.
* Billing is handled by Shopify. Charges appear on your Shopify invoice, and invoices are in **Settings > Billing** of your Shopify admin.
* To change plan, open **Pricing plan**, choose a plan and click **Upgrade**, **Downgrade** or **Start 14-day free trial**. Upgrades and downgrades take effect immediately and the remaining balance of the current cycle is prorated automatically.
* Have a discount code? Enter it in the **Discount code** field on the **Pricing plan** page and click **Apply**.

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* To cancel a paid plan, switch to the **Free** plan by clicking **Choose this plan** under Free. Access to paid features ends immediately.

![](https://1821185975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFiuDpHWm2HwzxPH4lfM%2Fuploads%2FOYrLQa0FXX0QsjsITYHj%2Fimage.png?alt=media&amp;token=0dfd6c39-1eb3-47f3-86d1-dd7f36a0a450)

* Your settings and option sets are kept when you change plans. Features that need a higher plan become unavailable after a downgrade.

## Related guides

* [Quickstart](https://help.optis.me/en/article/quickstart-k0gzn7/)
* [How to Use the "Quantity" Feature for Options](https://help.optis.me/en/article/how-to-use-the-quantity-feature-for-options-126ktye/)
* [How to Use "Upsell product"](https://help.optis.me/en/article/how-to-use-upsell-product-link-stock-and-price-of-shopify-variant-to-option-value-1ivjbxh/)
* [How to set up Conditional logics?](https://help.optis.me/en/article/how-to-set-up-conditional-logics-mj32zg/)