Dropbox Trials
Some Dropbox products offer trial subscriptions. When a reseller orders a trial subscription, it is created by default with the minimum available quantity. To upgrade the Dropbox trial to a paid subscription, the trial subscription should be either expired or inactive and inside the first seven (7) days of the suspension window to be upgraded to a paid plan. If the trial subscription has passed this period or it is “Canceled“, the system cannot proceed with the upgrade action.
When a BSS user clicks on the Upgrade Trial to Paid button from the Shortcuts menu, for an expired Dropbox subscription, the action is initiated, and the trial subscription will be converted to a paid active subscription with a new billing cycle, where the Start Date will be the date of the upgrade.
Trial to Paid - Allowed Quantity
A Dropbox trial subscription can only be created with quantity=1. Due to synchronization limitations with Dropbox, during the Upgrade Trial to Paid action, the BSS user should always choose a quantity ≥ 3 (for Non-EDU products) or quantity ≥ 300 (for EDU products) because the quantity of the paid subscription can not be less than 3 or 300, respectively, depending on the SKU nature (Non-EDU or EDU).
Trial subscriptions which can be upgraded to paid are only supported for the following advanced edition products:
Dropbox Advanced Edition 5TB/license, Monthly Commitment - Monthly Billed
Dropbox Advanced Edition 5TB/license, Annual Commitment - Annually Billed
DropBox Sign Trials
Trial subscriptions are only supported for the following Dropbox Sign products:
Dropbox Sign Standard, Monthly Commitment - Monthly billed
Dropbox Sign Standard, Annual Commitment - Annually billed
Dropbox Sign Premium, Monthly Commitment - Monthly billed
Dropbox Sign Premium, Annual Commitment - Annually billed
For trials, the same minimum quantities apply as for the paid plans; 2 for Standard plans and 5 for Premium.
Please note that upgrading Dropbox Sign subscriptions to paid will be implemented in a future release. Until then, when a trial subscription expires (after 30 days), it will have a failed sync status and it will not be possible to upgrade it to a paid version.
Additional Trial-Upgrade Methods (workaround)
There are two more upgrade methods that you might wish to utilize for users with a trial Dropbox subscription. The first one is to create a new Dropbox subscription after the trial expiration, and the second is to convert a trial to a paid plan with a different Dropbox product than that of the trial plan. However, since the following two upgrade methods are not currently possible, you can follow the workaround analyzed below to achieve similar results.
Instead of creating a new Dropbox subscription after the expiration of a trial one, a BSS user can “Upgrade Trial to Paid” the existing/expired trial subscription by selecting other available upgrade paths. Similarly, a BSS user can also upgrade to a different Dropbox product.
Keep in mind that the upgrade paths should maintain the same billing schedule (Standard Monthly > Advanced Monthly; Standard Annual > Advanced Annual). We strongly advise you against the modification of the existing upgrade paths since a new path may not be supported by Dropbox.
Restoring “Dropbox External ID” From an Expired Trial Subscription to a New Base Product Order During Checkout
After the release of version 3.28.148, a new feature is available to our customers who have an expired trial Dropbox Base subscription (non-Sign) and are placing a new order for a Dropbox Base product, via both the BSS and Storefront portals. This feature ensures that users can re-utilize the “Dropbox external ID” (also known as teamID) of the channel and Dropbox account that was previously associated with the expired trial subscription, to a newly created and executed Base product order, usually within 7 days of the cancelation. This also means that from the release 3.28.148 and onwards, for every change that an active Dropbox Base subscription experiences, the Dropbox external ID (teamID) will be stored in our platform for the aforementioned (restoration) feature to be functional.
How the Restoration of the “Dropbox external ID” Functions
The same principles governing the canceled Dropbox Base subscriptions are applied when ordering a new Dropbox Base (non-Sign) subscription following the cancellation of an expired trial. Specifically, when a Dropbox Base (non-Sign) trial subscription expires, the user needs to cancel it first before ordering a new Dropbox subscription to be able to reuse the Dropbox external ID (teamID).