The simplest path is:
- Start on Free if you want hands-on product use first.
- Move to Pro if you need branded delivery, signing, analytics, and more headroom.
- Move to Agency if you need scale, a custom domain, unlimited signing, custom email-domain support, or higher-touch onboarding.
If the question is commercial, security-related, or tied to a specific rollout requirement, route it to the team instead of guessing from plan cards alone.