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docs: customer documentation for the September 2026 features - #10

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docs: customer documentation for the September 2026 features#10
zackkatz wants to merge 1 commit into
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docs/september-2026-features

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@zackkatz zackkatz commented Sep 1, 2026

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Summary

Customer documentation for six trustedlogin-ecommerce features shipping this week. Every fact below (prices, caps, field labels, copy) was pulled from the real PR diffs in trustedlogin/trustedlogin-ecommerce, not assumed.

  • Annual billing toggleTL-127 (#1055). Monthly/Annual toggle on the plan picker with a "2 months free" badge; a same-plan interval switch is a swap, not a new checkout. Documented in docs/Guides/change-plan.md.
  • Trial-ending reminder emailsTL-129 (#1056). T-7 and T-1 emails to the team owner with real trial usage and a link to choose a plan. New page: docs/Guides/trial-ending-reminders.md.
  • Cancellation exit conversationTL-132 (#1057). The existing "Switch to Free" confirmation now also asks two optional questions; cancellation is never gated on them. Documented in docs/Guides/change-plan.md.
  • Enterprise contact flowTL-130 (#1058). In-app qualification form replaces the static "talk to sales" link, with a one-business-day reply target. New page: docs/Guides/request-enterprise-access.md.
  • Monthly value digestTL-133 (#1059). Monthly usage summary email to the team owner; skipped for teams with zero activity. New page: docs/Guides/monthly-value-digest.md.
  • Pricing 2.0 catalogTL-121 / TL-128 (#1060). New self-serve tiers (Free/Support/Growth/Scale/Enterprise), new prices, and a hard site cap (no overage billing — the dead overage code path was removed, not wired up). Documented in docs/Guides/change-plan.md, docs/Guides/buy-credits.md, and docs/Guides/signup.md (corrected the Free-plan allotment new signups now see: 1 site / 5 logins, not the old 3/10).

Notes for reviewers

  • Every touched/added Guides page carries an inline HTML comment flagging it as a manual addition — none of these six flows has a matching Playwright doc-flow spec in trustedlogin-ecommerce yet (tests/Browser/docs/), so there are no new screenshots. Whoever adds spec coverage should regenerate those sections from the spec and delete the notices.
  • The docs/Guides section is currently not linked from the site nav (see the comment in sidebars.js) — these edits follow that existing state and don't change it.
  • Unverified / flagged, not guessed: nothing in this PR — every number and behavior claim traces to a specific line in a PR diff. Two things worth a reviewer's eye anyway: (1) change-plan.md still describes "Cancel subscription" as a Stripe Billing Portal action (pre-existing content, unchanged) alongside the in-app "Switch to Free" flow I added — both may genuinely coexist, but I didn't have diff evidence either way for the portal's cancel button, so I left that claim as-is rather than removing it; (2) the Enterprise "sites under management" ranges (100–300 through 5,000+) come from EnterpriseInquiry::SITES_RANGES in #1058 as shipped.

Test plan

  • Docs site builds cleanly on this branch (not run locally — no node_modules in the worktree used for this change)
  • Spot-check the Pricing 2.0 table in change-plan.md against the live plan picker once #1060 deploys
  • Confirm the three new pages render and their relative links resolve once merged

Covers six trustedlogin-ecommerce features shipping this week, verified
against their real PR diffs (not assumptions):

- Annual billing toggle on the plan picker, "2 months free" (PR #1055,
  TL-127) — docs/Guides/change-plan.md
- Trial-ending reminder emails at T-7 and T-1 (PR #1056, TL-129) —
  new docs/Guides/trial-ending-reminders.md
- Cancellation exit conversation on "Switch to Free" (PR #1057,
  TL-132) — docs/Guides/change-plan.md
- Enterprise qualification form replacing the static contact link
  (PR #1058, TL-130) — new docs/Guides/request-enterprise-access.md
- Monthly value digest email to team owners (PR #1059, TL-133) —
  new docs/Guides/monthly-value-digest.md
- Pricing 2.0 catalog: Free/Support/Growth/Scale/Enterprise tiers,
  new prices, and the hard site cap replacing the dead site-overage
  code path (PR #1060, TL-121/TL-128) — docs/Guides/change-plan.md,
  docs/Guides/buy-credits.md, docs/Guides/signup.md

All six landed content is hand-written and flagged inline as a manual
addition/correction — none of it has a matching Playwright doc-flow
spec in trustedlogin-ecommerce yet, so there are no new screenshots.
Whoever adds spec coverage for these flows should regenerate the
affected sections and remove the manual-addition notices.
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📒 Files selected for processing (7)
  • docs/Guides/buy-credits.md
  • docs/Guides/change-plan.md
  • docs/Guides/index.md
  • docs/Guides/monthly-value-digest.md
  • docs/Guides/request-enterprise-access.md
  • docs/Guides/signup.md
  • docs/Guides/trial-ending-reminders.md

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