Changing or cancelling your plan

Upgrades, downgrades, cancellation, and what happens to your data afterwards.

Category: Pricing & trial

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Upgrading

Settings → Billing → "Change plan". Upgrades take effect immediately. On annual billing the price difference pro-rates for the rest of your current period.

Downgrading

Same path. Downgrades take effect at the start of your next billing cycle. Your current period keeps the higher tier features. You will see a confirmation if your usage exceeds the lower tier's caps.

Cancelling

Settings → Billing → "Manage billing" → "Cancel subscription". Monthly plans stop renewing immediately; access continues to the end of the current period. Annual plans are not pro-rated for refunds.

After you cancel

Your account stays accessible at read-only until the period ends. Export your proposals and clients to CSV from their respective pages before you go. We do not delete data immediately — you can come back and reactivate without losing history.

Updated on: 29/06/2026