You manage subscription under Settings → Subscription. There is no lock-in on public plans.
Before you start
You’re an admin on the company
You know current usage (users + documents)
Payment card ready if upgrading from Gratis
How to upgrade or downgrade
1. Open Subscription
Settings → Subscription.
2. Choose new plan
Start or Pro (or a lower tier if the UI allows).
3. Confirm payment
Paid plans charge via Stripe. Mid-period upgrades typically charge only the difference for the remainder.
4. Confirm limits updated
New user and document limits apply after the change.
How to cancel
1. Subscription → cancel / manage
Follow the control to cancel or move to Gratis, depending on what’s offered.
2. Confirm
Public model claims immediate effect regarding lock-in — read the in-app confirmation for access during a paid period.
3. Export what you need
Take reports/PDFs you need before you lose paid capacity.
What happens to data?
Company data is not automatically wiped on plan change. Full account deletion follows privacy policy and any delete process — contact support to close completely.
Common issues
Symptom | Cause | Fix |
Can’t upgrade | Card fails | Update payment method |
Too many users for lower plan | User cap | Deactivate users first |
Document limit after downgrade | Usage > new cap | Reduce activity or stay on higher plan |
See also
Didn’t find an answer? Message us via in-app chat, or use Contact.