Change your plan
- Go to Workspace Settings > Billing.
- Choose Change Plan to upgrade or downgrade.
If you are on a legacy plan (subscribed before 2026), changing plans switches you to the current plan lineup. You cannot return to a legacy plan afterwards.
Cancel your subscription
- Go to Workspace Settings > Billing.
- Choose Cancel subscription.
- Answer the questions, or skip them. Every question is optional, and Cancel now cancels at any step.
- Your plan stays active until the end of the current billing period. On an annual plan, that is the end of the paid year. You can keep generating documents until then, and we do not charge you again.
- Until that date, Resume subscription on the Billing page undoes the cancellation.
- Nothing is deleted. Your automations, templates, and settings are kept, so you can resubscribe later and pick up where you left off.
- After the period ends, your workspace returns to free test mode: document generation keeps working for testing, but documents carry a watermark and live generation is paused.
Pause instead of cancelling
Monthly plans can pause for 1 to 3 months instead of cancelling. The cancel flow shows this option when you say that you need DocsAutomator only for part of the year, or that you no longer need it. During a pause:- We do not charge you.
- Your automations stay as they are.
- Live documents are not created. Test documents still work.
- Billing starts again on its own when the pause ends.
Payment method, billing address, and invoices
Choose Manage Billing on the Billing page to open the billing portal. There you can:- Update your payment method
- Change your billing address
- View and download past invoices