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You manage your subscription self-serve from the app. Only workspace owners can make billing changes.

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Change your plan

  1. Go to Workspace Settings > Billing.
  2. Choose Change Plan to upgrade or downgrade.
Upgrades take effect immediately. Downgrades are scheduled and take effect at the end of your current billing period.
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.

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Cancel your subscription

  1. Go to Workspace Settings > Billing.
  2. Open the billing portal and choose Cancel subscription.
What happens when you cancel:
  • Your plan stays active until the end of the current billing period. You can keep generating documents until then.
  • 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.
Only need DocsAutomator for part of the year? Cancel when your busy season ends and resubscribe when it starts again. Your automations will be waiting for you.

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Delete your workspace or account

Cancelling does not delete your data. If you want your data removed as well, see Delete Your Account & Data. Note that a workspace can only be deleted after the subscription cancellation has taken effect.
Last modified on July 29, 2026