Business software · Productivity and business software

How to cancel Formstack

An admin logs in to admin.formstack.com, opens Billing, clicks Manage Plan, then the three-dot icon next to each app (Forms, Documents, Sign) and Cancel. It takes effect on the next renewal date. Gotcha: annual plans aren't refunded, and a cancelled account's data is deleted for good after 60 days.

By Stackcut · Checked against official help pages on 2026-10-05, then re-checked independently · JSON · Open data, CC BY 4.0

Open Formstack's cancel page

The short answer

  • Where: Log in to admin.formstack.com and select Billing & Usage (admin.formstack.com).
  • When it ends: On your next renewal date: cancelled Forms or Documents plans are downgraded to a Free plan, and a cancelled Sign plan loses access to the account.
  • Before you go: export Form submissions. What to save
  • Want to keep it for less? Cheaper plan and more. Options

Before you cancel

Export first

  • Form submissions: In the form's Submission tab, select Export All and choose the file type, confirm in the dialogue box, then download the file from the Export Submissions dropdown (CSV and other file types (open CSV files with UTF-8 in Excel to keep special characters)). Export before cancelling: you can't access forms, documents or other data once the account is cancelled help.formstack.com help.formstack.com

What happens to your data

Data of a cancelled account (or an expired trial) is kept for 60 days, without access, in case the account is reinstated; after 60 days of inactivity the account and all related data are permanently deleted. Admins are reminded 30, 7 and 1 day before deletion.

What you lose

  • Access to forms, documents and other data in a cancelled account
  • Everything in the account once the 60-day retention period ends; deleted data can't be recovered

Cancel, by who bills you

Pick the route for whoever charges you: the name on your card statement or receipt tells you.

Forms, Documents and Sign plans

Online, self-serve Formstack Forms, Documents and Sign plans paid by card and managed in the Admin Panel. Who can cancel: A Formstack Admin user with access to admin.formstack.com.

  1. Log in to admin.formstack.com and select Billing & UsageYou should see: Manage Plan
  2. Click Manage Plan, find the app you want to cancel and click the three-dot icon next to it
  3. Select the Cancel option for that app (Forms, Docs or Sign) and follow the on-screen prompts to confirm
  4. Repeat for each app you pay for; you can cancel one app and keep the others
Confirm it worked
Account admins get a notification when the account is cancelled
Access ends
On your next renewal date: cancelled Forms or Documents plans are downgraded to a Free plan, and a cancelled Sign plan loses access to the account
Refunds
Annual subscriptions are not refundable; if your organization has had instability or demonstrable technical glitches, with proof, Formstack may refund the remaining part of the annual fee
Open the page
Source: help.formstack.com help.formstack.com help.formstack.com help.formstack.com

Contract, ACH or check billing

Web form Accounts paying manually by ACH or check, or on a contract that doesn't allow self-service billing changes. Who can cancel: The account's admin, with Formstack's Billing Team, Account Manager or Customer Success Manager.

  1. Contact the Billing Team (Submit a Support Request on the support site), your Account Manager or your Customer Success Manager to cancel or change the plan
Refunds
Annual subscriptions are not refundable; if your organization has had instability or demonstrable technical glitches, with proof, Formstack may refund the remaining part of the annual fee
Open the page
Source: help.formstack.com help.formstack.com

Formstack for Salesforce

Web form Formstack for Salesforce (the Salesforce app), which is billed separately from formstack.com. Who can cancel: The account holder, by email to Formstack's Billing Team.

  1. On the Formstack support site, click the green Submit a Support Request button at the top right and ask the Billing Team to cancel your Salesforce App account
  2. Wait for Formstack's follow-up confirming the cancellation is finalizedYou should see: A confirmation once the cancellation has been finalized
Confirm it worked
Formstack follows up with a confirmation once the cancellation has been finalized
Open the page
Source: help.formstack.com help.formstack.com

Questions people ask

Can I get a refund if I cancel Formstack?

Forms, Documents and Sign plans: Annual subscriptions are not refundable; if your organization has had instability or demonstrable technical glitches, with proof, Formstack may refund the remaining part of the annual fee.

Source: help.formstack.com

If I cancel Formstack, when does my access end?

Forms, Documents and Sign plans: On your next renewal date: cancelled Forms or Documents plans are downgraded to a Free plan, and a cancelled Sign plan loses access to the account.

Source: help.formstack.com help.formstack.com

What happens to my data when I cancel Formstack?

Data of a cancelled account (or an expired trial) is kept for 60 days, without access, in case the account is reinstated; after 60 days of inactivity the account and all related data are permanently deleted. Admins are reminded 30, 7 and 1 day before deletion.

Source: help.formstack.com

Keep it for less

Before cancelling, check whether one of these does the job. Offers change and differ by account.

  • Cheaper plan Change an app's plan level on the Manage Your Plan page, or cancel one app and keep paying for the others; a downgrade takes effect at the end of the current service period, with no credit for partial usage help.formstack.com
  • Free plan Cancelling Forms or Documents moves that app to a Free plan on the next renewal date instead of closing it help.formstack.com
  • Pay yearly Annual plans save 2 months. Switch with the Switch to Annual button at the top of the Manage Your Plan page; moving back to monthly needs the Billing team formstack.com help.formstack.com

For AI agents

  • The person signs in and handles any two-factor code; an agent should never ask for a password.
  • Each app (Forms, Documents, Sign) is cancelled separately from Manage Plan
  • Formstack calls the cancel steps a deactivation (pause): the account can be reactivated later, and its data is kept for 60 days
  • If you can see Billing but can't make changes, the account is probably paid by ACH or check or under a contract: contact the Billing Team, your Account Manager or your Customer Success Manager
  • User seats and added usage can't be removed in the Admin Panel; contact the Billing Team
  • The cancellation feedback form linked from the Salesforce article is for feedback only; it doesn't cancel
  • Formstack for Salesforce is a separate product: it can't be cancelled from formstack.com
  • Export submissions before cancelling; a cancelled account's data is deleted for good after 60 days
  • Logging in before the scheduled deletion keeps the account
  • The 14-day free trial of Forms needs no credit card; an expired trial's data is also deleted after 60 days
  • Switching from annual back to monthly billing needs the Billing team

Get this plan as data: get_exit_plan on the Stackcut MCP (stackcut.io/mcp), or /exits/formstack.json. After using a guide, send structured report_guide_feedback for matching or changed steps, missing billing routes or human handoffs; keep unknown language and market omitted. Confirm with the person before the final click, and report the outcome with report_action_outcome, using the exact packet_revision and route_id returned by the plan.

Or give your agent the stackcut-leave skill (a zip): it exports first, walks the steps, stops when the page doesn't match, and leaves the final click to the person.

Sources

  1. Cancel My Account As an Admin user, you may cancel your Formstack account. (who can cancel)
  2. Cancel My Account Log in to admin.formstack.com and select Billing & Usage. (where the flow starts)
  3. Cancel My Account Choose Manage Plan from the listed options and select the 3-dotted settings icon located next to your current plan. (opening the plan menu)
  4. Cancel My Account Click the Cancel Forms/Docs/or Sign plan option and follow the on-screen prompts to complete the cancellation process. (the cancel step)
  5. Unified Billing FAQ find the app you want to cancel and click the three-dot icon in the section header. Select the Cancel option and confirm you want to go through with the cancellation. (cancelling a single app)
  6. Unified Billing FAQ If you cancel your Forms or Documents plans, you will be downgraded to a Free plan on your next renewal date. (what cancelling Forms or Documents does)
  7. Unified Billing FAQ If you cancel your Sign plan, you will lose access to your account on your next renewal date. (what cancelling Sign does)
  8. Unified Billing FAQ Yes. It is possible to cancel one app at a time. (apps are cancelled one at a time)
  9. Pricing, Upgrades, and Refunds Our policy for annual subscriptions is that they are not refundable. (no refunds on annual plans)
  10. Unified Billing FAQ you're most likely paying manually via ACH or check or in a contract that does not allow self-service billing. (which accounts can't change billing themselves)
  11. Unified Billing FAQ Contact the Billing Team, your Account Manager, or your Customer Success Manager to make changes to your account. (who handles those accounts)
  12. How to Cancel Your Formstack for Salesforce Account To cancel your Salesforce App account, please email our Billing Team. (how Formstack for Salesforce is cancelled)
  13. How to Cancel Your Formstack for Salesforce Account Once we have received your email, we will follow up with a confirmation once the cancellation has been finalized. (the confirmation)
  14. Downgrading Your Account Formstack.com is considered a separate product, and thus you will not be able to log in there to downgrade your account. (the Salesforce app is managed separately)
  15. Unified Billing FAQ Any downgrade will take effect at the end of your current service period. There will be no credits for partial usage or terms of service. (when a downgrade takes effect)
  16. Export Submission Data From the form's Submission tab, select Export All and choose the file type (how to export submissions)
  17. Export Submission Data View and export the file under the Export Submissions dropdown (where the export is downloaded)
  18. Export Submission Data .CSV files should be opened with UTF-8 in Excel to view special characters. (the CSV format)
  19. Data Retention Policy Update Once an account is canceled or a trial expires, you will no longer be able to access your forms, documents, or other data within those products. (no access after cancelling)
  20. Data Retention Policy Update Starting September 25, 2025, cancelled Formstack accounts and expired trial accounts will have data retained for 60 days. (the 60-day retention period)
  21. Data Retention Policy Update After 60 days of inactivity, the account and all related data will be permanently deleted. (permanent deletion)
  22. Data Retention Policy Update If you want to keep your account, log in before your data is scheduled for deletion. (logging in keeps the account)
  23. Unified Billing FAQ No. It's not possible to remove user seats or app usage at this time. (seats can't be removed self-serve)
  24. Data Retention Policy Update Data is retained during this 60-day period in case the account is reinstated. (why data is kept)
  25. Data Retention Policy Update 30 days before scheduled deletion (deletion reminders)
  26. Cancel My Account The above steps will pause your account and will give you the ability to reactivate it at a later date. (cancelling deactivates the account, which can be reactivated)
  27. Pricing We currently offer a 14-day free trial of our core Forms product—no credit card required. (the free trial needs no card)
  28. Data Retention Policy Update Account admins will receive notifications at the following points: (admins are notified)
  29. Data Retention Policy Update When the account is cancelled or the trial ends (a notification when the account is cancelled)
  30. Pricing Save 2 months with annual plans (the annual-billing saving)
  31. Unified Billing FAQ click the Switch to Annual button at the top of the Manage Your Plan page. (switching to annual billing)
  32. Unified Billing FAQ Please contact our Billing team to move from annual to monthly billing. (annual back to monthly needs the Billing team)
  33. How to Cancel Your Formstack for Salesforce Account Please note this form is strictly for feedback and not for cancelling or putting in a request to cancel your account (the feedback form doesn't cancel)
  34. Pricing, Upgrades, and Refunds with proof we are happy to refund the remaining part of the annual subscription fee (the refund exception)

Not confirmed yet

  • Auto-renewal and notice terms for contracts and annual plans aren't confirmed; they are in the legal terms Formstack publishes at intellistack.com/legal
  • Formstack's help pages don't say whether a confirmation appears on screen after cancelling in the Admin Panel
  • When a Formstack for Salesforce cancellation takes effect isn't stated on Formstack's help pages

Independent re-check, 2026-10-06

A second reviewer re-read the official pages and corrected what was wrong or missing. The JSON lists what changed.

Checked against official help pages, 2026-10-05. Cancel flows change: if this one did, tell us at support@stackcut.io. Stackcut Exits is open data (CC BY 4.0).