{
 "id": "cognito_forms",
 "name": "Cognito Forms",
 "category": "productivity",
 "website": "https://www.cognitoforms.com",
 "domains": [
  "cognitoforms.com"
 ],
 "summary": "An Organization Owner downgrades to the free Individual plan in Settings, Plan & Billing; a monthly downgrade takes effect at the next billing date. Payments are non-refundable. Gotcha: annual plans are non-cancelable for the 12-month term and renew unless cancelled before the renewal date.",
 "routes": [
  {
   "channel": "direct_web",
   "label": "Monthly plan: move to free Individual",
   "applies_to": "Organizations on a monthly Pro, Team or Enterprise plan",
   "who": "An Organization Owner",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Find your organization's name at the top left of the sidebar and select Settings",
     "expect": "Plan & Billing"
    },
    {
     "do": "Select Plan & Billing in the left-hand navigation",
     "expect": "the plan levels, each with Change Plan"
    },
    {
     "do": "Find the Individual plan, click Change Plan, then click Downgrade (for another paid tier, click Change Plan, enter billing details, then click the Change Plan button at the bottom of the form)",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "At your next billing date: the pricing FAQ and the Terms say a monthly downgrade takes effect at the start of the next billing cycle",
   "notice": null,
   "refund": "Payments are non-refundable. The help center says the unused part of the current month is credited to your account for future payments, but the Terms say there are no prorated refunds or credits for downgrades or cancellations",
   "fees": null,
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s6",
    "s7",
    "s8",
    "s9",
    "s31",
    "s33",
    "s34"
   ]
  },
  {
   "channel": "direct_web",
   "label": "Annual plan: stop the renewal",
   "applies_to": "Organizations on an annual plan (a 12-month commitment with a Usage Wallet)",
   "who": "An Organization Owner",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Open Settings, then Plan & Billing",
     "expect": "Renewal Details, once the renewal date is within two months"
    },
    {
     "do": "Review Renewal Details (plan level, committed users and wallet target for the next 12-month term) and adjust the upcoming term",
     "expect": null
    },
    {
     "do": "To end the subscription, cancel before the renewal date, or schedule a downgrade to take effect at the next renewal; the current term can't be shortened",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "At the end of the current 12-month term: cancelling an annual plan stops the renewal but doesn't end or shorten the active term",
   "notice": "Cancel before the renewal date, or the annual plan renews for another 12-month term; Renewal Details appear two months before renewal",
   "refund": "Refunds are not available under most circumstances",
   "fees": "The full 12-month commitment applies, including users added beyond the plan during the term, even if you remove them later",
   "source_ids": [
    "s10",
    "s11",
    "s12",
    "s13",
    "s14",
    "s15",
    "s35",
    "s36",
    "s37"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "free_plan",
   "what": "The free Individual plan: unlimited forms, 100 entries a month and 1 user, with Cognito Forms branding",
   "evidence": "documented",
   "source_ids": [
    "s16",
    "s17",
    "s4",
    "s32"
   ]
  },
  {
   "type": "downgrade",
   "what": "Move to a cheaper paid tier (for example Team to Pro) with Change Plan in Plan & Billing; a monthly downgrade takes effect at the next billing date, and an annual plan can schedule one for the next renewal",
   "evidence": "documented",
   "source_ids": [
    "s3",
    "s5",
    "s33",
    "s36"
   ]
  },
  {
   "type": "annual_billing",
   "what": "Annual plans cost less than monthly billing, but they are a 12-month commitment that can't be cancelled during the term",
   "evidence": "documented",
   "source_ids": [
    "s18",
    "s10"
   ]
  },
  {
   "type": "student_or_nonprofit",
   "what": "Discounted rates on any plan level for 501(c)(3) tax-exempt organizations that aren't educational or governmental",
   "evidence": "documented",
   "source_ids": [
    "s19"
   ]
  }
 ],
 "export": [
  {
   "data": "Form entries",
   "how": "Click the form name in the sidebar to open its Entries page, open the Actions menu at the top right and select Export, then choose Selection, Current View or All Fields; the download starts when the export is ready, and an emailed link works for 24 hours",
   "format": "Excel (.xlsx)",
   "limits": "File Upload fields and signature images aren't included; exports from unsaved entry views hold up to 50,000 entries",
   "source_ids": [
    "s20",
    "s21",
    "s22",
    "s23"
   ]
  },
  {
   "data": "Files uploaded through your forms",
   "how": "On the form's Entries page, select the entries (or all of them with the top-left checkbox), then open Actions and select Download, then Uploaded Files; an email arrives with a link to the zipped folder, available for 24 hours",
   "format": "ZIP folder",
   "limits": "Pro, Team and Enterprise plans only, so download before moving to Individual; up to 100 GB per download",
   "source_ids": [
    "s24",
    "s25",
    "s26",
    "s27"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "Downgrades take effect at the beginning of the next billing cycle; annual plans run to the end of the 12-month term",
  "data_kept": "If you close the account, Cognito Forms makes reasonable commercial efforts to permanently delete it and all its data; copies may stay in residual backups for a while, and closed-account data can't be recovered",
  "you_lose": [
   "Paid-plan limits: the Individual plan allows 100 entries a month and 1 user",
   "Bulk download of uploaded files, which needs Pro, Team or Enterprise",
   "Everything in the account if you close it"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "Only an Organization Owner can change the plan",
   "Annual plans can't be cancelled mid-term: cancel before the renewal date, using the Renewal Details shown in the last two months",
   "Download uploaded files before moving to the free plan: bulk file download needs Pro, Team or Enterprise",
   "The Excel export leaves out file uploads and signature images",
   "Don't promise a refund or credit: payments are non-refundable, and the Terms rule out prorated credits for downgrades even though the help center mentions one"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "Organization Owners can change their organization's plan at any time.",
   "supports": "who can change the plan"
  },
  {
   "id": "s2",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "Find your organization's name in the top left corner of the sidebar and select Settings.",
   "supports": "where to start"
  },
  {
   "id": "s3",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "Find the plan level you want and click Change Plan.",
   "supports": "choosing a plan"
  },
  {
   "id": "s4",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "If selecting the Individual plan, click Downgrade.",
   "supports": "the Downgrade button for the free plan"
  },
  {
   "id": "s5",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "Otherwise, select the Change Plan button at the bottom of the form.",
   "supports": "changing to another paid tier"
  },
  {
   "id": "s6",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "Select Plan & Billing in the left-hand navigation.",
   "supports": "the Plan & Billing page"
  },
  {
   "id": "s7",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "a prorated amount for the time remaining in the current month will be credited back to your account.",
   "supports": "downgrades leave account credit"
  },
  {
   "id": "s8",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "All plan subscription payments are non-refundable; however, you can upgrade or downgrade your subscription at any time for any reason.",
   "supports": "no refunds"
  },
  {
   "id": "s9",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "take effect at the beginning of the next billing cycle following the downgrade request",
   "supports": "when downgrades take effect"
  },
  {
   "id": "s10",
   "url": "https://www.cognitoforms.com/support/1202/account-organizations/plans-billing/annual-plans",
   "title": "Annual plans",
   "publisher": "vendor",
   "quote": "12-month commitment. Annual plans are non-cancelable for the length of the term.",
   "supports": "annual plans can't be cancelled mid-term"
  },
  {
   "id": "s11",
   "url": "https://www.cognitoforms.com/support/1202/account-organizations/plans-billing/annual-plans",
   "title": "Annual plans",
   "publisher": "vendor",
   "quote": "Once your renewal date is within two months, Renewal Details appear automatically so you can review and adjust your upcoming term.",
   "supports": "the Renewal Details window"
  },
  {
   "id": "s12",
   "url": "https://www.cognitoforms.com/support/1202/account-organizations/plans-billing/annual-plans",
   "title": "Annual plans",
   "publisher": "vendor",
   "quote": "Renewal Details show you what your annual plan will look like when it renews for another 12-month term, including plan level, committed users, and wallet target.",
   "supports": "what Renewal Details shows"
  },
  {
   "id": "s13",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Monthly subscriptions renew on a month-to-month basis, and annual subscriptions renew on a yearly basis, unless canceled before the renewal date.",
   "supports": "auto-renewal unless cancelled before the renewal date"
  },
  {
   "id": "s14",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Refunds are not available under most circumstances",
   "supports": "no refunds"
  },
  {
   "id": "s15",
   "url": "https://www.cognitoforms.com/support/1202/account-organizations/plans-billing/annual-plans",
   "title": "Annual plans",
   "publisher": "vendor",
   "quote": "funds are only deducted from your Usage Wallet based on your actual monthly usage.",
   "supports": "how the annual Usage Wallet works"
  },
  {
   "id": "s16",
   "url": "https://www.cognitoforms.com/pricing",
   "title": "Pricing",
   "publisher": "vendor",
   "quote": "100 entries / mo.",
   "supports": "the free plan's entry limit"
  },
  {
   "id": "s17",
   "url": "https://www.cognitoforms.com/pricing",
   "title": "Pricing",
   "publisher": "vendor",
   "quote": "Unlimited forms",
   "supports": "the free plan allows unlimited forms"
  },
  {
   "id": "s18",
   "url": "https://www.cognitoforms.com/support/1202/account-organizations/plans-billing/annual-plans",
   "title": "Annual plans",
   "publisher": "vendor",
   "quote": "Pay for Cognito Forms once a year at a lower rate than monthly billing",
   "supports": "annual billing costs less"
  },
  {
   "id": "s19",
   "url": "https://www.cognitoforms.com/pricing",
   "title": "Pricing",
   "publisher": "vendor",
   "quote": "We offer discounted rates on any of our plan levels for non-educational, non-governmental organizations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code.",
   "supports": "the nonprofit discount"
  },
  {
   "id": "s20",
   "url": "https://www.cognitoforms.com/support/77/entries/exporting-entries",
   "title": "Exporting entries",
   "publisher": "vendor",
   "quote": "Click the form name in the sidebar to open the Entries page",
   "supports": "where exporting starts"
  },
  {
   "id": "s21",
   "url": "https://www.cognitoforms.com/support/77/entries/exporting-entries",
   "title": "Exporting entries",
   "publisher": "vendor",
   "quote": "Open the Actions menu in the top right toolbar and select Export",
   "supports": "the Export step"
  },
  {
   "id": "s22",
   "url": "https://www.cognitoforms.com/support/77/entries/exporting-entries",
   "title": "Exporting entries",
   "publisher": "vendor",
   "quote": "The Excel export will not include File Upload fields or Signature field images",
   "supports": "what the export leaves out, and the format"
  },
  {
   "id": "s23",
   "url": "https://www.cognitoforms.com/support/77/entries/exporting-entries",
   "title": "Exporting entries",
   "publisher": "vendor",
   "quote": "Exports from unsaved entry views can contain up to 50,000 entries",
   "supports": "the export size limit"
  },
  {
   "id": "s24",
   "url": "https://www.cognitoforms.com/support/385/entries/downloading-files",
   "title": "Downloading files",
   "publisher": "vendor",
   "quote": "This feature is available to organizations on the Pro, Team, and Enterprise plans.",
   "supports": "bulk file download needs a paid plan"
  },
  {
   "id": "s25",
   "url": "https://www.cognitoforms.com/support/385/entries/downloading-files",
   "title": "Downloading files",
   "publisher": "vendor",
   "quote": "Open the Actions menu in the top right toolbar and select Download > Uploaded Files.",
   "supports": "how to download uploaded files"
  },
  {
   "id": "s26",
   "url": "https://www.cognitoforms.com/support/385/entries/downloading-files",
   "title": "Downloading files",
   "publisher": "vendor",
   "quote": "Once your files are ready, you will receive an email notification containing a link to download the zipped folder.",
   "supports": "the zipped folder arrives by email"
  },
  {
   "id": "s27",
   "url": "https://www.cognitoforms.com/support/385/entries/downloading-files",
   "title": "Downloading files",
   "publisher": "vendor",
   "quote": "The maximum file download size is 100 GB.",
   "supports": "the download size limit"
  },
  {
   "id": "s28",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "we will make reasonable commercial efforts to permanently delete your account and all the data associated with it",
   "supports": "what closing the account deletes"
  },
  {
   "id": "s29",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "we cannot recover your data once you have closed your account.",
   "supports": "closed-account data can't be recovered"
  },
  {
   "id": "s30",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "You can close your account at any time for any reason",
   "supports": "closing the account"
  },
  {
   "id": "s31",
   "url": "https://www.cognitoforms.com/support/157/account-organizations/plans-billing/changing-your-monthly-plan",
   "title": "Changing your monthly plan",
   "publisher": "vendor",
   "quote": "These credits will be automatically applied to future subscription payments.",
   "supports": "how downgrade credit is used"
  },
  {
   "id": "s32",
   "url": "https://www.cognitoforms.com/pricing",
   "title": "Pricing",
   "publisher": "vendor",
   "quote": "1 user",
   "supports": "the free plan's user limit"
  },
  {
   "id": "s33",
   "url": "https://www.cognitoforms.com/pricing",
   "title": "Pricing (FAQ)",
   "publisher": "vendor",
   "quote": "If you're on a monthly plan, a downgrade takes effect at your next billing date.",
   "supports": "when a monthly downgrade takes effect"
  },
  {
   "id": "s34",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Cognito Forms does not provide prorated refunds or credits for downgrades, cancellations, or unused subscription time during an active billing period.",
   "supports": "no prorated refunds or credits"
  },
  {
   "id": "s35",
   "url": "https://www.cognitoforms.com/terms",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Canceling an Annual Plan prevents renewal at the end of the current subscription term but does not terminate or shorten the active subscription term.",
   "supports": "cancelling an annual plan stops the renewal only"
  },
  {
   "id": "s36",
   "url": "https://www.cognitoforms.com/pricing",
   "title": "Pricing (FAQ)",
   "publisher": "vendor",
   "quote": "If you're on an annual plan, you can schedule a downgrade to take effect at your next renewal.",
   "supports": "annual downgrades are scheduled for renewal"
  },
  {
   "id": "s37",
   "url": "https://www.cognitoforms.com/support/1202/account-organizations/plans-billing/annual-plans",
   "title": "Annual plans",
   "publisher": "vendor",
   "quote": "Additional users beyond what's included in your subscription plan are committed for the rest of the term, even if you later remove them.",
   "supports": "extra users are committed for the term"
  }
 ],
 "verification": {
  "level": "partial",
  "checked_on": "2026-10-05",
  "by": "stackcut-research",
  "unverified": [
   "The steps for deleting an organization or closing the account are in Cognito Forms' help article \"Deleting an organization\" and aren't covered here",
   "The exact controls for cancelling an annual plan, or scheduling its downgrade, at renewal aren't described on Cognito Forms' annual plans page or pricing FAQ",
   "Cognito Forms' help center says a downgrade credits the rest of the current month to your account, while its Terms say there are no prorated refunds or credits for downgrades or cancellations; which applies isn't spelled out",
   "Whether Cognito Forms sends a confirmation email after a downgrade isn't documented"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-10-06",
   "result": "fixed",
   "notes": [
    "Corrected the free-plan step: click Change Plan on the Individual plan, then Downgrade",
    "Monthly downgrades take effect at the next billing date (pricing FAQ and Terms agree); removed the timing conflict note",
    "Added the Terms' rule of no prorated refunds or credits for downgrades, which conflicts with the help center's account credit; dropped the credit claim from the summary and tips",
    "Annual route: cancelling stops the renewal but doesn't shorten the term; downgrades can be scheduled for the next renewal; extra users stay committed for the term",
    "Dropped an unsourced claim that forms stay on the free plan; added the 24-hour download links"
   ]
  }
 },
 "page": "https://stackcut.io/cancel/cognito_forms",
 "json": "https://stackcut.io/exits/cognito_forms.json",
 "evidence": {
  "packet_revision": "fcc10ab5101144a96c23c4155fabedecf08c65b26aa4fed7f6c40cba890d7995",
  "docs_checked_on": "2026-10-05",
  "last_observed_success_on": null,
  "verification": "partial",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-10-05",
   "age_days": 4,
   "stale_after_days": 30,
   "next_check_on": "2026-11-04"
  },
  "routes": [
   {
    "route_id": "cognito-forms--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-10-05",
    "freshness": {
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     "status": "current",
     "checked_on": "2026-10-05",
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    "channel": "direct_web",
    "checked_on": "2026-10-05",
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     "age_days": 4,
     "stale_after_days": 30,
     "next_check_on": "2026-11-04"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}