{
 "id": "pandadoc",
 "name": "PandaDoc",
 "category": "productivity",
 "website": "https://www.pandadoc.com",
 "domains": [
  "pandadoc.com"
 ],
 "summary": "The account owner cancels in Settings, Billing, then Cancel subscription, or asks support chat for the Free eSign plan, which keeps existing documents. Orders are non-cancelable and non-refundable, and annual terms auto-renew for a year unless written notice reaches legal@pandadoc.com 30 days before the term ends.",
 "routes": [
  {
   "channel": "direct_web",
   "applies_to": "PandaDoc paid plans bought online",
   "who": "The account owner (only the owner can open the Billing and Payment details pages)",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Sign in as the account owner and go to Settings, then Billing",
     "expect": "the subscription plan settings"
    },
    {
     "do": "In the subscription plan settings, select Cancel subscription",
     "expect": null
    },
    {
     "do": "Or, to keep a free account, switch to the Free eSign plan instead: go to Help, then Contact Support, open the support chat, select Ask question, ask Fin to switch you, and confirm",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "A monthly plan cancelled before its renewal date keeps access through the end of the current month. Plan changes on an active subscription take effect from the next invoice date (immediately on a trial or an expired subscription)",
   "notice": "Monthly plans renew every month, so cancel before the renewal date. Annual terms renew for a year unless written notice of non-renewal is given at least 30 days before the term ends (see the contract route)",
   "refund": "Unless agreed otherwise in writing, Orders are non-cancelable and fees are non-refundable",
   "fees": null,
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s6",
    "s12",
    "s13",
    "s5",
    "s10",
    "s27",
    "s28",
    "s29",
    "s30",
    "s31",
    "s15",
    "s16"
   ]
  },
  {
   "channel": "sales_contract",
   "applies_to": "Orders with a set term, such as annual subscriptions and sales-negotiated Orders under the Master Services Agreement",
   "who": "The customer, in writing",
   "method": "email",
   "start_url": null,
   "steps": [
    {
     "do": "Email written notice of non-renewal to legal@pandadoc.com at least 30 days before the end date of the term",
     "expect": null
    },
    {
     "do": "Keep a copy: email notices count as received when sent",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "At the end date of the current term",
   "notice": "Written notice of non-renewal at least 30 days before the term's end date, unless the Order says otherwise; without it, every seat and volume product renews for a one-year term",
   "refund": "Orders are non-cancelable and fees are non-refundable unless agreed otherwise in writing",
   "fees": "The term set in the Order is a continuous, non-divisible commitment: fees for the full term stay owed",
   "source_ids": [
    "s12",
    "s13",
    "s14",
    "s15",
    "s16",
    "s17",
    "s18"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "free_plan",
   "what": "The Free eSign plan: 60 documents a year with 2 recipients each, up to 5 templates, unlimited team members. Existing documents stay, but Content library items become inaccessible. Ask Fin in the support chat to switch you",
   "evidence": "documented",
   "source_ids": [
    "s7",
    "s8",
    "s9",
    "s10",
    "s32",
    "s27",
    "s28"
   ]
  },
  {
   "type": "downgrade",
   "what": "Monthly plans can be downgraded as needed (for example, back to the Free eSign plan in quiet months); changes take effect at the end of the billing cycle",
   "evidence": "documented",
   "source_ids": [
    "s5",
    "s6"
   ]
  },
  {
   "type": "seat_reduction",
   "what": "Remove users under Settings, Team and seats, then lower the seat count in Settings, Billing, Manage Plan, Manage Current Plan",
   "evidence": "documented",
   "source_ids": [
    "s19",
    "s20"
   ]
  }
 ],
 "export": [
  {
   "data": "Completed documents",
   "how": "Download them; this still works after switching to the Free eSign plan",
   "format": null,
   "limits": null,
   "source_ids": [
    "s33"
   ]
  },
  {
   "data": "Documents and other Customer Content",
   "how": "Retrieve copies at any time while the agreement is in effect. After it ends, you can ask PandaDoc within 60 days to let you retrieve what remains",
   "format": null,
   "limits": "After the 60-day period, content may be deleted",
   "source_ids": [
    "s21",
    "s22",
    "s23"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "A cancelled monthly plan keeps access through the end of the current month; a switch to the Free eSign plan applies from the next invoice date",
  "data_kept": "On the Free eSign plan all existing documents stay in the account while it is active. After the agreement ends, content can be retrieved on request for 60 days, then may be deleted",
  "you_lose": [
   "Sending beyond 60 documents a year or to more than 2 recipients per document (Free eSign plan)",
   "Creating new templates while you have more than 5 (Free eSign plan)",
   "Content library items, which become inaccessible on the Free eSign plan"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "Only the account owner can see Billing: other users can't cancel",
   "PandaDoc's help page asks you to contact support before cancelling",
   "Annual Orders renew for a year unless written notice reaches legal@pandadoc.com at least 30 days before the term ends",
   "Download what you need before the agreement ends: afterwards retrieval is by request, for 60 days only",
   "A cancelled or expired account can be reactivated later from the Billing tab"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "In your PandaDoc Account, go to Settings > Billing",
   "supports": "where to cancel"
  },
  {
   "id": "s2",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "In the subscription plan settings, select Cancel subscription",
   "supports": "the cancel step"
  },
  {
   "id": "s3",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "Only the account owner can view and access the Billing and Payment details pages.",
   "supports": "who can cancel"
  },
  {
   "id": "s4",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "Account cancellations must adhere to the terms and conditions agreed upon at the time of account creation.",
   "supports": "cancellations follow the agreed terms"
  },
  {
   "id": "s5",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "If you are on a monthly payment plan, you can upgrade or downgrade your subscription as needed.",
   "supports": "monthly plans can downgrade"
  },
  {
   "id": "s6",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "These changes take effect at the end of your billing cycle and can be requested through your account settings.",
   "supports": "when a downgrade takes effect"
  },
  {
   "id": "s7",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "With our Free plan you can send 60 documents per year, 2 recipients per document.",
   "supports": "Free plan sending limits"
  },
  {
   "id": "s8",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Free plan allows up to 5 templates.",
   "supports": "Free plan template limit"
  },
  {
   "id": "s9",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Unlimited team members can be invited to the Free plan.",
   "supports": "Free plan team members"
  },
  {
   "id": "s10",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "All your existing documents remain in your account.",
   "supports": "documents are kept on the Free plan"
  },
  {
   "id": "s11",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "All documents created during your trial or paid subscription remain accessible as long as your account is active.",
   "supports": "documents stay accessible"
  },
  {
   "id": "s12",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Plan changes will take effect immediately if you have a trial or an expired subscription. With an active subscription, plan changes will take effect from the next invoice date.",
   "supports": "when a plan change takes effect"
  },
  {
   "id": "s13",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "Unless otherwise explicitly agreed upon by the parties in writing, all Orders are non-cancelable and Fees are non-refundable",
   "supports": "no refunds"
  },
  {
   "id": "s14",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "the Term as set forth in the Order is a continuous and non-divisible commitment",
   "supports": "the full term is owed"
  },
  {
   "id": "s15",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "IF A PARTY PROVIDES THE OTHER PARTY WRITTEN NOTICE OF NON-RENEWAL AT LEAST THIRTY (30) DAYS PRIOR TO THE END DATE OF THE TERM",
   "supports": "the 30-day notice"
  },
  {
   "id": "s16",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "WILL AUTOMATICALLY RENEW FOR SUCCESSIVE ONE (1) YEAR RENEWAL TERMS UNDER THIS AGREEMENT AND THE APPLICABLE ORDER.",
   "supports": "one-year auto-renewal"
  },
  {
   "id": "s17",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "and if to PandaDoc to legal@pandadoc.com, or to such other addresses as may be designated by a party in writing.",
   "supports": "where to send notice"
  },
  {
   "id": "s18",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "All notices shall be deemed received when: (i) sent via email",
   "supports": "email notice counts when sent"
  },
  {
   "id": "s19",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "Settings > Team and seats",
   "supports": "where to remove users"
  },
  {
   "id": "s20",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "go to Settings > Billing > Manage Plan > Manage Current Plan and adjust the number of seats as needed.",
   "supports": "lowering the seat count"
  },
  {
   "id": "s21",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "Customer may retrieve copies of its Customer Content at any time while this Agreement is in effect.",
   "supports": "export while the agreement runs"
  },
  {
   "id": "s22",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "Customer may request, within sixty (60) days after such termination, that PandaDoc allow Customer to retrieve Customer Content still remaining in the Services.",
   "supports": "the 60-day retrieval window"
  },
  {
   "id": "s23",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "After such 60-day period, Customer Content may be deleted without any liability to PandaDoc.",
   "supports": "deletion after 60 days"
  },
  {
   "id": "s24",
   "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
   "title": "Account Billing and Ownership",
   "publisher": "vendor",
   "quote": "Before you cancel, please contact us first and we'll do our best to resolve your questions or concerns.",
   "supports": "the request to contact support first"
  },
  {
   "id": "s25",
   "url": "https://support.pandadoc.com/en/articles/11081012-billing-faq",
   "title": "Billing FAQ",
   "publisher": "vendor",
   "quote": "If your account has expired or been canceled, you can easily reactivate it by following these steps",
   "supports": "reactivating later"
  },
  {
   "id": "s26",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "If you have more, you'll need to delete some before creating new ones.",
   "supports": "the Free plan template limit in practice"
  },
  {
   "id": "s27",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Open PandaDoc and go to Help in the upper menu > Contact Support.",
   "supports": "switching to Free starts in Help"
  },
  {
   "id": "s28",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Ask Fin to switch you.",
   "supports": "the support chatbot makes the switch"
  },
  {
   "id": "s29",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Finally, confirm that you would like to switch and chat bot will switch you.",
   "supports": "confirming the switch"
  },
  {
   "id": "s30",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "If Customer cancels a monthly plan before an upcoming renewal date, Customer will have access to the purchased PandaDoc Services through the end of the then-current month.",
   "supports": "when a monthly cancellation ends access"
  },
  {
   "id": "s31",
   "url": "https://www.pandadoc.com/terms-of-use/",
   "title": "Master Services Agreement",
   "publisher": "vendor",
   "quote": "Customer's Order will automatically renew every month at PandaDoc's then published rates",
   "supports": "monthly plans renew monthly"
  },
  {
   "id": "s32",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "Content library items will be inaccessible after downgrading to Free eSign.",
   "supports": "Content library is lost on Free"
  },
  {
   "id": "s33",
   "url": "https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide",
   "title": "PandaDoc Free plan guide",
   "publisher": "vendor",
   "quote": "You can download completed documents",
   "supports": "completed documents can be downloaded on Free"
  }
 ],
 "verification": {
  "level": "partial",
  "checked_on": "2026-09-29",
  "by": "stackcut-research",
  "unverified": [
   "When a cancelled annual plan bought online ends, and what a cancelled account can still do, are not stated",
   "No help article on bulk-exporting documents was found; the Free plan guide only says completed documents can be downloaded",
   "What the cancel flow shows after Cancel subscription (reason, offer, confirmation) is not described",
   "PandaDoc's help pages read don't mention Apple App Store or Google Play billing"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-09-29",
   "result": "partial",
   "notes": [
    "Free eSign switch: through Help, Contact Support and the Fin chatbot (Free plan guide), not account settings",
    "Self-serve route: a cancelled monthly plan runs to the end of the month; annual terms need 30 days' written notice (MSA)",
    "Free plan: Content library items become inaccessible; completed documents can still be downloaded",
    "MSA quotes re-confirmed; annual self-serve end date still undocumented"
   ]
  }
 },
 "stackcut": {
  "vendor_id": "pandadoc",
  "name": "PandaDoc",
  "recipes": [
   {
    "id": "document-signing",
    "title": "Simple templates and signature routing",
    "best_year_one_net": 490
   }
  ]
 },
 "page": "https://stackcut.io/cancel/pandadoc",
 "json": "https://stackcut.io/exits/pandadoc.json",
 "evidence": {
  "packet_revision": "436ef1e1111ec72dc6e8c6f658ec8d17d67b6baac5e47897206a6b5920b0cb29",
  "docs_checked_on": "2026-09-29",
  "last_observed_success_on": null,
  "verification": "partial",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-09-29",
   "age_days": 10,
   "stale_after_days": 30,
   "next_check_on": "2026-10-29"
  },
  "routes": [
   {
    "route_id": "pandadoc--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-09-29",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-09-29",
     "age_days": 10,
     "stale_after_days": 30,
     "next_check_on": "2026-10-29"
    }
   },
   {
    "route_id": "pandadoc--sales-contract--r2",
    "channel": "sales_contract",
    "checked_on": "2026-09-29",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-09-29",
     "age_days": 10,
     "stale_after_days": 30,
     "next_check_on": "2026-10-29"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}