{
 "id": "pipedrive",
 "name": "Pipedrive",
 "category": "marketing_sales",
 "website": "https://www.pipedrive.com",
 "domains": [
  "pipedrive.com"
 ],
 "summary": "A user with account settings access opens Billing and selects Cancel my subscription, gives a reason, declines the chat offer, ticks the data-loss box and clicks Cancel my plan. Access lasts to the end of the billing cycle, with no refunds. Cancelled accounts are deleted after six months.",
 "routes": [
  {
   "channel": "direct_web",
   "applies_to": "Pipedrive subscriptions (monthly or annual) managed in the Billing tab",
   "who": "A user with account settings access",
   "method": "self_serve",
   "start_url": "https://app.pipedrive.com/settings/subscription",
   "steps": [
    {
     "do": "Open the account menu in the top right corner and go to Billing",
     "expect": "Cancel my subscription at the bottom of the page"
    },
    {
     "do": "Select Cancel my subscription and review the account data and features you'll lose",
     "expect": null
    },
    {
     "do": "Select a reason for cancelling, then Continue to cancel",
     "expect": "Chat now"
    },
    {
     "do": "Select I'm not interested, continue to cancel (or Chat now to talk to Pipedrive first), then complete the short feedback questionnaire",
     "expect": null
    },
    {
     "do": "Tick the checkbox confirming the data loss, then click Cancel my plan (the button stays disabled until the box is ticked)",
     "expect": null
    }
   ],
   "confirm_by": "An email confirming the cancellation of the subscription",
   "effective": "At the end of the billing cycle: you keep access to your data and account until then (annual plans: until the end of the subscription term)",
   "notice": "None: the subscription renews automatically each monthly or annual term; cancel before the next renewal date, and the cancellation takes effect on that date",
   "refund": "None: all fees are non-refundable, with no refunds or credits for unused or partial periods or for cancelling mid-term (annual plans are prepaid)",
   "fees": null,
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s6",
    "s7",
    "s8",
    "s9",
    "s10",
    "s11",
    "s37",
    "s38",
    "s39"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "downgrade",
   "what": "Switch to a cheaper plan in Billing, Manage subscription (account settings access needed). A downgrade takes effect at the end of the current billing cycle, when the next renewal invoice is issued",
   "evidence": "documented",
   "source_ids": [
    "s12",
    "s13",
    "s14"
   ]
  },
  {
   "type": "seat_reduction",
   "what": "When you deactivate a user, tick remove unused seats so the seat is removed at the next renewal date; for seats already free, go to Billing, Manage subscription, Team size. A deactivated user's seat stays billed if the box is left unticked",
   "evidence": "documented",
   "source_ids": [
    "s15",
    "s16",
    "s17",
    "s18"
   ]
  },
  {
   "type": "annual_billing",
   "what": "Annual billing is discounted up to 42% and charged once for the year, but it is prepaid and can't be refunded; switching from annual to monthly starts at the end of the annual term",
   "evidence": "documented",
   "source_ids": [
    "s10",
    "s19",
    "s20",
    "s21"
   ]
  }
 ],
 "export": [
  {
   "data": "Deals, leads, people, organizations, products, activities, projects and notes, with their fields, owners and linked records",
   "how": "Open the account menu, then Tools and apps > Export data; choose the data, pick Excel or CSV and click Export. Users without global admin rights can export a filtered list view with ... > Export filter results",
   "format": "Excel (XLSX) or CSV",
   "limits": "Exporting by data type needs global admin permissions, and you only export what you can see; exported files are available for 28 days; files stored in Google Drive aren't included in the global export",
   "source_ids": [
    "s22",
    "s23",
    "s24",
    "s25",
    "s26",
    "s27",
    "s28",
    "s29"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The end of the billing cycle (for annual plans, the end of the subscription term)",
  "data_kept": "Cancelled accounts are permanently deleted after six months under GDPR (typically within 180 days of closure). Until then you can reopen the account by logging in and updating billing information",
  "you_lose": [
   "Access to the account and its data once the billing cycle ends",
   "Everything in the account when it is permanently deleted, about six months after closure"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": "The flow asks for a reason, offers Chat now with Pipedrive's Customer Solutions Experts, asks a short feedback questionnaire, and requires a data-loss checkbox before Cancel my plan",
  "tips": [
   "Only users with account settings access can cancel, change plans or remove seats",
   "Deactivating a user doesn't remove the seat unless you tick remove unused seats",
   "Cancelling isn't deleting: data is deleted about six months after closure; for immediate deletion, contact support and request a manual account deletion (up to 48 hours)",
   "Export data before cancelling: export files stay available for 28 days",
   "A closed account can be reopened by logging in and updating billing information, while its data still exists",
   "On a trial with no billing details, do nothing: access ends when the two-week trial expires, and a closed trial account's data is retrievable for 60 days"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "This action is only available to users with account settings access.",
   "supports": "who can cancel"
  },
  {
   "id": "s2",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "You can cancel a paid account by going to your Billing tab and selecting \"Cancel my subscription\" at the bottom of the page.",
   "supports": "where the cancel flow starts"
  },
  {
   "id": "s3",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "Continue to cancel",
   "supports": "the reason step"
  },
  {
   "id": "s4",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "I'm not interested, continue to cancel",
   "supports": "declining the chat offer"
  },
  {
   "id": "s5",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "will remain disabled until the checkbox has been selected",
   "supports": "the data-loss checkbox"
  },
  {
   "id": "s6",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "Cancel my plan",
   "supports": "the final button"
  },
  {
   "id": "s7",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "Once you have canceled, you'll receive an email confirming the cancellation of the subscription.",
   "supports": "the confirmation"
  },
  {
   "id": "s8",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "After canceling, you can still access your data and account until the end of your billing cycle.",
   "supports": "when access ends"
  },
  {
   "id": "s9",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "Chat now",
   "supports": "the chat offer in the flow"
  },
  {
   "id": "s10",
   "url": "https://support.pipedrive.com/en/article/what-is-the-difference-between-annual-and-monthly-billing-in-pipedrive",
   "title": "What is the difference between annual and monthly billing in Pipedrive?",
   "publisher": "vendor",
   "quote": "Annual subscriptions can't be refunded because they're prepaid. If you cancel your annual subscription, you'll retain access to it until the end of the subscription term.",
   "supports": "no refunds on annual plans; access to the end of the term"
  },
  {
   "id": "s11",
   "url": "https://support.pipedrive.com/en/article/how-can-i-remove-seats",
   "title": "How can I remove seats?",
   "publisher": "vendor",
   "quote": "You can remove it by opening the account menu in the top right corner and going to Billing > Manage subscription > Team size.",
   "supports": "where Billing is (account menu, top right)"
  },
  {
   "id": "s12",
   "url": "https://support.pipedrive.com/en/article/how-can-i-switch-to-a-different-pipedrive-plan-or-change-my-billing-frequency",
   "title": "How can I switch to a different Pipedrive plan or change my billing frequency?",
   "publisher": "vendor",
   "quote": "This action is only available to users with account settings access.",
   "supports": "who can change plans"
  },
  {
   "id": "s13",
   "url": "https://support.pipedrive.com/en/article/how-can-i-switch-to-a-different-pipedrive-plan-or-change-my-billing-frequency",
   "title": "How can I switch to a different Pipedrive plan or change my billing frequency?",
   "publisher": "vendor",
   "quote": "Manage subscription",
   "supports": "where plans are changed"
  },
  {
   "id": "s14",
   "url": "https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-change-my-pipedrive-subscription-plan",
   "title": "What happens to my billing when I change my Pipedrive subscription plan?",
   "publisher": "vendor",
   "quote": "If you're downgrading your plan, the changes will take effect at the end of the current billing cycle, when issuing the next renewal invoice.",
   "supports": "when a downgrade takes effect"
  },
  {
   "id": "s15",
   "url": "https://support.pipedrive.com/en/article/how-can-i-remove-seats",
   "title": "How can I remove seats?",
   "publisher": "vendor",
   "quote": "This action is only available to users with account settings access.",
   "supports": "who can remove seats"
  },
  {
   "id": "s16",
   "url": "https://support.pipedrive.com/en/article/how-can-i-remove-seats",
   "title": "How can I remove seats?",
   "publisher": "vendor",
   "quote": "When you tick the checkbox under remove unused seats, you'll ensure that the user's seat is removed from your subscription at the next renewal date.",
   "supports": "removing a seat when deactivating a user"
  },
  {
   "id": "s17",
   "url": "https://support.pipedrive.com/en/article/how-can-i-remove-seats",
   "title": "How can I remove seats?",
   "publisher": "vendor",
   "quote": "If you leave the checkmark unticked during deactivation, the deactivated user's seat remains part of your subscription.",
   "supports": "deactivating alone keeps the seat"
  },
  {
   "id": "s18",
   "url": "https://support.pipedrive.com/en/article/how-can-i-remove-seats",
   "title": "How can I remove seats?",
   "publisher": "vendor",
   "quote": "You can remove it by opening the account menu in the top right corner and going to Billing > Manage subscription > Team size.",
   "supports": "removing a seat later"
  },
  {
   "id": "s19",
   "url": "https://support.pipedrive.com/en/article/what-is-the-difference-between-annual-and-monthly-billing-in-pipedrive",
   "title": "What is the difference between annual and monthly billing in Pipedrive?",
   "publisher": "vendor",
   "quote": "Discounted up to 42%",
   "supports": "the annual discount"
  },
  {
   "id": "s20",
   "url": "https://support.pipedrive.com/en/article/what-is-the-difference-between-annual-and-monthly-billing-in-pipedrive",
   "title": "What is the difference between annual and monthly billing in Pipedrive?",
   "publisher": "vendor",
   "quote": "You're charged once at the start of your subscription for a full year's cost on your chosen plan.",
   "supports": "how annual billing is charged"
  },
  {
   "id": "s21",
   "url": "https://support.pipedrive.com/en/article/what-is-the-difference-between-annual-and-monthly-billing-in-pipedrive",
   "title": "What is the difference between annual and monthly billing in Pipedrive?",
   "publisher": "vendor",
   "quote": "If you switch from annual to monthly billing, your monthly subscription will start at the end of the annual subscription term.",
   "supports": "switching from annual to monthly"
  },
  {
   "id": "s22",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "Only global admins and regular users with the correct permissions enabled can export data.",
   "supports": "who can export"
  },
  {
   "id": "s23",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "Tools and apps > Export data",
   "supports": "where the export section is"
  },
  {
   "id": "s24",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "After selecting your data, choose the format as \"Excel\" or",
   "supports": "the export format choice (the page offers Excel or CSV)"
  },
  {
   "id": "s25",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "Only users with global admin permissions can export by data type in this section.",
   "supports": "exporting by data type needs global admin"
  },
  {
   "id": "s26",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "Exported files are available for 28 days.",
   "supports": "how long export files last"
  },
  {
   "id": "s27",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "Files stored in Google Drive are not exported during global export.",
   "supports": "what the export leaves out"
  },
  {
   "id": "s28",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "Export filter results",
   "supports": "exporting a filtered list"
  },
  {
   "id": "s29",
   "url": "https://support.pipedrive.com/en/article/exporting-data-from-pipedrive",
   "title": "Exporting data from Pipedrive",
   "publisher": "vendor",
   "quote": "In the Export data section, most item exports include default, custom and system fields, along with ownership information and any linked records.",
   "supports": "what an export contains"
  },
  {
   "id": "s30",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "Due to GDPR policies, we're obligated to permanently delete accounts that have been canceled for a period of six months.",
   "supports": "when cancelled accounts are deleted"
  },
  {
   "id": "s31",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-paid-pipedrive-account",
   "title": "How can I cancel my paid Pipedrive account?",
   "publisher": "vendor",
   "quote": "We suggest exporting all of your Pipedrive data before closing your account.",
   "supports": "export before cancelling"
  },
  {
   "id": "s32",
   "url": "https://support.pipedrive.com/en/article/can-i-delete-my-account",
   "title": "Can I delete my account?",
   "publisher": "vendor",
   "quote": "the account and its data are scheduled for permanent deletion, typically within 180 days of the closure date",
   "supports": "deletion timing after closure"
  },
  {
   "id": "s33",
   "url": "https://support.pipedrive.com/en/article/can-i-delete-my-account",
   "title": "Can I delete my account?",
   "publisher": "vendor",
   "quote": "contact support and request a manual account deletion",
   "supports": "immediate deletion is a separate request"
  },
  {
   "id": "s34",
   "url": "https://support.pipedrive.com/en/article/can-i-delete-my-account",
   "title": "Can I delete my account?",
   "publisher": "vendor",
   "quote": "can take up to 48 hours",
   "supports": "how long a manual deletion takes"
  },
  {
   "id": "s35",
   "url": "https://support.pipedrive.com/en/article/how-can-i-regain-access-to-a-closed-pipedrive-account",
   "title": "How can I regain access to a closed Pipedrive account?",
   "publisher": "vendor",
   "quote": "log in with your existing details and update your billing information",
   "supports": "reopening a closed account"
  },
  {
   "id": "s36",
   "url": "https://support.pipedrive.com/en/article/how-can-i-regain-access-to-a-closed-pipedrive-account",
   "title": "How can I regain access to a closed Pipedrive account?",
   "publisher": "vendor",
   "quote": "this is only possible as long as your data still exists on Pipedrive's servers",
   "supports": "the reopen window"
  },
  {
   "id": "s37",
   "url": "https://www.pipedrive.com/en/terms-of-service",
   "title": "Pipedrive Terms of Service",
   "publisher": "vendor",
   "quote": "unless the Subscription Term is terminated in accordance with Section 13, each Subscription will automatically renew for successive renewal Subscription Terms.",
   "supports": "automatic renewal"
  },
  {
   "id": "s38",
   "url": "https://www.pipedrive.com/en/terms-of-service",
   "title": "Pipedrive Terms of Service",
   "publisher": "vendor",
   "quote": "any such termination shall not be effective until the next Renewal Date",
   "supports": "a cancellation takes effect at the next renewal date"
  },
  {
   "id": "s39",
   "url": "https://www.pipedrive.com/en/terms-of-service",
   "title": "Pipedrive Terms of Service",
   "publisher": "vendor",
   "quote": "no refunds or credits for periods where the Client did not use an activated Account, used it only partially, deactivated the Account or terminated these Terms during a Subscription Term.",
   "supports": "no refunds on any plan, including when cancelling mid-term"
  },
  {
   "id": "s40",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-trial",
   "title": "How can I cancel my trial?",
   "publisher": "vendor",
   "quote": "You'll automatically lose access once the two-week trial period has expired.",
   "supports": "a trial without billing details ends by itself"
  },
  {
   "id": "s41",
   "url": "https://support.pipedrive.com/en/article/how-can-i-cancel-my-trial",
   "title": "How can I cancel my trial?",
   "publisher": "vendor",
   "quote": "If you close a trial account, your data will be retrievable for 60 days.",
   "supports": "trial data is kept 60 days"
  }
 ],
 "verification": {
  "level": "docs",
  "checked_on": "2026-09-29",
  "by": "stackcut-research",
  "unverified": [
   "Whether add-ons (for example Campaigns or LeadBooster) must be cancelled separately is not stated in the cancel article",
   "Invoice-paid or sales-led Enterprise contracts were not researched"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-09-29",
   "result": "fixed",
   "notes": [
    "Notice: Terms say subscriptions auto-renew and a cancellation takes effect at the next Renewal Date",
    "Refund: Terms say all fees are non-refundable, monthly included, with no credits for partial or mid-term periods (summary updated)",
    "Tip: a trial without billing details ends by itself; closed trial data is retrievable for 60 days"
   ]
  }
 },
 "stackcut": {
  "vendor_id": "pipedrive",
  "name": "Pipedrive",
  "recipes": [
   {
    "id": "crm-pipeline",
    "title": "Small-team sales pipeline",
    "best_year_one_net": 10260
   }
  ]
 },
 "page": "https://stackcut.io/cancel/pipedrive",
 "json": "https://stackcut.io/exits/pipedrive.json",
 "evidence": {
  "packet_revision": "5b70333d77aa6e22b226445afd1d9e49888e12846263f99cebff5d3ac7afef1c",
  "docs_checked_on": "2026-09-29",
  "last_observed_success_on": null,
  "verification": "docs",
  "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": "pipedrive--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"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}
