PandaDoc helps people and businesses create, sign, and manage documents like contracts, proposals, and quotes all in one place. They offer easy eSignatures and can even help collect payments and set up subscriptions or recurring billing. You might see a bill from them if you're using their service to send documents, get signatures, or handle payments with plans starting as low as $10 a month. They also have different plans with extra features like real-time tracking, CRM integrations, and automation for bigger needs.
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The cancellation process for PandaDoc is relatively straightforward, requiring users to navigate to Settings > Billing and select 'Cancel subscription'. However, there are some potential complications if the Cancel subscription button is not visible, necessitating contact with an account manager, which may add some difficulty.
Estimated Time
On average, it takes
10 minutes
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minutes to cancel a PandaDoc subscription.
How to Cancel PandaDoc: Step by Step
If you purchased through PandaDoc:
- Log in to your PandaDoc account.
- Navigate to Settings in the account menu.
- Select Billing from the options within Settings.
- In the subscription plan settings, look for the Cancel subscription button and click it.
- If you do not see a Cancel subscription button, follow the prompt at the top of the billing page to contact your account manager.
- Fill out any necessary form provided to confirm the cancellation.
- Ensure that you review any terms or conditions related to your cancellation process.
Tips & Tricks for Canceling PandaDoc
- Start the cancellation process immediately after subscription renewal to avoid additional charges.
- Request cancellation in writing via email to have proof of your cancellation request.
- Use clear and firm language stating you want to cancel immediately without giving reasons that might lead to retention offers.
- Be prepared to ask for escalation if frontline customer service agents do not process your cancellation; request to speak with billing department or a manager.
- Consider contacting your bank or credit card company to stop payments if the company does not cooperate with cancellation.
- Cancel the payment method associated with the subscription as a last resort to prevent further charges.
- Document all communication attempts, including date, time, and agent details, in case a dispute is needed.
- Cancel subscriptions close to renewal times to avoid being charged for the next billing cycle.
- Threaten to dispute charges or report unauthorized transactions if the subscription continues despite cancellation requests.
- Some users report freeze or block card tactics forcing the subscription service to reach out, at which time cancellation can be requested.
PandaDoc Customer Service Info
If you need assistance, here's how you can get in touch with PandaDoc's support team.
Cancel PandaDoc Script
Script
Copy
Hello,
I hope this message finds you well. I am writing to request the cancellation of my PandaDoc subscription. Due to changes in my business needs, I am no longer able to utilize the service effectively.
I would appreciate it if you could confirm the cancellation and any final billing details. Thank you for your assistance!
Best regards,
Frequently Asked Questions
PandaDoc's cancellation policy states that once a cancellation request is submitted, no further charges will be made, but no refunds (prorated or otherwise) are given for the current billing period. Monthly and annual plans automatically renew, and canceling before the renewal stops future charges. Annual plans are paid upfront with no refunds for the current period, and downgrades take effect at renewal. Additionally, free 14-day trials do not require payment information and canceling before the first charge avoids billing.
To cancel your PandaDoc subscription, you need to log in to your account, which requires your password. If you don't remember your password, you can reset it using the "Forgot Password" link on the login page. Unfortunately, there is no indication that phone or unauthenticated chat support can cancel the subscription without logging in. You can reset your password here: https://www.pandadoc.com/forgot-password/
- Limited Customization Options: Users find customization capabilities insufficient for tailored templates or branding.
- Integration Challenges: Lack of seamless integration with essential tools like CRM or project management software disrupts workflows.
- High Pricing Structure: Cost and perceived insufficient value lead users to consider more affordable alternatives.
- Inadequate Customer Support: Frustration with responsiveness and effectiveness of support causes cancellations.
- Complexity and Learning Curve: Software perceived as complicated or difficult to navigate deters full utilization.
PandaDoc does allow you to cancel your subscription at any time, but the key pain point is that once you cancel, no refunds are given—prorated or otherwise. Monthly or annual subscriptions will stop future billing upon cancellation, but you will not get any money back for unused time, and annual plans require upfront payment with no early termination refunds. Additionally, downgrading an annual plan to monthly only takes effect at the annual renewal date, so you are locked into the annual term once paid.
Before cancelling a PandaDoc subscription, know that once cancelled, you will not receive any refunds for the remaining period of your billing cycle. After cancellation, you lose access to all the advanced features included in your paid plan, such as unlimited document sending, advanced editing tools, chat, inline comments, document analytics, and integrations. You will be downgraded to the Free eSign plan, which limits you to 5 documents per month with only basic eSignature capabilities and no access to templates, advanced workflows, or API features. It's also important to contact PandaDoc support or your account manager before cancellation to understand the terms and ensure proper handling of your account.
- Account owner credentials (email and password) to log in
- Access to billing or subscription settings in your PandaDoc account
- Knowledge of your current subscription plan and renewal dates
- Ability to select the Cancel Subscription option in account settings
- Confirmation or authentication step to finalize the cancellation
- Possible need to provide a reason for cancellation
- Check for or retain a cancellation confirmation email from PandaDoc
- Knowledge of the terms and conditions agreed at the time of account creation
- If the option is unavailable, knowledge of the process to contact the account manager or support and complete any required forms
- For cancellations through app stores (iOS/Android), access to your device's subscription management settings
- Account email address and identifiable information if contacting support
We've actually written a step by step guide on how to get a refund from PandaDoc. Check it out!
The Easiest Way to Cancel PandaDoc
If you’re frustrated trying to cancel your subscription, membership, or bill from PandaDoc—or if you didn’t even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or email account, and we’ll take care of the rest.
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Editorial Note: These articles reflect the opinions of Chargeback's writers. Everyone's situation is unique; therefore, it is important to conduct your own research and note that our self-help tools are not guaranteed to help with any specific problem.
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