How to manage your Papermark plan (upgrade, downgrade, pause, cancel)?

Your Papermark subscription is fully self-service. From a single billing screen you can upgrade, downgrade, pause, or cancel your plan, change your billing cycle, update payment methods, and download invoices. This guide is the map.

All plan changes happen in Settings, Billing, Manage subscription. You don't need to contact support to make changes; we're here if you want a hand.

All actions at a glance

Action	Use when	Article
Upgrade	You need more features (NDA, watermarking, custom domains, Plus tier)	How to select the right plan
Downgrade	You need fewer features and want to pay less	How to select the right plan
Change billing cycle	Switch monthly to yearly (or back)	This article, below
Pause	Stop billing for 1-3 months without losing data	How to pause your plan
Cancel	Stop billing indefinitely; keep data on the free tier	How to cancel your plan
Freeze a data room	Lock a finished data room while keeping your plan running	How to freeze a data room
Download invoices	Reimbursement, accounting, audit	Invoices and billing history
Delete account	Remove your account and data entirely	How to delete your account

Freeze plan vs freeze data room

This is the most common confusion. Two different things share the word "freeze":

• Freeze a data room locks one specific data room when a deal closes. It generates a tamper-proof archive and revokes all viewer access. Your plan and other data rooms are unaffected. See how to freeze a data room.
• Freeze your plan is not a separate Papermark feature. If you want to put your whole account on hold, use pause your plan (1-3 months, reversible) or cancel your plan (indefinite, reversible by reactivation).

If a teammate says "freeze the plan", they almost always mean pause.

Step 1: Open billing settings

1. Log into Papermark.
2. Click your team name in the top-left, then Settings.
3. In the left sidebar, click Billing.

You'll see:

• Current plan and billing cycle
• Next renewal date and amount
• Payment method on file
• Recent invoices

Step 2: Open the subscription portal

Click Manage subscription. This opens the secure billing portal where every plan change happens.

From the portal you can:

• Upgrade to a higher tier
• Downgrade to a lower tier
• Switch monthly to yearly (and vice versa)
• Pause the plan
• Cancel the plan
• Update payment method
• Download invoices

Changing billing cycle (monthly to yearly)

Switching to yearly cuts your effective monthly price by up to 35%.

1. In the billing portal, click Update plan.
2. Pick the Yearly option for your tier.
3. Confirm the proration if your monthly cycle is mid-period.
4. Click Continue.

The yearly cycle starts immediately. Any unused monthly time is prorated and applied to the new yearly amount.

Switching from yearly to monthly takes effect at the next yearly renewal.

Upgrading and downgrading

• Upgrades take effect immediately. You pay a prorated amount for the rest of the current period at the higher tier.
• Downgrades take effect at the end of the current billing period. You keep all higher-tier features until then.

For plan-by-plan feature comparisons, see how to select the right plan.

Pause vs cancel - which one?

Question	Pause	Cancel
How long?	1-3 months	Indefinite
Can visitors open links?	No (paused)	Yes, until period ends
Reversible?	Yes, automatic resume	Yes, by reactivation
Best for	Short, planned breaks	Don't know when (or if) you'll be back

If you're unsure, pause. It's automatic, lower-friction, and you don't lose access to your data.

Manage your billing

Common workflows

"I'm between deals for 6 weeks"

Pause your plan for 2 months. Resume early if a deal moves earlier than expected.

"We're done with one data room but the plan keeps running"

Freeze that data room. Your plan continues; the room becomes a tamper-proof archive.

"We've decided to stop using Papermark"

Cancel your plan. Your data stays for a grace period on the free tier; you can reactivate at any time. See how to cancel your plan.

"We need to reduce cost without losing features"

Switch from monthly to yearly. See "Changing billing cycle" above.

"We need NDA, watermark, and custom domains for our next deal"

Upgrade to Data Rooms. See how to select the right plan.

Payment and invoices

• Payment methods: card, SEPA, bank transfer (annual contracts on request)
• Invoices: download from the billing portal or from Settings, Invoices. See Invoices and billing history.
• VAT: collected based on your billing country; reverse-charge applies for EU business customers
• Receipts: emailed automatically after each charge

Frequently asked questions

Related guides

• How to select the right Papermark plan
• How to pause your Papermark plan
• How to cancel your Papermark plan
• How to freeze a data room
• Invoices and billing history
• How to delete your account
• Manage team roles

Need help? Contact support@papermark.com or use the in-app chat.