There is no single "Change Plan" screen in Peony. Upgrades happen in the upgrade dialog (the pricing cards). Cancelling is self-serve from the Billing dialog: renewal stops and you keep paid access until the period ends. Any other plan change (a specific lower tier, annual billing, a discount code) is handled by support. If you cancel, your rooms and files are kept for 30 days by default (longer on request), and resubscribing within that window restores closed rooms in full.

Upgrade

Upgrades are self-serve and take effect immediately.

Click Settings at the bottom left of the sidebar.
Click Upgrade to [plan] at the top of the menu. It names the next plan up.
In the upgrade dialog, on the pricing cards, pick Business ($30/admin/mo), Data Room ($52/admin/mo), Deal Team ($64/admin/mo, min 4 admins), or Enterprise (custom).
Enter your card (or use the saved one) and confirm the pro-rated charge.

The charge is pro-rated for the rest of the current cycle, and the pro-rata value of what you already paid is credited toward the upgrade. New features unlock within a few minutes.

No discount-code field. The self-serve upgrade has no place to enter a promo or discount code. If you have one, email sean@peony.ink and we'll apply it manually and adjust the charge.

Deal Team needs 4 admins. Deal Team ($64/admin/mo) has a 4-admin minimum. If you only need a few of its features on a smaller team, stay on Data Room and ask support what's possible.

Cancel Your Plan or Downgrade to Free

Cancelling is self-serve. It stops renewal for the whole workspace, and you keep paid access until the end of the period you already paid for. You don't need to email us.

Click Settings at the bottom left of the sidebar.
Click View billing.
In the Billing dialog, click Cancel.
In the Cancel renewal? window, check the date and click Confirm cancellation. Click Keep subscription to back out.

Peony confirms with Renewal cancellation is scheduled. The Billing dialog then reads Renewal is cancelled. Access continues until followed by the date. View invoices opens the Stripe billing portal in a new tab.

What Happens After You Cancel

You keep paid access until the date shown. Rooms, links and analytics work as before until then.
After that date the paid features stop. See What you lose for the list.
Shared links and data-room access stop when the paid period ends. Your rooms and files are retained for 30 days by default (longer on request: tell us the period you need), and resubscribing within that window restores closed rooms in full.
Deleting your account and data is a separate request. See Delete Your Account and Data.
It applies to the whole workspace. To drop only your own admin seat while teammates keep paid access, have a teammate remove you instead (see Remove an admin). You're billed for your seat through the current cycle.

If You Can't Cancel

The Cancel button is missing. It shows only for a paid subscription that is still set to renew. If you already cancelled, the dialog says so and shows the end date. On the Free plan there is nothing to cancel.
You see "Your cancellation hasn’t been submitted yet." Wait a few minutes and click Cancel again.
Still stuck. Email sean@peony.ink with your account email.

What you lose

Data Room → Business:

Dynamic watermarking (all watermarking)
Sections and text blocks in rooms
Advanced NDA (signed PDF for both parties, countersigning, audit trail, custom templates)
Custom domain (falls back to your Peony subdomain)
Granular per-file (multi-level) permissions
Screenshield (advanced screenshot protection)
Audit trail
Index documents (numbered prefixes across documents)
Visitor Q&A and AI room generation
Custom access questions and domain-restricted access
Group permissions, version comparison and room-wide analytics
External links in data rooms and migration assistance
AI document Q&A usage drops from 5× to 1×
Unlimited storage and file size (Business: 50 GB, 2 GB per file); unlimited data rooms (Business: 3 per admin)

Business keeps allow/block visitor lists, basic (desktop) screenshot protection, download prevention, email verification, custom logo and background, unlimited e-signatures, and data room creation.

Business → Free:

Basic screenshot protection (desktop)
Download prevention
AI document Q&A
Download analytics, drop-off analytics, and analytics exports
Email verification on links
Simple NDA (acknowledge-only)
Custom logo and background
Allow/block visitor lists
Data room creation (Free can't create data rooms)
Unlimited e-signatures (Free is capped at 3 sent agreements per month) and collecting initials
Folders, bulk upload and multi-file links
Video and rich media
Peony-branding removal and the custom welcome message
Storage drops to 500 MB (50 MB per file) and 50 documents

Moving down to a lower paid tier keeps your existing data rooms and links live, without the protections of the higher tier. When a paid plan ends and the workspace moves to Free, shared links and data-room access stop working; see What Happens After You Cancel for how long rooms and files are kept and how to restore them.

How Pro-Rating Works

Upgrading mid-cycle charges the difference between old and new plans, pro-rated for the remaining days.

Example. Business ($30/admin/mo), one admin. Day 10 of a 30-day cycle, you upgrade to Data Room ($52/admin/mo). The pro-rated charge is around $15 (two-thirds of the $22 difference). Next cycle: full $52.

With multiple admins, pro-rating applies per admin. See Pro-rated charge example.

Change to a Specific Lower Tier, or Bill Annually

Cancelling in the Billing dialog stops your paid plan from renewing. It can't move you between paid tiers (for example, Deal Team back to Data Room), and there is no self-serve annual toggle or discount-code field.

For any of these, email sean@peony.ink:

Move to a specific lower paid tier
Switch to annual billing (arranged by support, charged to your card on file)
Apply a discount code or account credits
Undo a Deal Team upgrade you didn't need

We process these manually, usually within a business day.

If Checkout Fails

If the upgrade checkout fails, follow Checkout Errors: What to Try First: try a different card, then ask support for a direct Stripe invoice link that bypasses in-app checkout.

Delete Your Account and Data

Deleting your account and all its data is not self-serve. Email sean@peony.ink with your account email and say what you want removed. We'll confirm before we delete, and deletion is permanent.

Billing and the Renewal Charge

Billing is provisioning-based: once a data room is provisioned, we carry the hosting cost for the full cycle whether you use it or not. Because of that:

Monthly charges aren't pro-rated. After the renewal date, the pending charge for the new cycle can't be written off.
Cancel before the next billing date so you're not charged for a cycle you won't use. You keep full access until the paid period ends.
Try before you pay. Payments aren't refundable. To test paid features first, start the 7-day free trial of the Data Room plan, no credit card needed. If you no longer need a plan, cancel before your next billing date.

If you have a genuine edge case (charged after cancelling, billed for a seat you removed, or a Deal Team minimum you weren't aware of), email sean@peony.ink with your account email and the charge date. We handle these manually.

Common Questions

Where do I change my plan? I can't find a "Change Plan" button.

There isn't one. Upgrades are in the Settings menu under Upgrade to [plan] (pricing cards). To stop paying and move down to Free, use Settings → View billing → Cancel. For any other change (a specific lower tier, annual billing, a discount), email support.

Is my earlier payment credited when I upgrade mid-cycle?

Yes. The pro-rata value of what you already paid is credited toward the upgrade, and upgrades take effect immediately.

How do I apply a discount code?

There's no discount-code field in the self-serve upgrade. Email sean@peony.ink and we'll apply it and adjust the charge manually.

Do I need to email support to cancel?

No. Go to Settings → View billing → Cancel and confirm. Renewal stops and you keep paid access until the end of the period you paid for. See Cancel Your Plan or Downgrade to Free.

Can I cancel only myself and leave my teammates on the paid plan?

No. Cancel stops renewal for the whole workspace. To drop only your own seat, have a teammate remove you (see Cancel Your Plan or Downgrade to Free above).

Can I bill annually instead of monthly?

Yes, but it's not a self-serve toggle. Email support and we'll arrange annual billing on your card on file.

I upgraded to Deal Team but didn't realize it needs 4 admins. Can I move back?

Yes. Email sean@peony.ink — we'll move you back to Data Room and sort out the billing difference manually.

After a plan change, some features look blurred or grayed out. Is that a bug?

Features above your current tier appear blurred or grayed on purpose (how to spot higher-tier controls); if one you're entitled to stays grayed after a change, contact support.

Can I apply credits from an old account to a new one?

Yes. Create the new account, upgrade it, and email us — we'll apply the credits manually so they land on your next invoice.

I cancelled but was still billed.

Email sean@peony.ink with your account email and the charge date. We'll confirm the service was terminated and correct the erroneous charge manually. Corrections appear on your statement within 5-10 business days.

Upgrade, Downgrade, or Cancel