Change your plan any time from Settings → Billing → Change Plan. Upgrades are immediate and pro-rated. Downgrades take effect at the end of your cycle. Your data rooms, files, links, and analytics are never deleted — only the feature set changes.

Upgrade

Open Settings → Billing → Change Plan.
Select Business ($30/admin/mo), Data Room ($52/admin/mo, most popular), Deal Team ($64/admin/mo, min 4 admins), or Enterprise (custom).
Enter card (or use saved one).
Confirm the pro-rated charge preview and click Pay.

The charge is pro-rated for the rest of the current cycle. New features unlock within a few minutes.

Downgrade

Open Settings → Billing → Change Plan.
Select the lower tier.
Confirm.

Downgrades take effect at the end of your current cycle. No partial refund for the unused portion.

What You Lose

Data Room → Business:

Advanced NDA (signed PDF, countersign, audit trail)
Custom domain (falls back to Peony subdomain)
Granular (multi-level) access gating
Screenshield (mobile screenshot blocking — desktop screenshot protection stays on Business)
Advanced watermark options (custom text, position, per-link templates)
Basic Q&A and AI room generation
AI auto-indexing
Unlimited storage and file size

Business → Free:

Screenshot protection (desktop)
Dynamic watermarks
AI document Q&A
Page-level analytics, dropoff, and exports
Email verification on links
Simple NDA (acknowledge-only)
Custom logo and background
Download prevention

Your data rooms stay accessible either way. Links continue to resolve, but without the protections from the previous tier.

How Pro-Rating Works

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

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

With multiple admins, pro-rating applies per admin. See Add or Remove Admin Seats.

If Checkout Fails

Stripe checkout occasionally fails for some card/region combinations.

Try a different card. Different bank is usually the fix.
Still failing? Email sean@peony.ink or deqian@peony.ink with:
- The plan you were upgrading to
- What you saw (error, spinner, silent failure)
- A screenshot if you have one
You'll receive a direct Stripe invoice link that bypasses in-app checkout. Pay through that and your workspace auto-upgrades within a few minutes.

This is a known issue being fixed. The manual link workaround is reliable.

Cancel

Open Settings → Billing → Cancel Plan.
Confirm.

Cancellation takes effect at the end of your current cycle. You keep full access until that date.

At end of cycle:

Workspace moves to Free
Data rooms, files, links, and historical analytics stay
Paid-tier features disabled

To fully delete your account, see Delete Your Account. To reactivate, go back to Settings → Billing → Change Plan.

If You Were Charged After Cancelling

Known edge case with older subscriptions. Email sean@peony.ink with your account email and the charge date — it will be cancelled and refunded manually. Refunds appear within 5-10 business days.