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Downgrade your Coda workspace

For workspace admins: how to cancel your Coda subscription or downgrade to a lower tier

Updated over a week ago

We understand that the features of the paid plans may not be necessary for everyone. So this article will walk you through how to cancel your Coda subscription.

Please note: This article is intended only for customers on our Pro and Team plans. If you’re an Enterprise customer looking to downgrade, please contact your account team or Coda Support.

Within this article, you'll find...


Understand the terminology

Before beginning any cancelling or downgrading, it may be helpful to review some relevant terminology:

  • Workspace: A workspace is the home for Coda docs and customers. Each workspace is on a specific plan (Free, Pro, Team, or Enterprise), and will have slightly different features accordingly. So billing happens at the workspace level.

  • Delete workspace: Deleting a workspace will fully and permanently delete the workspace for all members. A workspace must be empty of all docs before it can be deleted. If the workspace is on a paid plan, it must also be downgraded before it can be deleted. Learn more about deleting workspaces here.

  • Downgrade workspace: Downgrading is the act of going from a higher-cost plan to a lower-cost (or no-cost) plan. Downgrading does not delete a workspace, so the workspace and its docs will still be accessible by the members. The section below will explain how to downgrade a Coda workspace.

    • ”Canceling your Coda subscription” is synonymous with downgrading to the Free tier.

  • Billing account: Each workspace has a billing account. The billing account can be accessed via the Billing tab of your workspace settings. Learn more here.

  • Coda account: This is how you access Coda. Each member in a workspace has a Coda account, and each Coda account can belong to multiple workspaces. To learn about deleting your account, check out this article.

Downgrade your Coda subscription

Note that you have to be a workspace admin in order to downgrade your Coda workspace.

Canceling your Coda plan is synonymous with downgrading to the Free tier. To downgrade your Coda workspace, just follow these steps:

  1. Go to your workspace home (coda.io/workspaces)

  2. From the options on the left, select the workspace you’d like to downgrade

  3. Go to Workspace settings, then click into the Billing tab

  4. Next to your plan type at the top, select Change plan

  5. Find the plan you want to downgrade to, then click the Downgrade button beneath it. If you want to cancel your subscription entirely, choose the Free plan.

  6. You’ll then see some warnings about what will happen when you downgrade. Depending on your situation, this may include docs becoming read-only. If you still want to proceed, click Downgrade anyway.

  7. Follow the prompts to confirm the downgrade.

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If you’ve downgraded from Team to Pro, the plan change will occur immediately as soon as you complete the downgrade steps above. Any unused balance from your last Team plan payment will become a credit on your billing account, which will automatically go towards your next Pro plan payment.

If you’ve downgrade to the Free plan, you will have access to your previous paid plan until the end of your current billing period. In the billing tab of your workspace settings, you’ll see what day your workspace will be downgraded.

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FAQs

Why are some docs now read-only after downgrading? What can I do about this?

When you downgrade, you’ll have a 14-day grace period to remove any paid features (locking, paid Packs, custom icons, etc.) before your docs become read-only. If you remove those paid features before the 14-day grace period, your docs will remain editable and you won’t experience any interruption. If you’ve passed the grace period without adjusting for those paid elements, your doc will be uneditable. In that case, you’ll need to contact support (through the ? in the bottom right of your doc) for further assistance.

How can I delete a Coda workspace?

If you want to fully delete a Coda workspace instead of just downgrading it, follow the steps here.

How do I delete my Coda account?

Downgrading and cancelling only applies to workspaces - not to individual Coda accounts. If you’re looking to delete your Coda account entirely, head over to this article.

Who is affected when I downgrade my workspace?

Downgrading applies to the entire workspace, not to your individual account. Therefore all workspaces members and all of their docs will be affected by downgrading.

What happens if I’ve already paid for my next billing cycle but downgrade before that billing cycle is complete?

If you’re downgrading from Team to Pro, any unused balance from your last Team plan payment will become a credit on your billing account. This credit will automatically go towards your next Pro plan payment.

If you’re downgrading to a Free plan, the downgrade won’t happen instantly. Instead, you will continue to have access to your paid plan until the end of your current billing cycle.

I scheduled a downgrade to the Free plan, but I’ve changed my mind. Can I cancel this downgrade?

Yes - if you still have a pending downgrade, you can cancel it via your billing hub. Just follow these steps:

  1. Click on your workspace name in the left panel, then click on Workspace settings

  2. Select the Billing tab

  3. At the top of your billing tab, you should see a note about your upcoming downgrade. Simply click Cancel downgrade to cancel this and remain on your current paid plan.

If your downgrade has already completed, you can upgrade back to your desired plan by following the steps here.


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