A: Your billing admin can click Settings → Account → Billing portal and then click Cancel your Upsales plan:

Your Upsales agreement renews automatically at the end of each agreement period. To end it at the renewal date, cancel at least 3 months before that date. If you cancel later than that, the agreement runs for one more full agreement period before it ends.

The cancellation has three steps. Read the cancellation notice, select one or more reasons for cancelling, then tick I understand that a cancellation is not reversible and type Cancel Upsales to confirm. The last step shows the date your Upsales account stays available until. Export your data before that date.

After the cancellation, the Billing portal shows Plan cancelled with that date. You can keep using Upsales up to and including that date, and invoicing continues until then.

If your account has a deviating agreement, Cancel your Upsales plan is not shown. Contact support@upsales.com to cancel.