Last updated 3 August 2026
This Refund Policy explains when refunds are available for paid Quotify subscriptions and one-time template downloads, and how to request one. It applies to all paid plans (Pro and Business) and to one-time template downloads purchased through our payment processors, Paddle and Stripe.
Free trial first: no card required
Every paid plan starts with a 14-day free trial. You don’t need to enter a payment method to start, and we don’t bill you until the trial ends and you’ve actively chosen to subscribe. The trial gives you full access to every feature on the plan so you can decide whether Quotify fits before you pay.
If you cancel during the free trial, you’re not charged at all.
14-day money-back guarantee on first subscriptions
If you take out a paid Quotify subscription for the first time and decide within 14 days of your first billing date that it’s not right for you, we’ll refund the charge in full. No questions asked.
To request a refund under this guarantee:
- Email us at [email protected] from the email address on your account, before the 14-day window closes.
- Tell us the date of the charge you’d like refunded.
- We process the refund within 5 working days. The funds typically appear in your account within 5–10 working days depending on your bank.
This guarantee applies once per customer. It covers the first paid month of your first paid plan.
Refunds outside the 14-day window
After the 14-day guarantee window, paid subscriptions are non-refundable for the current billing month as a default. You can cancel at any time from your account; cancellation stops future renewals but does not refund the in-flight month.
That said, we deal with refund requests case by case. If something’s gone wrong (a feature broke, a charge was made in error, you were billed for a plan you didn’t intend to upgrade to), get in touch. We’ll look at the specifics and do what’s fair.
Failed payments
If a renewal payment fails, your subscription enters a grace period of 14 days while we attempt to collect again. During the grace period your account stays active and your forms keep working. If the payment hasn’t succeeded after 14 days, the account is downgraded to the free Starter tier: you don’t lose your data, only the paid features.
Chargebacks
Before raising a chargeback with your bank or card provider, please contact us first. Disputes opened through banks take weeks to resolve and incur fees on both sides; a direct request to us is almost always faster and lands in the same outcome.
One-time template downloads
Some quote templates are also available as a one-time paid download — a spreadsheet quote kit you keep and customise — separate from a Quotify subscription. Because these are digital downloads, different rules apply.
Under UK consumer law, digital content supplied immediately is exempt from the usual 14-day cancellation right once the download has begun with your consent. At checkout you agree to the download starting straight away and acknowledge that you give up the right to change your mind once it does. So one-time template downloads are non-refundable once the file has been downloaded.
That’s the default, not a brush-off. If the file is faulty, won’t open, or you were sent the wrong template, email us and we’ll put it right or refund it. One-time downloads are processed by Paddle as merchant of record, which also handles the refund mechanics.
Where to ask
For any refund or billing question, the fastest route is the contact form. Include the email on your account so we can find the right billing record.
Changes to this policy
We may update this Refund Policy from time to time, for example if our pricing structure changes or our payment processors change. When we do, we’ll update the date at the top. Material changes are notified to active subscribers by email; minor wording changes are not.
Payment processors
Paid Quotify subscriptions are billed through:
- Paddle.com Inc.: our merchant of record for new subscriptions from June 2026 onwards. Paddle handles billing, sales tax, and chargeback management.
- Stripe: used historically and still used for existing customers who subscribed before the Paddle migration (“grandfathered” subscriptions). When existing Stripe subscriptions end or are changed, they’re moved across to Paddle.
Both providers are PCI DSS compliant; Quotify never sees or stores your full card details.