How to Cancel Dovetail

A 10-step walkthrough with real screenshots from the live cancel flow.

~3 minutes Time
4 weeks ago Updated
Verified Working flow
Open Dovetail Cancel Page Read the 10 steps See Dovetail pricing & tiers

Quick answer

Sign in at dovetail.com/settings/billing, click the ••• menu next to Change plan, select Cancel plan, pick a reason, type DELETE to confirm, then click Cancel subscription. You keep access until the end of your billing period — Dovetail does not offer refunds, and your data is deleted 30 days after that.

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Step-by-step instructions

1

Sign in to Dovetail

Open dovetail.com and sign in to the workspace you want to cancel. You need to be a workspace admin — other roles can't access billing or cancel a subscription.

2

Open your Billing page

Click the ☰ menu icon in the top-left corner, then click ⋯ More → Settings. In the left sidebar, select Billing. You'll see your current plan, renewal date, payment method, and upcoming invoice.

Dovetail Billing page showing a Professional plan at $39.00/month, renewal date, billing details, card details, and an upcoming invoice for $39.00 USD
3

Click ••• and select Cancel plan

Next to the Change plan button in the "Your plan" section, click the ••• (three-dot) menu. Select Cancel plan from the dropdown.

Dovetail Billing page with the three-dot menu expanded, showing the Cancel plan option below the Change plan button
4

Choose Cancel subscription

A modal appears with two options: Change plan (keep access, keep data) and Cancel (lose access, data deleted after 30 days). The Cancel card states the exact date you'll keep access until. Click Cancel subscription.

Dovetail Cancel subscription modal showing two cards — Change plan with green checkmarks for retaining access and data, and Cancel highlighted in red with warnings about losing access and data deletion after 30 days, plus a Cancel subscription button
5

Pick a cancellation reason

Dovetail asks why you're canceling. Click the Select dropdown to see five categories — Missing features, Switching to another tool, Had a bad experience, Budget has been cut, and Project finished — each with sub-options. You can also choose "Type your own reason." A reason is required to proceed.

Cancellation reason dropdown expanded showing five categories (Missing features, Switching to another tool, Had a bad experience, Budget has been cut, Project finished) each with a submenu arrow, plus a Type your own reason option at the bottom
6

Write your feedback and type DELETE

After selecting a reason, a "Tell us more" textarea appears with a 20-character minimum. Below that, you must type DELETE in the confirmation field to acknowledge your data will be deleted 30 days after your billing period ends. Both fields are required.

Cancel subscription form with "Project finished - Transcription" selected as the reason, an empty Tell us more textarea with placeholder text, and a DELETE confirmation field showing the data deletion date of 13 July 2024
7

Click Cancel subscription

Once you've filled in the feedback and typed DELETE, the red Cancel subscription button becomes active. Click it. You'll also see a "Change plan instead" button — ignore it if you want to fully cancel.

Completed cancellation form showing the reason, feedback text, DELETE typed in the confirmation field, and the red Cancel subscription button now fully active alongside a Change plan instead button
8

Verify your cancellation

You're returned to the Billing page where your plan now reads "Upcoming cancelation" instead of the renewal date. A Reactivate button replaces the Change plan button, and a toast notification confirms "Your subscription has been canceled." You can keep using Dovetail until the billing period ends.

Dovetail Billing page showing "Your plan — Upcoming cancelation" with a Reactivate button, the upcoming cancelation amount of $39.00 USD, and a green toast notification reading "Your subscription has been canceled" in the bottom-right corner
9
If this applies to you

Export your data before the 30-day window closes

After your billing period ends, your workspace enters a 30-day read-only state. You can still export projects, notes, highlights, and tags during this window. After 30 days, all data is permanently deleted. Don't wait — export everything you need as soon as possible.

10
If this applies to you

Business or Enterprise plans: contact your CSM

The in-product cancel flow only works for self-serve Professional plans. If your workspace is on a Business or Enterprise plan, you must contact your assigned Customer Success Manager to cancel. If you don't know your CSM, reach out to Dovetail's support team.

Frequently Asked Questions

No. Once you cancel, Dovetail won't bill you again. You keep full access until the end of your current billing period — the exact date is shown on the Billing page under "Upcoming cancelation." After that, your workspace moves to a read-only state for 30 days before data is deleted.

Dovetail does not offer refunds, even if you cancel the day after being billed. Their Master Subscription Agreement explicitly states no refund for remaining time in a billing period. EU and UK users may have statutory withdrawal rights within 14 days of subscribing under consumer protection law, but Dovetail's own policy is no refunds. If you delete your workspace instead of canceling, the same no-refund policy applies.

After your billing period ends, your workspace enters a 30-day read-only state where you can still export projects, notes, highlights, tags, and insights. After those 30 days, all data is permanently deleted per Dovetail's data retention policy. If you delete your workspace (a separate, more destructive action), data is deleted immediately with no grace period.

Business and Enterprise customers can't cancel through the product. You need to contact your assigned Customer Success Manager. If you don't know who your CSM is, Dovetail's support team can connect you. Enterprise workspaces can't be deleted while the subscription is active — the plan must be canceled or downgraded first.

Yes. On the cancellation modal, the "Change plan" option lets you switch to the Free plan without losing access or having your data deleted. The Free plan limits you to one channel, one project, and basic AI features, but your existing data stays intact and all users retain access. This is the safer option if you might return.

Not through the product. Dovetail's help center states: "If you previously canceled a paid self-serve subscription, you will not be able to resubscribe from the Billing page." Since Dovetail no longer offers self-serve paid plans, rejoining requires contacting their sales team for an Enterprise plan. Your old data won't be available if the 30-day export window has passed.
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