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On this page
  1. 1.Free RFP first
  2. 2.Monthly plans
  3. 3.Annual plans
  4. 4.Downgrades and seat changes
  5. 5.Service issues
  6. 6.How refunds are paid

Refund Policy

Clear rules for cancelling, changing plans and getting money back.

1.Free RFP first

Every new workspace can answer one full RFP free on the Queen plan before paying. We encourage teams to use the trial on a live bid so the decision to subscribe is based on real work.

2.Monthly plans

Monthly subscriptions can be cancelled at any time. Cancellation takes effect at the end of the current billing month, and the workspace stays fully usable until then. Partial months are not refunded.

3.Annual plans

  • Annual subscriptions cancelled within 14 days of the first payment receive a full refund.
  • After 14 days, annual subscriptions are not refunded but remain active until the end of the paid term.
  • Seats added during an annual term are billed pro rata and follow the same rule from the date they were added.

4.Downgrades and seat changes

Moving to a smaller plan or removing seats takes effect at the next renewal. Features not included in the smaller plan, such as the Win Rate Lab or Pricing Tables, become read-only rather than deleted.

5.Service issues

If a significant outage prevents your team from meeting a submission deadline, contact us through the Strategy Room with the bid details. Service credits are reviewed case by case.

6.How refunds are paid

Approved refunds are returned to the original payment method within 10 business days. Bank processing times may add a few days.

Questions about this page can be sent through the Strategy Room.

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1.RFP Inbox2.AI Answer Writer3.Answer Library4.Compliance Matrix5.Pricing Tables6.Review & Sign-off7.Win Rate Lab8.Pricing9.Strategy Room10.Sign up
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