QuikForms Legal

Policies, agreements, and legal information for QuikForms.

Refund and Cancellation Policy

Effective Date: February 11, 2026 | Last Updated: October 8, 2026

This Refund and Cancellation Policy ("Policy") is part of the QuikForms, LLC Terms of Service and governs subscriptions, cancellations, refunds, and related billing matters for the QuikForms managed package for Salesforce ("Service"). By subscribing to QuikForms, you ("Customer," "you," or "your") agree to this Policy. If this Policy and the Terms of Service conflict, the Terms of Service control unless this Policy expressly says otherwise.

1. Subscription Plans and Billing

1.1 Available Plans

QuikForms offers the following plans, each with unlimited forms and submissions and a monthly QuikForms AI allowance:

  • Standard: $449 per month billed monthly, or $395 per month billed annually
  • Professional: $799 per month billed monthly, or $699 per month billed annually

The features of each plan are described on the pricing page and may be updated from time to time. Prices are in U.S. dollars.

1.2 How You Buy

Subscriptions are purchased on the Salesforce AppExchange through AppExchange Checkout, which Salesforce operates. Card payments are processed by Stripe. QuikForms never receives your full card number. A purchase is made for a Salesforce org that is active and paid; Salesforce does not allow Checkout purchases for trial, sandbox, or Developer Edition orgs. Managing a subscription on the AppExchange requires the "Manage Billing" permission in that org.

1.3 Billing Cycle

Fees are charged in advance. A monthly plan is charged each month from the date of purchase. An annual plan is charged once a year from the date of purchase, at the annual price, and renews for another year unless it is canceled. Your payment receipts are available on the AppExchange.

1.4 Taxes

Prices do not include taxes. Applicable taxes, such as U.S. sales tax and value-added tax, are calculated by AppExchange Checkout and added to your charge.

1.5 Failed Payments

If a payment fails, the charge may be retried. If it still cannot be collected, the subscription may be ended, and your QuikForms license then becomes inactive (see Section 5). You remain liable for fees for any period during which your subscription was active.

2. Free Trial

2.1 Trial Period

QuikForms offers a fourteen (14) day free trial with the features of the Professional plan and a smaller QuikForms AI allowance. No credit card or payment information is required, and nothing is charged during the trial.

2.2 Trial Expiration

A trial does not turn into a paid subscription by itself. To keep using QuikForms after the trial, purchase a plan on the AppExchange. If you do not, QuikForms stops working in your org when the trial ends: public forms stop accepting submissions and QuikForms AI is off. For thirty (30) days after that you can still open QuikForms in your org to view and export what it holds, and then the trial license expires. Your data stays in your org.

2.3 Trial Limitations

  • Free trials are limited to one (1) per Salesforce org.
  • QuikForms may modify, suspend, or discontinue the free trial offer at any time.
  • Abuse of the free trial, such as creating Salesforce orgs to obtain additional trials or trial AI allowances, may result in termination of the trial.

3. Cancellation

3.1 Right to Cancel

You may cancel a subscription at any time. There are no cancellation fees.

3.2 How to Cancel

Cancel through AppExchange Checkout:

  1. Log in to the AppExchange with a user who has the "Manage Billing" permission in the subscribed org.
  2. From the user profile menu, open My Installs & Subscriptions.
  3. Find the QuikForms subscription and choose Manage Subscription.
  4. Click End Subscription and confirm.

If you purchased only a few hours earlier, wait a few hours before canceling so that the purchase has completed and the cancellation applies to the renewal. If you cannot cancel on the AppExchange, email info@sfquikforms.com with your organization name and Salesforce org ID, and QuikForms will help within two (2) business days.

3.3 Effective Date of Cancellation

Cancellation takes effect at the end of the current billing period: the current month for a monthly plan, or the current year for an annual plan.

  • You keep full access to the Service until then.
  • No further charges are made after the cancellation takes effect.
  • No prorated refund is given for the unused part of the current period, except as described in Section 4 or required by law.

3.4 Ending a Free Trial

You do not need to cancel a trial. If you do not purchase a plan, nothing is charged. You may also uninstall the package at any time.

4. Refunds

4.1 General Refund Policy

Because you can try QuikForms free for fourteen days and cancel at any time, QuikForms generally does not refund partially used billing periods. Refunds are available in the circumstances below.

4.2 Refund Eligibility

  • Duplicate or erroneous charges: if you were charged more than once for the same period, or charged an incorrect amount, you are entitled to a refund of the duplicate or excess amount.
  • Billing after cancellation: if you are charged after your cancellation has taken effect, you are entitled to a refund of that charge.
  • First payment: if you cancel within fourteen (14) calendar days of your first paid charge, you may request a full refund of that charge, whether it was for a month or a year. This applies once per Customer.
  • Prolonged outage caused by QuikForms: if a defect in the QuikForms managed package prevents your published forms from rendering or accepting submissions for forty-eight (48) consecutive hours or more, you may request a prorated credit or refund for the affected period. This does not cover the causes excluded in Section 4.4 or AI features.

4.3 Requesting a Refund

Email info@sfquikforms.com with:

  • your organization name and Salesforce org ID;
  • the date and amount of the charge;
  • the reason for the request; and
  • any supporting documentation.

QuikForms will acknowledge your request within three (3) business days. Approved refunds are issued within ten (10) business days to the original payment method, through Stripe. Your bank may take a further five (5) to ten (10) business days to show the refund.

4.4 Exclusions

Refunds are not issued for:

  • Salesforce Platform and third-party issues: outages or performance problems of the Salesforce Platform, Cloudflare, Anthropic, or other third parties, which are outside QuikForms' control;
  • Customer-caused issues: problems caused by your configuration, customizations, plugins, or use inconsistent with the documentation;
  • Failure to cancel: a renewal charge made because a cancellation was not completed before the renewal date;
  • Change of mind: a change of mind after the first-payment period in Section 4.2;
  • Feature changes: changes to features that do not materially reduce the core functionality of the Service; or
  • AI allowance: as described in Section 4.5.

4.5 QuikForms AI Allowance

Every plan includes a monthly QuikForms AI allowance, measured in forms. The allowance is part of the plan and is not a separately purchased credit. Unused allowance has no cash value, is not refunded, and does not carry over to the next month. When the allowance is used up, AI features pause until the next month begins, and this is not grounds for a refund or credit. Choosing to use your own Anthropic API key, or switching AI off, does not change the plan's price. Charges Anthropic makes for requests sent with your own key are between you and Anthropic.

4.6 Chargebacks and Payment Disputes

Before starting a chargeback, please contact QuikForms at info@sfquikforms.com so that the issue can be resolved. QuikForms may suspend or terminate your subscription on notice of a chargeback. If a chargeback is found to be invalid, you are responsible for the original charge and for the fees QuikForms incurs as a result, up to a maximum of $50 per chargeback.

4.7 Statutory Rights

QuikForms is offered to businesses and other organizations for use in their Salesforce orgs, not to consumers. If you have rights under consumer protection or other law that cannot be excluded or limited by contract, such as a statutory right to withdraw from a contract in the European Union or the United Kingdom where it applies, nothing in this Policy limits those rights.

5. Effect of Cancellation on Service and Data

5.1 Service After Cancellation

When a cancellation takes effect, or a subscription ends for non-payment:

  • the managed package stays installed, but public forms stop rendering and accepting submissions, and visitors see a message that the form is not currently available;
  • QuikForms AI included in the plan stops; and
  • you no longer receive product updates or support.

5.2 Your Data After Cancellation

Your data is in your own Salesforce org and stays there:

  • Form submission data: the records your forms created remain in your org, owned and controlled by you.
  • Form configurations: forms, fields, and settings remain in your org.
  • Analytics data: analytics records remain in your org until they reach their retention period or you delete them.
  • No export needed: because everything is in your org, no separate export is needed.

5.3 Public-Facing Forms

Before your cancellation takes effect, remove or redirect links to your QuikForms forms on your websites, emails, and other materials.

5.4 Uninstalling the Managed Package

Canceling does not uninstall the package. To remove it, follow Salesforce's standard uninstall procedure. Uninstalling deletes the package's custom objects and fields and the data in them, such as form configurations and analytics. Records your forms created in standard objects or your own custom objects are not package data. Export anything you want to keep before you uninstall. QuikForms is not responsible for data lost by uninstalling.

5.5 Reactivation

To subscribe again, purchase a plan on the AppExchange. Reactivation is subject to then-current pricing and terms.

6. Changing Plans

6.1 Upgrades

To move from Standard to Professional, or from monthly to annual billing, email info@sfquikforms.com. QuikForms can switch your subscription to the new plan from the start of your next billing period. If you want the upgrade to take effect immediately, purchase the new plan on the AppExchange and ask QuikForms to end the old one; QuikForms will then end the old plan and refund the unused part of its current period, prorated by day. An upgrade starts a new monthly AI allowance period at the new plan's allowance.

6.2 Downgrades

To move from Professional to Standard, or from annual to monthly billing, email info@sfquikforms.com. A downgrade takes effect at the start of your next billing period (for an annual plan, at the end of the current year). No prorated refund or credit is issued for the current period. After a downgrade:

  • plugins, Flow hooks, platform events, and the analytics dashboard stop working;
  • existing multi-object forms keep submitting but can no longer be changed;
  • forms with more than five languages keep them, but no languages can be added; and
  • the AI allowance becomes the Standard allowance.

Review your forms before the downgrade takes effect.

7. Billing Disputes

If you believe a charge is wrong, notify QuikForms in writing at info@sfquikforms.com within sixty (60) calendar days of the charge, with a description of the charge, its date and amount, the reason you dispute it, and any supporting documentation.

QuikForms will investigate and respond within ten (10) business days. Your subscription remains active during the investigation, and you remain responsible for undisputed charges. If the dispute is resolved in your favor, QuikForms will issue a refund as described in Section 4.3. Charges not disputed within sixty (60) calendar days are deemed accepted, except in cases of fraud or unauthorized use of your payment method, and except where Section 4.7 applies.

8. Modifications to This Policy

QuikForms may modify this Policy at any time. Material changes will be posted on this page with a new "Last Updated" date and sent by email to the contact QuikForms has on record for your org at least thirty (30) calendar days before they take effect. Your continued use of the Service after a change takes effect constitutes acceptance. If you do not agree, you may cancel as described in Section 3.

9. Contact Information

For questions about this Policy, help with a cancellation or refund, or a billing dispute:

QuikForms, LLC

Email: info@sfquikforms.com
Website: www.sfquikforms.com

Business hours: Monday through Friday, 9:00 AM to 5:00 PM Pacific Time, excluding U.S. federal holidays.

10. Governing Law

This Policy is governed by the laws of the State of Oregon, without regard to its conflict of law provisions. Disputes under this Policy are resolved under the dispute resolution provisions of the Terms of Service.

Copyright 2026 QuikForms, LLC. All rights reserved.