Last updated: July 24, 2026
Please read these Terms of Service ("Terms") carefully before using the QuotePilot application ("Service"). By creating an account or using the Service, you agree to be bound by these Terms.
By accessing or using the Service, you agree to these Terms and our Privacy Policy. If you do not agree to any part of these Terms, you may not access or use the Service.
QuotePilot is a software-as-a-service (SaaS) platform that helps trade businesses generate quotes, manage pricing, and communicate with customers. The Service includes the following features:
The Service is provided on a subscription basis with different plan tiers offering different features and capabilities.
You must provide accurate and complete information when creating an account. You are responsible for maintaining the security of your account credentials and for all activities that occur under your account.
You must be at least 18 years old to use the Service. By using the Service, you represent that you have the legal capacity to enter into these Terms.
Your Content. You retain ownership of all content you create or upload to the Service, including business profiles, pricing sheets, calculators, quotes, customer contacts, and any files you import. You grant us a limited license to use your content solely as necessary to provide the Service to you, including generating documents, delivering quotes, and processing imported files.
Lawful Use of Customer Data. You are solely responsible for the customer information you enter, upload, or import into the Service. You represent that you have the lawful right to collect, store, and use any personal data (such as names, email addresses, and phone numbers) you add to your directory or import from a file, and that you have obtained any necessary consents and provided any required notices to those individuals under applicable privacy laws.
Bulk Import. When you import a file of contacts, you are responsible for ensuring the file is accurate and that you have the rights to import and use every contact it contains. You are responsible for the consequences of importing incorrect, outdated, or unauthorized data.
Communications to Customers. When you use follow-up reminders, the Service sends reminder messages to you on your behalf. You are responsible for ensuring you have the right to contact each recipient and for complying with all applicable anti-spam and electronic communications laws (for example, CAN-SPAM and similar laws). You are responsible for the content of any communication generated or sent through the Service.
Payment Links. When you add a third-party payment link (such as Stripe, PayPal, or Square) to your business profile, you are responsible for setting up, maintaining, and complying with the terms of that payment provider. The Service only displays the link you provide and does not process or hold any customer payments on your behalf. You are responsible for ensuring any payment link you add is safe, valid, and your own.
You may publish calculators to shareable public links. When lead capture is enabled, visitors who use your public calculator may submit their name, contact details, and selections. Those submissions are stored as leads in your account.
You are responsible for any public calculator you publish, including the pricing and information shown, and for obtaining any consents required to collect information from visitors through your public links. We may review or disable a public calculator that we believe violates these Terms or applicable law.
Some features use artificial intelligence to help generate or suggest quote content, descriptions, or estimates. AI-generated content is a starting point and may be incomplete, inaccurate, or inappropriate for your situation. You must review and verify all AI-generated content before sending it to a customer or relying on it for pricing. We make no guarantees about the accuracy, completeness, or suitability of any AI-generated content, and you are solely responsible for any quote or document you produce using the Service.
Subscription Plans. The Service offers paid subscription plans. Each plan's features, limitations, and pricing are displayed on the billing page within the Service.
Free Trial. We may offer a free trial for a limited time. Trial access is subject to availability, may be limited to one trial per account or business, and may end or change at any time. When a trial ends, access to paid features is removed unless you subscribe.
Billing Cycle. Subscriptions are billed on a monthly or annual basis, depending on your selected billing cycle. Payment is processed through our third-party payment provider (Base44 Payments).
Auto-Renewal. Subscriptions automatically renew at the end of each billing cycle unless you cancel before the renewal date. You can cancel your subscription at any time from the billing page within the Service.
Price Changes. We reserve the right to change subscription pricing at any time. Price changes will take effect at the start of your next billing cycle following notice. We will notify you of any price change via email or in-app notification before it takes effect. If you do not agree to the new pricing, you may cancel your subscription before the renewal date.
Refund Policy. All subscription payments are final and non-refundable. Once you purchase a paid plan (Basic or Pro), no refunds are provided for the current billing period. To stop future charges, you must cancel your subscription before the next renewal date — cancellation takes effect at the start of the next billing cycle, and you will retain access to your plan's features until the end of the period you have already paid for. No partial or prorated refunds are issued for partial billing periods. If you have not cancelled, your subscription will automatically renew and your payment method will be charged again at the start of each new billing cycle. Refunds may only be issued where explicitly required by applicable law.
Right to Modify Features. We continuously improve the Service and reserve the right to add, remove, or modify features, functionality, and capabilities at any time without prior notice.
Plan-Specific Access. We reserve the right to modify which features are included in each subscription plan, including adding features to higher-tier plans, moving features between plans, or introducing new plan tiers. Such changes will take effect at the start of your next billing cycle.
Usage Limits. Plans may include usage limits (e.g., number of quotes per month, number of calculators, or number of contacts). We reserve the right to adjust these limits at any time. Changes to usage limits will take effect at the start of your next billing cycle.
No Guarantee of Specific Features. The availability of specific features is not guaranteed and may change as the Service evolves. We are not liable for any disruption to your business caused by feature changes.
You agree not to:
The Service, including its software, design, features, and content, is owned by us and protected by intellectual property laws. You retain ownership of all content you create using the Service (quotes, pricing sheets, business profiles, customer data, etc.).
You grant us a limited license to use your content solely as necessary to provide the Service to you, including generating documents, delivering quotes, processing imported files, and sending reminders.
The Service integrates with and relies on third-party services for payment processing, email delivery, AI generation, file storage, and other functions. We are not responsible for the actions, failures, or policies of these third-party services. Any payment link provider you connect (such as Stripe, PayPal, or Square) is a separate relationship between you and that provider. Any issues with third-party services should be addressed directly with the respective provider.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED. We do not warrant that the Service will be uninterrupted, error-free, secure, or that it will meet your specific requirements.
The Service is a business tool and is not a substitute for professional business, legal, tax, or financial advice. You should consult qualified professionals for such advice.
Any reliance on the Service, including AI-generated content, quotes, pricing, or reminders, is at your own risk. We make no guarantees regarding the quality, accuracy, or fitness for purpose of any content generated through the Service.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL WE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITY, ARISING FROM OR RELATED TO YOUR USE OF THE SERVICE.
Our total aggregate liability for any claims arising from or related to the Service shall not exceed the amount you paid for the Service in the twelve (12) months preceding the event giving rise to the claim.
You acknowledge that the Service is a tool to assist your business operations, and that you are solely responsible for your business decisions, pricing, quotes, customer relationships, imported data, and communications. We are not liable for any business losses, customer disputes, payment disputes, or damages arising from quotes, documents, reminders, payment links, or communications generated or sent through the Service.
You agree to indemnify, defend, and hold us harmless from any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any law or third-party rights; (d) any customer data you enter, upload, or import; or (e) any content you create, publish, or share using the Service, including quotes, estimates, public calculators, payment links, or communications sent to customers.
You may cancel your subscription at any time. Upon cancellation, you will retain access to the Service until the end of your current billing period.
We may suspend or terminate your access to the Service at any time, with or without cause, and with or without notice. Upon termination, all of your content may be deleted. We are not liable for any loss of data or content upon termination.
Binding Arbitration. Any dispute, claim, or controversy arising from or relating to these Terms or the Service shall be resolved by binding arbitration, rather than in court. You waive your right to participate in a class action lawsuit or class-wide arbitration.
Governing Law. These Terms shall be governed by the laws of the United States and the state in which the Service is operated, without regard to conflict of law principles.
Informal Resolution. Before filing for arbitration, you agree to first contact us to attempt to resolve the dispute informally. We will make reasonable efforts to resolve the dispute within 30 days.
We reserve the right to modify these Terms at any time. If we make material changes, we will notify you via email or in-app notification. The updated Terms will be effective immediately upon posting. Your continued use of the Service after any changes constitutes your acceptance of the revised Terms.
If you have any questions about these Terms, please contact us through the Support feature within the Service.