Terms of Service

Effective September 22, 2026. These terms are a contract between you and Quote and Sign ("we", "us"). By creating an account or using the service you agree to them. If you use the service for a company, you confirm you may bind that company.

1. What the service is

Quote and Sign lets you write a proposal or quote, send a link to your client, and receive an electronic acceptance. We provide the tool. We are not a party to any agreement between you and your client, we do not review proposals, and we give no legal, tax or business advice. The words, prices and terms in a proposal are yours.

2. Accounts

• You sign in with a one-time link sent to your email. Keep that inbox secure; anyone with access to it can use your account.
• You must be at least 18 and provide a working email address. One person may hold one account; a Business plan may add team members who each use their own email.
• You are responsible for everything done through your account, including by team members you invite.
• Service emails (sign-in links, "your proposal was accepted", trial and billing notices) are part of the service. Product news is separate, optional, and can be turned off from any such email or under Settings, Notifications.

3. Plans, trials and billing

• New accounts get a 14-day trial of the Pro plan. When it ends the account moves to the Free plan; nothing is deleted, and signed proposals stay online.
• Paid plans are billed monthly or yearly in advance through our payment provider, Polar, which is the merchant of record and handles payment details and applicable sales tax. We never see your card number.
• A paid plan renews automatically at the end of each period, at the same price, until you cancel. The trial never turns into a charge: no card is taken for it.
• Prices are shown on the pricing page and in your account before you pay. We may change prices with at least 30 days' notice by email; changes apply at your next renewal.
• You can cancel at any time from your account. Cancelling stops future charges; the current period runs to its end and is not refunded, except where the law requires a refund or we choose to give one.
• Unlimited proposals on paid plans means unlimited for ordinary business use. To keep the service fast for everyone, each account can create or duplicate up to 200 proposals a day and send up to 40 a day (5 per proposal), and can keep up to 30 saved templates. Images are limited by plan: 10 on Free, 200 on Pro, 500 on Business. Automated or bulk creation, or use as general storage, is not ordinary use and we may limit it further after telling you. If your business genuinely needs more, ask through the contact form.

4. Electronic acceptance

When a client accepts a proposal, we record the name they typed, their email address, the time, their IP address, the consent sentence they saw, the options they chose, and a cryptographic fingerprint of the exact proposal content. That record is made available to both parties and is designed to meet the requirements of the Canadian PIPEDA and provincial electronic commerce laws, the United States ESIGN and UETA acts, and the EU eIDAS regulation for ordinary electronic signatures.

Whether a given acceptance is binding depends on the laws that apply to you and your client, the content of the proposal, and facts we do not control. We do not guarantee that any acceptance is enforceable. If a document needs a witnessed, notarised or qualified signature, use a service designed for that.

5. Your content

• You own what you put in the service. You give us the limited licence needed to store it, show it to the people you send it to, email copies, and produce PDFs, for as long as your account or the signed record exists.
• You are responsible for having the right to use everything you upload, including logos and images, and for what your proposals say.
• Emails to your recipients are sent at your request and in your name. You confirm you may contact each recipient under the anti-spam laws that apply to you (in Canada, CASL), and that you have any consent your privacy law requires for the personal data you put in a proposal.
• Signed proposals are a record for two parties. If you delete your account, drafts and unsigned proposals are removed, and signed proposals remain readable at their links with your contact details removed, so your former clients keep their copy.
• You can export everything at any time as JSON and PDF, from the Settings page.

6. Acceptable use

The Acceptable Use Policy is part of these terms. In short: no illegal content, no fraud or impersonation, no spam, no malware, no use of the service to store files, and nothing that harms the people you send proposals to. We may remove content, suspend or close accounts that break it, and we may report unlawful activity.

7. Availability and changes

We aim for the service to be available at all times but do not promise it. We may change or discontinue features. We will give reasonable notice of changes that remove something you rely on, and you can export your data at any time.

8. Open source

The software is released under the GNU AGPL v3. You may run your own copy under that licence. These terms cover the hosted service only.

9. Disclaimer of warranties

The service is provided "as is" and "as available". To the fullest extent the law allows, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, non-infringement, accuracy, and that the service will be uninterrupted or error-free. Some jurisdictions do not allow certain disclaimers; in that case they apply to the extent permitted.

10. Limitation of liability

11. Indemnity

You will defend and indemnify us against claims, losses and costs (including reasonable legal fees) arising from your content, your proposals, your dealings with your clients, or your breach of these terms.

12. Referral programme

• Every account has a referral link. A person who creates a new account through it starts with a 21-day Pro trial instead of 14 days.
• When that account takes its first paid plan, the referring account receives one month of Pro: added as 30 days to a free account, or credited against the next invoice of a paid account. The credit is granted once per referred account, for at most twelve referred accounts in any twelve months.
• Credits have no cash value, cannot be paid out, transferred or combined with other offers, and are withdrawn if the referred subscription is refunded, charged back or revoked within 30 days.
• Referring yourself, creating accounts for people who did not ask for them, or sending unsolicited messages to promote your link is not allowed and forfeits the credit. We may end or change the programme at any time; credits already granted stay.

13. Termination

You may close your account at any time from the Settings page. We may suspend or close an account for breach of these terms or the Acceptable Use Policy, for non-payment, or where required by law. Sections 4, 5, 9, 10, 11, 14 and 15 survive termination.

14. Changes to these terms

We may update these terms. For material changes we will email account holders at least 14 days before they take effect. Continued use after that date is acceptance of the new terms.

14. Governing law

These terms are governed by the laws of Ontario and the federal laws of Canada that apply there. Courts located in Ontario have exclusive jurisdiction, except that either party may seek an injunction anywhere. If you are a consumer with non-waivable rights under the law of your own country, those rights are unaffected.

15. General

• These terms, the Acceptable Use Policy, the Privacy Policy and the Data Processing Addendum are the whole agreement between us about the service.
• If a court finds part of these terms unenforceable, the rest still applies.
• If we do not enforce a term right away, we can still enforce it later.
• You may not transfer your account or this agreement to someone else without our consent. We may transfer it to a successor of the business, with notice to you.
• Neither of us is responsible for delays caused by events outside reasonable control, such as outages at our providers, except that you still owe any amounts due.
• If you send us suggestions, we may use them without owing you anything.

16. Contact

Use the contact form. Reports about a proposal page or email go through the same form and are handled first.