Terms of Service

These Terms of Service ("Terms") govern your access to and use of Billable CPQ (the "Service"), operated by Canopy Consulting Group LLC ("Billable," "we," "us," or "our"). By creating an account, accessing, or using the Service, you agree to be bound by these Terms. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind that entity, and "you" refers to that entity.

1. The Service

Billable CPQ is a Configure-Price-Quote platform that helps revenue teams build product and pricing configurations, generate branded quotes, proposals, statements of work, and invoice records, route approvals, manage renewals, share proposals via customer-facing "Deal Rooms," collect electronic signatures, and sync with third-party systems you authorize. We may add, change, or remove features over time.

2. Eligibility & Accounts

• You must be at least 16 years old and capable of forming a binding contract to use the Service.
• You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account.
• You must provide accurate, current, and complete information and keep it updated.
• Account owners may invite team members ("seats"). The account owner is responsible for the conduct of all users on their account and for the fees associated with all active seats.
• Notify us promptly at [email protected] of any unauthorized use of your account.

3. Subscriptions, Billing & Trials

• Free trial: New accounts may start with a 30-day free trial, no credit card required. At the end of the trial, continued use requires a paid subscription.
• Pricing: The Service is offered at $50 per seat, per month (USD), billed monthly. The number of seats you are charged for is the number of active users on your account.
• Payment: Billing is processed securely by Stripe. By subscribing, you authorize us to charge your payment method on a recurring monthly basis until you cancel. You are responsible for any applicable taxes.
• Seat changes: Adding or removing seats adjusts your charges. Stripe may apply proration according to its standard behavior.
• Cancellation: You may cancel at any time from the billing portal. Cancellation stops future renewals; access continues through the end of the current paid period.
• Refunds: Except where required by law, fees are non-refundable, including for partial billing periods or unused seats.
• Non-payment: If a charge fails, we may suspend or limit access until payment is resolved.

4. Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable law or regulation;
• Upload or transmit malware, or attempt to gain unauthorized access to the Service, other accounts, or our systems;
• Reverse engineer, decompile, scrape, or attempt to extract source code, except as permitted by law;
• Resell, sublicense, or provide the Service to third parties except your own authorized users;
• Use the Service to send unsolicited or unlawful communications, or to infringe the intellectual property or privacy rights of others;
• Interfere with or disrupt the integrity or performance of the Service, including its rate limits.

5. Your Data & Content

The data and content you create or upload — including quotes, products, pricing, customer and contact records, proposals, and documents ("Customer Data") — remain owned by you and your company. You grant us a limited license to host, process, and display Customer Data solely to operate and improve the Service and to provide support you request. You are responsible for the accuracy and legality of Customer Data and for having the rights to provide it (including any personal data about your own customers or prospects). Our handling of personal data is described in our Privacy Policy.

6. Electronic Signatures & Deal Rooms

The Service lets you share proposals through customer-facing Deal Rooms and collect electronic signatures from your recipients.

• Binding signatures: Electronic signatures collected through the Service, together with the associated audit record (verified email, timestamps, IP address, and document fingerprint), are intended to be legally binding under the U.S. ESIGN Act and applicable state UETA statutes. Each signer affirms their intent to sign at the time of signing.
• Your responsibility: You are responsible for determining whether an electronic signature is appropriate for a given document and jurisdiction, and for verifying that a signer has the authority to bind their organization. For documents requiring heightened formality (e.g., certain regulated, notarized, or eIDAS qualified-signature contexts), you should use a method appropriate to that requirement.
• Shareable links: Deal Room links are access tokens. You control who you share them with and can revoke them at any time. You are responsible for distributing them appropriately.
• Not legal advice: Billable CPQ provides software, not legal services. Nothing in the Service constitutes legal advice, and we are not a party to the agreements you create or sign through it.

7. Third-Party Integrations

The Service may integrate with third-party products you choose to connect (such as Salesforce, payment processing via Stripe, transactional email, and AI providers under your own API key). Your use of those services is governed by their own terms and privacy policies. We are not responsible for third-party services, and their availability or behavior is outside our control.

8. Intellectual Property

The Service, including its software, design, trademarks, and content (excluding Customer Data), is owned by Canopy Consulting Group LLC and protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription. If you submit feedback or suggestions, you grant us a royalty-free, perpetual license to use them to improve the Service.

9. Confidentiality

Each party may have access to the other's confidential information. Each party agrees to use the other's confidential information only as necessary to perform under these Terms and to protect it with reasonable care. Customer Data is your confidential information.

10. Disclaimers

The Service is provided "as is" and "as available" without warranties of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or that any calculations, documents, or outputs (including quotes, pricing, margins, or generated PDFs) are accurate or suitable for your purposes. You are responsible for reviewing all outputs before relying on them.

11. Limitation of Liability

To the maximum extent permitted by law, in no event will Billable or Canopy Consulting Group LLC be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or goodwill. Our total aggregate liability arising out of or relating to these Terms or the Service will not exceed the amount you paid us for the Service in the twelve (12) months preceding the event giving rise to the claim.

12. Indemnification

You agree to indemnify and hold harmless Billable and Canopy Consulting Group LLC from any claims, damages, liabilities, and expenses (including reasonable attorneys' fees) arising out of your Customer Data, your use of the Service, your violation of these Terms, or your violation of any law or the rights of a third party.

13. Term & Termination

These Terms apply for as long as you use the Service. You may stop using and cancel at any time. We may suspend or terminate your access if you breach these Terms, fail to pay, or use the Service in a way that risks harm to us or others. Upon termination, your right to use the Service ends. We will make Customer Data available for export for a reasonable period and will delete or anonymize it consistent with our Privacy Policy.

14. Changes to the Service & Terms

We may modify the Service or these Terms from time to time. For material changes to these Terms, we will update the "Last updated" date and provide notice via email or an in-app notice. Your continued use of the Service after changes take effect constitutes acceptance of the revised Terms.

15. Governing Law & Disputes

These Terms are governed by the laws of the State of Tennessee, USA, without regard to its conflict-of-laws principles. You agree that the exclusive venue for any dispute arising out of or relating to these Terms or the Service will be the state or federal courts located in Tennessee, and you consent to personal jurisdiction there.

16. Contact

Questions about these Terms?

• Email: [email protected]
• Mail: Canopy Consulting Group LLC, Winchester, TN 37398, USA