Terms of Service

1Who you are contracting with

These Terms of Service are an agreement between you and CoreOffice Support Global LLC ("CoreOffice Support", "we", "us" or "our"), trading as Quote-to-Cash. You are contracting with CoreOffice Support Global LLC, not with our reseller. If you use the service on behalf of a business, you confirm you have authority to bind that business; otherwise you confirm you are of legal age to enter into a contract.

By creating an account, or by continuing to use the service after these terms are updated, you agree to them. If you do not agree, do not use the service.

2What the service is

Quote-to-Cash is a subscription software service that helps service businesses run the work from first contact to payment: customer records, quotes, approvals, jobs and time tracking, invoices, payments recorded against invoices, team members and roles, customer messages and portals, reporting, and AI-assisted drafting of quotes and messages.

We grant you a limited, non-exclusive, non-transferable right to use the service for your own business during your subscription, within the limits of the plan you selected. We retain all ownership of the service and its intellectual property — the software, documentation, branding and any improvements. Nothing in these terms transfers that ownership to you.

3Your account and information

You must keep your login credentials confidential and are responsible for activity carried out under your account, including by team members you invite. Tell us promptly at kjdowdell61@gmail.com if you believe an account has been accessed without permission.

You must provide accurate information and keep it updated, including your billing details and the contact information you store for your own customers.

4Misuse and restrictions

You must not use the service to:

• break any law, or defraud, deceive or spam anyone;
• infringe someone else's intellectual property, privacy or other rights;
• interfere with the service's security — spreading malware, probing or scanning for weaknesses, scraping data you are not entitled to, or attempting to reach another business's records;
• reverse engineer, decompile or copy the software, resell or redistribute it, or work around its technical limits, plan limits or permissions.

5AI features

Some features help you draft quotes, messages and summaries with AI. You are responsible for the prompts you submit and for how you use the output. You must have the right to any content you upload or paste in, and you must check the result before sending it to a customer — the AI can only propose; nothing is sent, charged, refunded or deleted without a person acting.

You must not use AI features to create illegal material, sexual content involving minors, deepfakes intended to deceive, hate speech, harassment, malicious code, or content that infringes someone else's rights, and you must not try to bypass the safeguards on these features.

AI outputs may be inaccurate or out of date. They are not financial, legal, tax or other regulated professional advice and must not replace qualified review. As between you and us, you keep the rights you already hold in your own inputs, and we assign to you any rights we would otherwise have in the output we generate for you. If you believe AI-assisted content in the service infringes your rights, email kjdowdell61@gmail.com and we will investigate and remove it where we agree, and may restrict or suspend accounts that repeatedly infringe.

We may remove or restrict content, filter or refuse outputs, and suspend accounts where we reasonably consider it necessary to protect the service, our customers or third parties.

6Your records

You keep all rights in the customers, quotes, jobs, invoices, files and messages you add. You grant us only the limited licence we need to host and process that content in order to provide the service — for example storing it, showing a customer the quote or invoice you sent them, and backing it up.

7Plans, trials and billing

Every new business starts with a 14-day Professional trial. When a trial ends, or if a subscription lapses, your business moves to the Free plan and your data stays available within Free limits. Paid plans are billed in advance, monthly or yearly, and renew automatically for the same period until you cancel. Prices shown on the Pricing page exclude sales tax where it applies; tax is calculated at checkout. Extra team seats are billed at the price shown for the seat.

Payment, billing, tax, cancellation and refund mechanics for your subscription are handled by our Merchant of Record under Paddle's Buyer Terms: paddle.com/legal/checkout-buyer-terms.

Our order process is conducted by our online reseller Paddle.com. Paddle.com is the Merchant of Record for all our orders. Paddle provides all customer service inquiries and handles returns.

Money your own customers pay you through your payment link is between you and that customer and its payment provider; we never take a share of it and are not responsible for it.

8Refunds

We offer a 30-day money-back guarantee. Details, including how to request a refund, are in our Refund Policy.

9Availability

We work to keep the service available and secure, but we do not guarantee uninterrupted or error-free performance. The service is provided over the internet, so outages in your connection, in our hosting, or in third-party services can affect it. We may update or change features, and we will tell you about material changes where we can.

10Suspension and termination

We may suspend or end your access if you materially breach these terms, fail to pay amounts owed, present a security or fraud risk, or repeatedly or seriously violate our usage rules. You can stop using the service at any time and cancel your subscription from your billing page.

When access ends, you can export your records for 30 days, after which we delete your business's data from live systems and then from backups on our ordinary backup schedule, except where we must keep it by law.

11Warranties

The service is provided "as is". To the fullest extent permitted by law, we disclaim all implied warranties, including merchantability and fitness for a particular purpose, and we do not warrant that results from using the service will be accurate or reliable.

12Liability

We are not liable for indirect, incidental, special or consequential loss, including loss of profits, revenue, data or goodwill. Our total liability for anything arising out of the service is capped at the fees you paid us in the 12 months before the claim. Nothing limits liability for fraud, death or personal injury caused by our negligence, or any other liability that cannot lawfully be limited.

13Your indemnity

If a third party brings a claim against us because of your content, your use of the service, or your breach of these terms, you will cover our reasonable costs and losses from that claim.

14Governing law and disputes

These terms are governed by the laws of the state in which CoreOffice Support Global LLC is organised, without regard to conflict-of-law rules, and the courts of that state have exclusive jurisdiction. Before starting proceedings, both sides will try in good faith to resolve the dispute directly for 30 days.

15Other terms

You may not transfer your account or these terms without our consent; we may transfer them in connection with a merger, acquisition or sale of assets. If any part of these terms is unenforceable, the rest continues to apply. We are not responsible for delay or failure caused by events beyond our reasonable control, such as natural disasters, strikes, war, terrorism, epidemics, or failures of public utilities or internet infrastructure. Our failure to enforce a term once is not a waiver. For questions, contact us at kjdowdell61@gmail.com or see the Contact page.