Legal
Terms of Service
Effective July 10, 2026. Please also review our Privacy Policy.
1. Agreement to these terms
QuoteHQ (“QuoteHQ,” “we,” “us,” or “our”) is a software platform operated by Quote HQ Inc. that helps service businesses manage leads and clients, create proposals, collect electronic signatures, and issue and collect payment on invoices. These Terms of Service (the “Terms”) form a binding agreement between Quote HQ Inc. and the organization that registers for or uses QuoteHQ (“you,” “your,” or the “Customer”).
By creating an account, clicking to accept these Terms, or otherwise accessing or using QuoteHQ, you agree to these Terms and represent that you have the authority to bind your organization to them. If you do not agree, do not use QuoteHQ.
2. Definitions
“Service” means the QuoteHQ web application and related features we make available to you. “User” means an individual you authorize to access the Service under your account (an owner, admin, or member seat). “Customer Data” means the data you and your Users submit to or generate in the Service, including lead, client, and contact records, proposals, invoices, projects, tasks, signed documents, and related content. “Client” or “End Customer” means your own customers to whom you send proposals or invoices through the Service.
3. Eligibility and accounts
You must be at least 18 years old and capable of forming a binding contract to use QuoteHQ. You agree to provide accurate, current, and complete information when registering and to keep it up to date. You are responsible for safeguarding your login credentials and for all activity that occurs under your account, including the actions of Users you invite. We offer optional two-factor authentication and strongly recommend enabling it. Notify us promptly at support@myquotehq.com if you believe your account has been compromised.
4. Organizations, users, and roles
QuoteHQ is organized around your organization (your workspace). The person who creates the organization is its initial owner. Owners and admins may invite additional Users and assign roles (owner, admin, or member), each of which carries different permissions within the Service. You are responsible for managing your Users’ access and for ensuring your Users comply with these Terms. Your subscription is billed per active seat, as described in Section 6.
5. Free trial
New organizations receive a 14-day free trial. No payment method is required to start a trial. At the end of the trial, you may add a payment method to continue on a paid plan. If a trial ends with no payment method on file, your account is placed on hold (access to most features is paused) until a payment method is added. We may modify or discontinue trial offers at any time.
6. Subscriptions, seats, and billing
Paid plans are billed monthly, in advance, on a per-seat (per-User) basis at the rate shown for your selected plan on our pricing page. Your subscription automatically renews each month until cancelled. Charges are processed using the payment method you place on file (see Section 8).
Seat changes. Adding seats mid-cycle may result in a prorated charge for the remainder of the current billing period; the added seats are then billed at the full rate on subsequent cycles. Removing seats takes effect at the next renewal.
Failed payments. If a scheduled charge fails, we will automatically retry it approximately 1, 3, 5, and 7 days after the original due date. If all retries fail, your subscription is cancelled and access is restricted accordingly. Adding a valid payment method to a past-due account will attempt an immediate recovery charge to restore access.
Cancellation. You may cancel at any time from your account settings. Cancellation is self-serve and takes effect immediately. Fees already paid are non-refundable, and there is no partial-period refund for the remainder of a billing cycle already in progress, except where required by law. You may resubscribe at any time.
7. Price changes and taxes
We may change our subscription pricing prospectively. We will provide reasonable advance notice (for example, by email or an in-product notice) before a price change takes effect on your account, and the change will apply at your next renewal. Fees are exclusive of taxes; you are responsible for any applicable sales, use, or similar taxes associated with your subscription, other than taxes based on our net income. You are solely responsible for determining, collecting, reporting, and remitting any taxes on the invoices you issue to your own Clients through the Service; QuoteHQ’s tax features are provided for your convenience and are not tax advice.
8. Payment processing
Both your subscription payments and any Client invoice payments processed through QuoteHQ are handled by Finix, a third-party payment processor, in connection with our payments partner Thryve. Card and bank details are collected through Finix’s hosted, tokenized forms — QuoteHQ never receives, transmits, or stores full card numbers or bank credentials.
To accept payments from your Clients, you must complete a merchant onboarding process and be approved for a payment account. As part of that onboarding you will be asked to review and accept Finix’s terms of service and merchant agreement, which are presented within the hosted onboarding flow and are incorporated into these Terms by reference for as long as your payment account is active. Your acceptance of payments is additionally subject to the operating rules of the applicable card networks (for card payments) and the Nacha operating rules (for ACH bank transfers).
QuoteHQ is not a bank, money transmitter, or payment processor and does not hold your funds. Approval of your merchant application, underwriting, holds, reserves, settlement timing, and suspension or termination of payment accounts are determined by the payment processor and its sponsor bank under their rules — not by QuoteHQ — and we may be required to act on their instructions with respect to your payment account.
Processing fees and dual pricing. Fees applicable to Client payments are described on our pricing page. Where dual pricing is enabled, card payments are quoted at a price that is a small amount above the base price and bank-transfer (ACH) payments settle at the base price. You are responsible for ensuring your use of dual pricing and any surcharging complies with applicable law and card-network rules in your jurisdiction.
Refunds, chargebacks, and disputes on Client payments are your responsibility as the merchant and are subject to the payment processor’s and card networks’ rules. Amounts may be reversed, held, or debited from your payouts in accordance with those rules.
9. Your content and data
As between you and QuoteHQ, you own your Customer Data. You grant us a worldwide, non-exclusive, royalty-free license to host, copy, transmit, display, and process your Customer Data solely as necessary to provide, secure, maintain, and improve the Service, to prevent or address technical or security issues, and as otherwise permitted by these Terms and our Privacy Policy. We do not sell your Customer Data.
You represent and warrant that you have all rights, consents, and permissions necessary to submit your Customer Data (including your Clients’ personal information) to the Service and to authorize our processing of it as described here. You are responsible for the accuracy, quality, and legality of your Customer Data and the means by which you acquired it.
10. Electronic signatures
QuoteHQ facilitates electronic signatures under the U.S. Electronic Signatures in Global and National Commerce Act (“ESIGN”) and comparable state law. Each signing session captures the signer’s consent, a timestamped audit trail, and a sealed copy of the signed document, which we retain in accordance with ESIGN’s record-retention requirements. You are solely responsible for determining whether electronic signature is an appropriate and legally effective method of execution for a given agreement and for the content of the documents you send for signature. QuoteHQ is not a party to the agreements you execute through the Service and does not provide legal advice.
11. Acceptable use
You agree not to, and not to permit any User or third party to:
- use the Service to create or send fraudulent proposals or invoices, or to collect payment for goods or services you do not intend to provide;
- violate any applicable law or regulation, or any card-network or processor rule;
- infringe or misappropriate any third party’s intellectual property, privacy, or other rights;
- upload malware, or attempt to gain unauthorized access to, disrupt, or overload the Service or the data of other customers;
- reverse engineer, resell, or provide the Service as a competing service, except as permitted by law; or
- use the Service to transmit unlawful, harassing, or abusive content.
We may investigate and suspend or terminate accounts that violate this section.
12. Third-party services and integrations
The Service integrates with third-party products at your option, including QuickBooks Online (accounting sync), the AI provider whose API key you configure (proposal generation), and the payment processor described in Section 8. Your use of a third-party integration is governed by that third party’s own terms and privacy practices, and by any authorization you grant. We are not responsible for third-party services, and we may disable an integration if a third party changes or discontinues its offering. When you connect an integration, you authorize us to exchange the relevant Customer Data with it to provide the integration’s functionality.
13. AI features
Certain features use artificial intelligence to help you draft proposals and related content, using an AI provider and API key you configure. AI output may be inaccurate, incomplete, or unsuitable, and you are responsible for reviewing and editing any AI-generated content before relying on or sending it. You are responsible for your use of, and compliance with, your chosen AI provider’s terms. QuoteHQ does not warrant AI output and is not liable for decisions you make based on it.
14. Intellectual property; feedback
QuoteHQ and its licensors retain all right, title, and interest in and to the Service, including its software, design, and branding. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service for your internal business purposes during your subscription term. All rights not expressly granted are reserved.
If you provide feedback or suggestions about the Service, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction or obligation to you.
15. Confidentiality
Each party may access non-public information of the other in connection with the Service. Each party agrees to protect the other’s confidential information using at least reasonable care and to use it only as necessary to exercise its rights and perform its obligations under these Terms. This section does not apply to information that is public through no fault of the receiving party, was already known to it, is independently developed, or is required to be disclosed by law.
16. Service availability and support
We work to keep the Service available and reliable but do not currently offer a formal uptime service-level commitment. We may modify, suspend for maintenance, or discontinue features from time to time. We provide support by email at support@myquotehq.com. Some transactional communications (such as certain emails and syncs) are delivered on a best-effort basis and may fail or be delayed for reasons outside our control.
17. Suspension
We may suspend your or a User’s access to the Service, in whole or in part, if we reasonably believe there is a risk of harm to the Service, other customers, or third parties; if required by law or a payment processor; if your account is past due; or if we suspect fraud or a violation of these Terms. Where practical, we will provide notice and an opportunity to cure.
18. Term, termination, and data after termination
These Terms apply while you use the Service. You may terminate at any time by cancelling your subscription (Section 6). We may terminate or suspend these Terms and your access if you materially breach them and fail to cure within a reasonable time after notice, or immediately in cases of fraud, non-payment, or a security risk to the platform or other customers.
For a reasonable period after termination, you may request an export of your Customer Data. After that period, we may delete or de-identify your Customer Data in the ordinary course, except for records we are required to retain by law or by ESIGN’s document-retention requirements (which govern sealed signed documents). Sections that by their nature should survive termination — including Sections 9, 14, 15, and 19 through 25 — will survive.
19. Disclaimers
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, OR THAT IT WILL MEET YOUR REQUIREMENTS. QUOTEHQ DOES NOT PROVIDE LEGAL, TAX, OR ACCOUNTING ADVICE.
20. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY (AND FOR QUOTEHQ, ITS OFFICERS, EMPLOYEES, AND AGENTS) WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUES, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY. QUOTEHQ’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE AMOUNT YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.
21. Indemnification
You will defend, indemnify, and hold harmless QuoteHQ and its officers, employees, and agents from and against any third-party claims, damages, liabilities, and reasonable expenses (including reasonable attorneys’ fees) arising out of or related to your Customer Data, your proposals, invoices, and documents, your use of the payment and signature features, or your violation of these Terms or applicable law.
22. Governing law and dispute resolution
These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles. Except where prohibited by law, any dispute arising out of or relating to these Terms or the Service will be subject to the exclusive jurisdiction of the state and federal courts located in Delaware, and each party consents to personal jurisdiction there.
23. Changes to these terms
We may update these Terms from time to time. If we make a material change, we will notify you (for example, by email or an in-product notice) before the change takes effect. Continued use of the Service after a change takes effect constitutes acceptance of the updated Terms. If you do not agree to a change, your remedy is to stop using the Service and cancel your subscription.
24. General
These Terms, together with our Privacy Policy and any order or plan you select, are the entire agreement between you and QuoteHQ regarding the Service. You may not assign these Terms without our consent; we may assign them to an affiliate or in connection with a merger, acquisition, or sale of assets. Neither party is liable for delays or failures caused by events beyond its reasonable control (force majeure). If any provision is found unenforceable, the remaining provisions remain in effect. Our failure to enforce a provision is not a waiver. The parties are independent contractors, and these Terms do not create a partnership, agency, or employment relationship. Notices to you may be sent to the email associated with your account.
25. Contact
Questions about these Terms can be sent to support@myquotehq.com.