PipelinePulse — Terms of Service
Effective date: 2026-08-23
Last updated: 2026-09-09
These Terms of Service ("Terms") are a binding agreement between PipelinePulse, Inc., a
North Carolina S-corporation with offices at 145 Coffee Bluff Lane, Holly Springs, NC 27540
("PipelinePulse," "we," "us," or "our"), and the business entity that registers for
or uses the Service ("Customer," "you," or "your"). By clicking to accept, creating an
account, or using the Service, you agree to these Terms. If you do not agree, do not use the Service.
If you are entering into these Terms on behalf of a company or other legal entity, you represent
that you have authority to bind that entity, and "you" refers to that entity.
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1. The Service
PipelinePulse is a business-to-business software-as-a-service application, accessed at
app.getpipelinepulse.com, that lets sales teams share proposal documents with their prospects, track
when and how those prospects engage with them, receive real-time viewing alerts, capture electronic
signatures, and integrate engagement data with the Customer's own systems via API and webhooks (the
"Service"). We may update, improve, or change the Service from time to time.
2. Eligibility; business use only
The Service is offered only to businesses and their authorized personnel, for business purposes.
By using the Service you represent that: (a) you are at least 18 years old; (b) you are using the
Service on behalf of a business; and (c) you have authority to act for that business. The Service is
not directed to consumers or to children, and is not intended for the collection of personal
information from anyone under 18.
3. Accounts
You must provide accurate registration information and keep it current. You are responsible for
safeguarding account credentials and for all activity under your account and your users' accounts.
Each user account belongs to exactly one organization. Notify us promptly at
legal@getpipelinepulse.com of any unauthorized use. You are responsible for your users' compliance
with these Terms.
4. Plans, subscriptions, and billing
4.1 Plans.** The Service is offered in tiers (currently Basic (free), Professional,
Premium, and Enterprise), each with the features and usage allowances described at the time of
purchase. We may change plan features and allowances prospectively.
4.2 Free trial. New paid signups may receive a time-limited trial (currently 14 days) that does
not require a payment method. If you do not subscribe by the end of the trial, your organization is
automatically moved to the free Basic plan — you are not charged, and no payment method is collected
during the trial.
4.3 Payment processor. Paid subscriptions are billed through our third-party payment processor,
Stripe, Inc. Your payment-card or bank-account details are collected and processed by Stripe under
Stripe's terms and privacy policy; PipelinePulse does not store full card or bank numbers. You
authorize us (through Stripe) to charge your selected payment method for all fees.
4.4 Recurring billing and auto-renewal. Paid plans are billed in advance on a recurring
monthly basis and automatically renew each period until cancelled. By subscribing you authorize
recurring charges until you cancel.
4.5 Taxes. Fees are exclusive of taxes. You are responsible for any sales, use, VAT, GST, or
similar taxes, which may be calculated and collected at checkout.
4.6 Overage. Paid plans include a monthly proposal allowance. If you exceed it, we will never block
a proposal from being sent; instead, usage beyond your allowance (after any included grace) is billed
as described on our pricing page (currently in blocks, at the then-current block rate), appearing as a
line on your next invoice.
4.7 Price changes. We may change fees or introduce new charges on prospective notice; changes take
effect at your next renewal.
4.8 No refunds. Except where required by applicable law, all fees are non-refundable, including
for partial billing periods, unused allowances, and downgrades. See Section 10 for how cancellations
and downgrades take effect.
5. Upgrades, downgrades, and cancellation
5.1 Upgrades take effect immediately. 5.2 Downgrades to a lower paid tier, and downgrades to the
free Basic plan (which ends your paid subscription), take effect at the end of your current billing
period** — you retain your current tier until then, and are not refunded for the remainder of the
period.
5.3 You manage your subscription within the Service; payment-method and invoice management
is available through our processor's billing portal. Cancelling (downgrading to Basic) does not delete
your account or data — you remain a Basic user subject to Basic's limits.
6. Customer content and data
6.1 Your content. "Customer Content" means the proposals, documents, and other materials you
upload, and the data about your prospects and their engagement that the Service collects on your
behalf. As between you and us, you own your Customer Content. You grant PipelinePulse a worldwide,
non-exclusive license to host, process, transmit, display, and otherwise use Customer Content **solely
to provide, secure, and improve the Service for you and as otherwise permitted in these Terms and our
6.2 Prospect data; your responsibility as controller. When you upload or send proposals to
recipients, the Service collects those recipients' identifying and engagement information on your
behalf. You are the data controller for that information; PipelinePulse acts as your processor (see
Section 7 and our Data Processing Addendum). You represent and warrant
that you have all rights, consents, and lawful bases necessary to collect and process your prospects'
information through the Service, and to send them proposals, consistent with applicable law (including
data-protection and anti-spam laws). You are responsible for providing any notices to, and honoring any
requests from, your prospects, except as we agree to assist in the DPA.
6.3 Our use of aggregated data. We may generate and use aggregated and de-identified data derived
from use of the Service (that does not identify you, your users, or your prospects) to operate, secure,
analyze, and improve the Service.
7. Data protection
Our processing of personal data is described in our [Privacy Policy](./privacy-policy.md), and, for
personal data you process as a controller through the Service, in our Data Processing Addendum) ("DPA"),
which is incorporated into these Terms by reference. Where the GDPR, UK GDPR, or a US state privacy law
applies, the DPA governs our respective roles and obligations.
8. Electronic signatures
The Service offers electronic-signature functionality intended to satisfy the US ESIGN Act and
UETA, and the EU eIDAS framework for simple electronic signatures. When signing is enabled, we
capture signer intent, consent to transact electronically, attribution (including mandatory email
verification of the signer), association of the signature to the exact document signed (via a
cryptographic hash), and a retained audit record. **You are responsible for determining whether an
electronic signature is legally sufficient for your particular use and jurisdiction. For signature
types requiring qualified/certificate-based signatures (e.g., certain eIDAS QES use cases), the Service
is not a substitute. Signature audit records are retained as described in the Privacy Policy and may be
excluded from deletion where retention is required to establish, exercise, or defend legal claims.
9. Acceptable use
You agree not to, and not to permit anyone to: (a) upload or send content or use the Service in
violation of law or third-party rights; (b) send unsolicited or unlawful communications (spam) or
process personal data without a lawful basis; (c) upload malware or attempt to breach, probe, or
circumvent the Service's security, access controls, or tenant isolation, or access another
organization's data; (d) reverse engineer, decompile, or copy the Service except as permitted by law;
(e) resell, sublicense, or provide the Service to third parties except your own authorized users; (f)
use the Service to build a competing product; (g) exceed rate limits or interfere with the Service's
operation; or (h) use the Service for any high-risk activity where failure could lead to death,
personal injury, or environmental damage. We may suspend access for violations that threaten the
Service or other customers.
10. Term, termination, and data return
10.1 Term. These Terms apply while you use the Service. 10.2 Termination. You may stop using the
Service and cancel paid plans at any time (see Section 5). We may suspend or terminate for material
breach, non-payment, or as required by law, with notice where practicable. 10.3 Effect. On
termination, your right to use the Service ends. 10.4 Data export and deletion. You may export your
Customer Content; on termination or verified request, we delete or anonymize personal data within the
periods described in our Privacy Policy and DPA (generally within 30 days, with backups aging out
within a further 7 days), except data we must retain for legal reasons (such as executed signature
records). A wind-down/data-out process is described in our DPA and Confidentiality & Business Continuity
Addendum.
11. Intellectual property
The Service, including all software, designs, and content we provide (excluding Customer Content), and
all related intellectual-property rights, are and remain the property of PipelinePulse and its
licensors. We grant you a limited, non-exclusive, non-transferable, revocable right to access and use
the Service during your subscription, subject to these Terms. "PipelinePulse" and our logos are our
trademarks; you may not use them without permission. If you give us feedback, we may use it without
restriction or obligation to you.
12. Third-party services
The Service integrates with and relies on third-party services (including our subprocessors — Vercel,
Supabase, Stripe, and Postmark — and any integrations you configure, such as your CRM). We are not
responsible for third-party services, and your use of them may be subject to their own terms.
13. Confidentiality
Each party may receive the other's non-public information. The receiving party will use it only to
perform under these Terms and will protect it with reasonable care. Customer Content is your
Confidential Information. This section does not apply to information that is public, independently
developed, or rightfully obtained without confidentiality obligations.
14. Disclaimers
**THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING IMPLIED 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 secure, or
that it will meet your requirements. PipelinePulse does not currently hold SOC 2 or ISO 27001
certification, and nothing in the Service should be read as such a certification. You are responsible
for determining the Service's suitability for your regulatory and business needs.
15. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT,
INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, OR
GOODWILL; AND (B) EACH PARTY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL
NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING
RISE TO THE LIABILITY. These limitations do not apply to your payment obligations, or to liability
that cannot be limited under applicable law.
16. Indemnification
You will defend and indemnify PipelinePulse against third-party claims arising from: (a) your Customer
Content; (b) your prospects' data and your role as controller (including claims that you lacked a lawful
basis or required consent); (c) your violation of these Terms or applicable law; and (d) your use of the
Service. This is a one-way indemnity (PipelinePulse does not
provide an IP-infringement indemnity to Customer at this time).
17. Governing law; dispute resolution; arbitration
17.1 Governing law. These Terms are governed by the laws of the State of North Carolina, without
regard to conflict-of-laws rules.
17.2 Binding arbitration. Any dispute arising out of or relating to these Terms or the Service
will be resolved by final and binding arbitration seated in Raleigh, North Carolina, under the
Commercial Arbitration Rules of the American Arbitration Association (AAA), by a single arbitrator,
rather than in court, except that either party may seek injunctive relief in court for infringement or
misuse of intellectual property or Confidential Information. Judgment on the award may be entered in any
court of competent jurisdiction.
17.3 Class-action waiver. Disputes will be conducted only on an individual basis and not as a
class, consolidated, or representative action.** If this waiver is unenforceable as to a particular
claim, that claim (and only that claim) will be severed and brought in court.
17.4 Informal resolution first. Before starting arbitration, the initiating party must send the
other a written description of the dispute (to legal@getpipelinepulse.com, or to your account email)
and allow 30 days to resolve it informally.
17.5 Small claims. Notwithstanding the above, either party may bring an individual claim in a
small-claims court that has jurisdiction, if the claim qualifies.
18. Changes to these Terms
We may update these Terms from time to time. If we make material changes, we will provide reasonable
notice (for example, by email or in-app). Changes take effect on the stated effective date; continued
use after that date constitutes acceptance. The current version is always posted at
https://www.getpipelinepulse.com/terms.
19. General
19.1 Entire agreement. These Terms, the Privacy Policy, and the DPA are the entire agreement between
the parties regarding the Service and supersede prior agreements.
19.2 Assignment. You may not assign these Terms without our consent; we may assign them in connection
with a merger, acquisition, or sale of assets.
19.3 Severability. If any provision is unenforceable, the rest remains in effect.
19.4 Waiver. No waiver is effective unless in writing.
19.5 Force majeure. Neither party is liable for delays caused by events beyond its reasonable control.
19.6 Notices. Legal notices to us go to legal@getpipelinepulse.com; we may notify you at your account email.
19.7 Relationship. The parties are independent contractors.
20. Contact PipelinePulse, Inc. · 145 Coffee Bluff Lane, Holly Springs, NC 27540
Legal: legal@getpipelinepulse.com · Support: support@getpipelinepulse.com · (833) 743-8785