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Terms of Service

Last updated: December 7, 2025

These Terms of Service ("Terms") govern your access to and use of Pre-Sales.io's services. By using our services, you agree to be bound by these Terms.

1. Acceptance of Terms

By accessing or using Pre-Sales.io ("Service"), you agree to these Terms and our Privacy Policy. If you're using the Service on behalf of a company, you represent that you have the authority to bind that company to these Terms.

2. Description of Service

Pre-Sales.io is an AI-powered presales automation platform that provides:

  • Lead management and AI response generation
  • Discovery call transcription and analysis
  • Requirements document generation
  • POC (Proof of Concept) generation
  • Proposal creation and management
  • Integration with CRM and calendar services

3. Account Registration

3.1 Account Creation

To use our Service, you must create an account with accurate and complete information. You're responsible for maintaining the security of your account credentials.

3.2 Account Requirements

  • You must be at least 18 years old
  • You must provide a valid business email address
  • One account per person; sharing accounts is prohibited
  • You're responsible for all activity under your account

4. Subscription and Payment

4.1 Subscription Plans

We offer different subscription plans (Starter, Professional, Enterprise) with varying features and limits. Details are available on our pricing page.

4.2 Payment Terms

  • Subscriptions are billed in advance on a monthly or annual basis
  • All fees are non-refundable except as required by law
  • Prices may change with 30 days' notice
  • Failure to pay may result in service suspension

4.3 Free Trial

We offer a 14-day free trial of Professional features. No credit card is required. At the end of the trial, you can choose a paid plan or your account will be converted to a limited free tier.

5. Acceptable Use

5.1 You Agree To:

  • Use the Service only for lawful purposes
  • Respect intellectual property rights
  • Not share your account with others
  • Keep your account credentials secure
  • Comply with all applicable laws and regulations

5.2 You Agree Not To:

  • Use the Service to harm or harass others
  • Upload malicious content or malware
  • Attempt to gain unauthorized access to the Service
  • Reverse engineer or decompile the Service
  • Use the Service in violation of third-party rights
  • Exceed usage limits through automated means
  • Resell or redistribute the Service without authorization

6. Your Content

6.1 Ownership

You retain all rights to content you upload to the Service ("Your Content"), including recordings, documents, and proposals.

6.2 License Grant

You grant us a limited license to process Your Content to provide the Service, including AI analysis and generation features.

6.3 Content Responsibility

You're responsible for Your Content and represent that you have the necessary rights to upload it. Do not upload content that:

  • Violates anyone's intellectual property or privacy rights
  • Contains confidential information you're not authorized to share
  • Is unlawful, harmful, or offensive

7. Intellectual Property

7.1 Our Property

The Service, including all software, designs, and documentation, is owned by Pre-Sales.io and protected by intellectual property laws.

7.2 Generated Content

AI-generated content (requirements documents, proposals, POC scaffolding) created through the Service is owned by you, subject to any third-party rights.

8. Third-Party Services

The Service integrates with third-party services (CRMs, calendars, AI providers). Your use of these integrations is subject to those services' terms. We're not responsible for third-party services.

9. AI and Machine Learning

Our Service uses AI (Claude by Anthropic) for various features. You understand that:

  • AI outputs may not always be accurate
  • You should review AI-generated content before use
  • AI processing involves sending data to our AI providers
  • We don't guarantee specific AI outcomes

10. Disclaimers

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We don't warrant that the Service will be uninterrupted, error-free, or that any defects will be corrected.

11. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PRESALES.IO SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES.

Our total liability shall not exceed the amount you paid us in the 12 months preceding the claim.

12. Indemnification

You agree to indemnify and hold harmless Pre-Sales.io from any claims, damages, or expenses arising from:

  • Your use of the Service
  • Your Content
  • Your violation of these Terms
  • Your violation of third-party rights

13. Termination

13.1 By You

You may terminate your account at any time through your account settings. Termination takes effect at the end of your current billing period.

13.2 By Us

We may suspend or terminate your account if you violate these Terms, fail to pay fees, or for any reason with 30 days' notice.

13.3 Effect of Termination

Upon termination, you lose access to the Service and Your Content. You may export Your Content before termination. We may delete Your Content after 30 days.

14. Changes to Terms

We may modify these Terms at any time. We'll notify you of material changes at least 30 days in advance. Continued use after changes constitutes acceptance.

15. Dispute Resolution

15.1 Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict of law principles.

15.2 Arbitration

Any disputes will be resolved through binding arbitration in San Francisco, CA, except you may bring claims in small claims court.

15.3 Class Action Waiver

You agree to resolve disputes individually and waive any right to participate in class action lawsuits or class-wide arbitration.

16. General Provisions

  • Entire Agreement: These Terms constitute the entire agreement between you and Pre-Sales.io.
  • Severability: If any provision is unenforceable, the remaining provisions remain in effect.
  • Waiver: Failure to enforce any right doesn't waive that right.
  • Assignment: You may not assign these Terms without our consent.

17. Contact

For questions about these Terms, contact us at:

  • Email: legal@pre-sales.io
  • Address: Pre-Sales.io Inc., 123 Main Street, San Francisco, CA 94105