Terms of Service

By creating an account or using ClearlyBid (the “Service”), you agree to these Terms of Service (the “Terms”). If you do not agree, do not use the Service.

If you accept these Terms on behalf of a business, you represent that you are authorized to bind that business; “you” in these Terms refers to that business.

ClearlyBid is a software-as-a-service product for residential contractors to create proposals, manage a pricing library, send proposals to customers for electronic approval, and (optionally) push approved work into connected accounting and payment systems.

We may change, add to, or remove features over time. We will give reasonable notice of material removals affecting paid plans.

• You are responsible for keeping your sign-in credentials confidential.
• You are responsible for all activity that happens under your account.
• You must be at least 18 years old and capable of entering into a binding contract.
• You must provide accurate business information (legal name, license number, etc.) and keep it current.
• Notify us promptly of any unauthorized access at the contact address below.

You agree not to:

• Use the Service to violate any law or third-party right.
• Send unsolicited marketing, phishing, malware, or any content the recipient has not agreed to receive.
• Reverse-engineer the Service, attempt to bypass rate limits, scrape the product, or test it for vulnerabilities without prior written permission.
• Resell or sublicense the Service, or use it as a multi-tenant platform for clients without our prior agreement.
• Upload content you do not have the right to upload.

Customer-facing data you enter into the Service (your clients' contact info, proposal contents, signatures, etc.) is your data. We process it on your behalf to deliver the Service. See our Privacy Policy for details on data handling.

You are responsible for ensuring you have the right to share each customer's contact information with ClearlyBid for the purpose of sending them a proposal.

You may connect third-party services such as QuickBooks Online, Stripe, or email providers to the Service. Your use of those services is governed by their own terms. We will only access and act on data in those services to deliver features you initiate (e.g., creating an invoice when you click “Send to QuickBooks”).

ClearlyBid is offered on a freemium basis: a free tier with a usage cap, and paid plans for higher volumes. The current pricing and limits are listed on the Service. Fees are billed in advance, are non-refundable except where required by law, and you authorize us to charge the payment method on file each billing cycle.

We may change prices with 30 days' notice; price changes take effect on the next billing cycle.

ClearlyBid, its source code, brand, and trademarks are owned by us. These Terms grant you a limited, non-exclusive, non-transferable license to use the Service for your own business purposes during the term of your subscription.

You retain all rights to the content you put into the Service. You grant us a worldwide license to host, copy, transmit, and display that content solely as needed to provide and improve the Service.

The Service is provided “as is” and “as available.” To the maximum extent permitted by law, we disclaim all warranties — express, implied, or statutory — including merchantability, fitness for a particular purpose, and non-infringement.

ClearlyBid is a tool for managing proposals and connecting to your accounting system; it is not a substitute for licensed legal, tax, or accounting advice. You are responsible for the accuracy of the numbers, terms, and conditions in the proposals you send.

To the maximum extent permitted by law, our aggregate liability arising out of or related to these Terms or the Service is limited to the amount you paid us in the twelve months preceding the claim. We are not liable for indirect, incidental, consequential, special, or punitive damages, or for loss of profit, revenue, data, or goodwill, even if advised of the possibility.

You agree to indemnify and hold harmless ClearlyBid, its officers, employees, and agents from any claim, loss, or expense (including reasonable attorneys' fees) arising from your use of the Service, your content, your violation of these Terms, or your violation of any third-party right.

You may cancel your account at any time from inside the product or by contacting us. We may suspend or terminate your access if you breach these Terms, in which case unpaid fees for the current term remain due. On termination, your data may be retained briefly for compliance or restoration purposes and then deleted per our Privacy Policy.

These Terms are governed by the laws of the United States and the State of Colorado, without regard to conflict-of-laws principles. Any dispute will be resolved in the state or federal courts located in Colorado, and you consent to personal jurisdiction there.

We may revise these Terms from time to time. We will post the updated version here and adjust the “Last updated” date. Material changes will be communicated by in-product notice or email. Your continued use after a change means you accept the revised Terms.

Questions about these Terms: support@clearlybid.com.