Proposal Expert is currently offered as a free beta (test version). The Service is provided "as is" and "as available", without any warranty of any kind.
During the beta the Service may contain errors, change at any time and be interrupted or discontinued temporarily or permanently, without prior notice. There is no guarantee of availability, accuracy or retention of your data. Therefore, make your own backup of important information.
Use of the beta is entirely at your own risk. To the extent permitted by law, we are not liable for damage, data loss or consequential loss arising from use of the Service during the beta phase. This limitation does not apply to damage caused by intent or willful recklessness and does not affect your mandatory consumer rights.
No rights can be derived from participation in the beta and there is no right to compensation.
Version: 30 September 2026
These terms consist of four parts:
1.1 Proposal Expert is the trade name under which this service is offered. In these terms, this is referred to as "we" or "Proposal Expert". You can reach us via the contact form at proposal.expert/contact.
1.2 In these terms, the following words have the following meanings:
2.1 These terms apply to every use of the Service, free or paid, to every quotation we issue and to every agreement we conclude with you concerning the Service.
2.2 The agreement is concluded as soon as you create an account and accept these terms. For a paid subscription, the agreement is concluded as soon as you complete the order.
2.3 General terms and conditions or purchasing conditions of a Business Customer do not apply. We expressly reject them. That remains the case even if you refer to them again later.
2.4 Deviations from these terms are only possible if we agree them with you In Writing. Such an arrangement applies only to the agreement for which it was made. If we do not insist on a provision on one occasion, this does not mean that we waive it from then on.
2.5 If documents conflict with each other, the first document in this list prevails:
3.1 A quotation or offer from us is without obligation, unless it states how long it is valid. We may withdraw an offer made without obligation until shortly after you have accepted it.
3.2 An estimate of costs, time or the number of Users required is an indication. You cannot derive any rights from it, unless we have committed to a fixed price or a fixed period In Writing. If you state a budget yourself, this only becomes a fixed price arrangement once we confirm it In Writing.
3.3 If our website, the Service or a quotation contains an error that you can reasonably recognise, such as an incorrect price or a typing error, we are not bound by it.
3.4 If we base a quotation on information that you give us, we assume that this information is correct. If that information turns out to be incorrect, we may adjust the quotation or the price.
4.1 You must be 18 years of age or older to create an account.
4.2 When you create an account, you provide correct and complete details, and you keep those details up to date. This applies in particular to your email address. Messages that we send to the email address of your account are deemed to have been received by you.
4.3 You keep your login details, API keys and other means of access secret, and you share them only with people whom you authorise to use them. Anything that happens through your account or your means of access is at your own risk. We are not liable for misuse of your means of access, unless that misuse is the result of intent or deliberate recklessness of our management.
4.4 We may change or revoke means of access, for example if we suspect that they have been leaked. We recommend that you turn on two-factor authentication.
4.5 A Customer with a Workspace decides who gets access and with which rights. The Customer is responsible for what its Users do in the Service, for instructing them and for revoking in good time any access that is no longer needed. The Customer ensures that its Users comply with these terms.
4.6 A user account is personal. Several people may not work through one user account, unless your subscription expressly allows this.
4.7 If you suspect that someone has access to your account without permission, report this immediately via the contact form. In that case, you also change your password immediately.
5.1 With the Service, you can create, send and track proposals and have them signed. The features and limits that come with your subscription are those stated on the pricing page at the time you take out the subscription.
5.2 We do our best to provide the Service carefully, securely and without interruptions. This is an obligation of means (a best efforts obligation), not an obligation of result. We only guarantee a particular result if we have committed to that result In Writing and described it clearly.
5.3 We do not guarantee that the Service is always available or works without errors. An arrangement on availability or response times (a service level agreement) applies only if it has been made In Writing. Under such an arrangement, planned maintenance and circumstances beyond our control are not taken into account. Our own measurements of availability serve as evidence, unless you prove otherwise.
5.4 We may temporarily interrupt the Service in whole or in part for maintenance, updates or security. Where possible, we announce planned maintenance in advance. We keep the interruption as short as possible and preferably schedule it at times when the Service is used little.
5.5 We continuously develop the Service further and may replace the underlying software with a new version at any time. We may add, change or remove features. We are not obliged to retain, adapt or add a feature especially for you. If we remove or restrict a feature, and this makes a paid subscription substantially less valuable to you, we will notify you at least 30 days in advance. You may then cancel the subscription free of charge with effect from the date on which the change takes effect, and you will receive a refund of the part you had already paid in advance.
5.6 Features that we designate as beta, preview or experiment are offered as they are. We may change or discontinue them without notice. For as long as the Service as a whole is a free beta version, the beta statement at the top of these terms applies.
5.7 Article 6 also applies to a free subscription and to a trial period.
5.8 You use the Service for your own organisation. This includes creating and sending proposals to your own clients. You may not make the Service available to others or manage it on behalf of others, unless we have permitted this In Writing.
5.9 Your subscription has limits, for example on the number of Users, proposals, storage, AI credits or API requests. You stay within those limits. If you exceed them, we may restrict the use or charge the additional costs in accordance with the pricing page. Unused capacity does not carry over to a following period.
5.10 We may check whether you comply with the limits and the rules for use, for example by means of technical measures in the Service. We use what we learn in doing so only for that check.
6.1 This article applies to the free subscription and to a trial period of a paid subscription until the first payment. In this article, this is referred to as "free use". In the event of a conflict, this article takes precedence over the rest of Part A.
6.2 The free subscription is intended to get to know the Service. For free use, we offer the Service as it is and as it is available at that moment. We give no guarantee whatsoever, including as to availability, speed, operation, accuracy, fitness for a particular purpose or the retention of features and data.
6.3 For free use, you have no right to support, to the repair of Errors, to notice of maintenance or to a service level agreement. We help where we can, but paying Customers take priority.
6.4 We may change, restrict or discontinue the free subscription, the limits, the AI credits and the features that come with it at any time. You are not entitled to any compensation for this. Where possible, we let you know about a change in advance. If a change causes you to lose access to your data, you have at least 30 days to export it.
6.5 We may terminate a free account with a notice period of 14 days, without giving reasons. In the event of misuse or a breach of article 12, we may block or terminate a free account immediately.
6.6 If you have not logged in to a free account for 12 months, we may delete the account with all its data. We send you a warning at least 30 days in advance to the email address of your account. If you log in during that period, the account is kept.
6.7 For free use, we are not liable for any damage, on any legal ground whatsoever. This does not apply to damage caused by intent or deliberate recklessness of our management. If a court rules that we may not rely on this exclusion, our liability is limited to €100 in total. Article 20 otherwise applies accordingly.
6.8 For free use too, we secure your data as described in article 18 and Part C, and you can export your data as described in article 23. When you switch provider, for free use we do not help beyond the export function, except insofar as the law requires more.
6.9 For Consumers, articles B6 and B10 also apply.
7.1 If you discover an Error, report it as soon as possible via the contact form. Describe what you did, what happened and what you expected. We can only investigate an Error if we can trace and reproduce it.
7.2 We do our best to repair Errors in software that we have made ourselves within a reasonable period. We may include a repair in a later version, and in the meantime we may offer a temporary solution or workaround. We are not obliged to repair Errors in software or services of other parties, or to remedy imperfections other than Errors.
7.3 We provide support online, via the contact form and the help articles in the Service. We help on working days during our usual business hours and within a reasonable period. Please consult the help articles first before you ask a question. We do our best to give correct and complete answers, but we do not guarantee their accuracy or speed.
7.4 We are not obliged to carry out work that falls outside the Service, such as custom work, migrating data from another system, converting data into a format other than our export, personal training or setting up your Workspace. If we do agree to carry out such work, we agree the price and the time frame In Writing in advance. Time frames for such work are target dates, unless we have committed to a deadline In Writing.
7.5 Even where a deadline applies, we are only in default once you have given us notice of default In Writing, with a reasonable period to still complete the work, and we have not completed it within that period. If you change the assignment in the meantime, or do not cooperate in time, the time frames are postponed.
8.1 We can only provide the Service properly if you cooperate. You give us in good time the information and cooperation that we reasonably need.
8.2 You are responsible for the accuracy and completeness of the data that you enter in the Service, such as prices, discounts, VAT rates, product details and the details of Recipients. The Service calculates with what you enter. We do not check your amounts and texts.
8.3 You set up the Service yourself, including your house style, templates, settings, user rights and integrations. You decide how you use the results of the Service, and you are responsible for those choices.
8.4 You provide suitable equipment, software, an up-to-date browser and a working internet connection yourself.
8.5 You use the Service only for its intended purpose, as we describe it in the Service and in our documentation. We are not liable for damage caused by other use, even if that use was foreseeable.
8.6 You assess for yourself whether the Service is suitable for your organisation and complies with the laws and regulations that apply to you. Examples are rules for your sector, retention obligations, requirements for quotations and invoices, and requirements of your own clients. We cannot promise that the Service complies with all rules that apply to you, or that we will adapt the Service in time if those rules change.
8.7 If you choose to do something in a particular way against our advice or against a warning, the consequences are at your own risk.
8.8 We are not obliged to warn you about risks that lie outside the Service. If we do so anyway, this is without obligation.
9.1 The prices are stated on the pricing page. For Business Customers, all prices are in euros and exclusive of VAT and other government levies. For Consumers, we show prices inclusive of VAT.
9.2 A subscription runs monthly or annually, depending on what you choose. You always pay in advance for the whole period. Payment is made through our payment provider Stripe, using the payment method that you provide.
9.3 At the end of each period, a subscription is automatically renewed for the same period. You can always cancel with effect from the end of the current period, via the account settings. For Consumers, article B4 also applies.
9.4 We may adjust our prices, for example because our own costs rise. We notify a price increase for a current subscription at least 30 days before it takes effect. If you do not agree, you can cancel the subscription free of charge with effect from the date on which the new price takes effect.
9.5 If the government increases VAT or another levy, we may pass this on immediately. For Business Customers, this also applies to a price increase by a supplier that we use for a specific feature, such as an AI provider or a text messaging service. We notify such an increase in advance.
9.6 If a payment fails, we send you a reminder. If the payment has still not been received 14 days after that reminder, we may suspend the paid features until payment has been made. Your data is kept during that time. For a Business Customer, article 9.13 may apply after that.
9.7 If a Business Customer does not pay on time, it owes statutory commercial interest from the due date, without any reminder or notice being required. If we have to hand the claim over to a third party for collection, all reasonable costs are borne by the Business Customer. These are the extrajudicial costs, the legal costs and the costs of experts engaged.
9.8 A Business Customer may not set off amounts that it owes us against amounts that we owe it, and may not suspend payment.
9.9 If several persons or organisations jointly conclude one agreement with us, each of them is jointly and severally liable for the full amount.
9.10 We do not refund a current period if you cancel before it ends, unless these terms or the law provide otherwise.
9.11 Our records serve as evidence of what you have used and what you owe, unless you prove otherwise.
9.12 We may assign our claims against you to another party, for example a debt collection agency or a financier.
9.13 If a Business Customer has still not paid an amount that is due and payable after the reminder and the period referred to in article 9.6, we may suspend access to the whole Service, including the export. We may then retain data, documents and other work that we store or have produced for the Customer until everything has been paid, even if we would otherwise have to hand them over. In doing so, we comply with the following:
10.1 Your User Content remains yours. We only receive the right to store, process, display and transmit that content to the extent necessary to provide, secure and improve the Service. Examples are showing a proposal to a Recipient, creating a PDF or sending an email.
10.2 We do not use your User Content to train AI models. We do not sell your data and do not use it for advertising.
10.3 You are responsible for your User Content and for all data that you process with the Service. You warrant that you have the right to use and share that content, that you have the necessary licences and permissions, and that the content does not infringe the rights of others and is not contrary to the law.
10.4 A Business Customer indemnifies us against claims by others that relate to its User Content, to the data that it processes or to its use of the Service. This includes claims by its own clients and by Recipients about the content of a proposal or of an agreement concluded through the Service. The Business Customer also reimburses the reasonable costs of our defence. This does not apply insofar as the claim is the result of something that we ourselves did wrong.
11.1 The Service contains features that use artificial intelligence to create, improve, summarise, translate or assess text. For this purpose, we send the necessary data to an AI provider. Which provider that is, is stated on our sub-processors page.
11.2 AI can make mistakes. The output may be incorrect, incomplete or out of date, and the same question may produce a different answer. The behaviour of an AI model may also change over time. You therefore check everything that an AI feature produces yourself, before you use it or send it to a Recipient. What you send is your responsibility.
11.3 A score, advice or analysis from an AI feature is an aid. It is not a guarantee of a result and it is not legal, tax or financial advice.
11.4 You use AI features only for their intended purpose. You supervise their use within your organisation yourself, and you ensure that the people who work with them on your behalf know enough about what AI can and cannot do.
11.5 You may not use the AI features and their output to train or improve your own AI model, or to build a service that competes with the Service. You may not build the AI features into another AI system without our consent In Writing.
11.6 We may adjust, restrict or turn off an AI feature, for example if it no longer works properly, if an AI provider changes its terms or if the law requires this. We do not owe any compensation for this. Article 5.5 continues to apply.
11.7 Some AI features cost credits. The number of credits that comes with your subscription and what a feature costs are stated in the Service. Unused credits do not carry over to a following period and are not paid out in money, unless the Service states otherwise.
12.1 You use the Service only for its intended purpose, and you comply with the law. In any event, you may not use the Service to:
12.2 If you act in breach of this article, or if we have well-founded reason to believe that you do, we may take appropriate measures. We can make content inaccessible or remove it, turn off share links, restrict features, temporarily block your account or, in the event of a serious or repeated breach, terminate the agreement. Where possible, we first ask you to remove the content yourself. We choose a measure that is proportionate to the seriousness of the breach. We let you know which measure we are taking and why, unless the law or the investigation of an authority prohibits this.
12.3 We may also take measures to comply with the law, to follow a request or order from an authority, or to prevent us from becoming liable to others.
12.4 We are not liable for damage that you suffer as a result of a measure that we take in good faith under this article or article 13.
12.5 We decide which activities the Service may be used for. Even where something is not illegal, we may refuse to let the Service be used for it if, in our reasonable opinion, it does not fit Proposal Expert or could harm our name. Examples are gambling, weapons, erotic services, pyramid schemes and network marketing with recruitment rewards, investments with promised returns that are unusually high, and medical or health claims without substantiation.
12.6 In a case as referred to in article 12.5, we may take shared proposals and share links offline immediately, including proposals that are already with a Recipient or have not yet been signed. We may also block the account and terminate the agreement immediately. We tell the Customer which measure we take and why. The Customer can still export its data afterwards as described in article 23. If we terminate the agreement under article 12.5 while the Customer has not broken any other rule in this article, we refund the part the Customer paid in advance for the period after the end. Article 12.4 applies in all other respects.
13.1 Anyone who believes that illegal content is being shared through the Service can report this via the contact form at proposal.expert/contact, using the category "Report content".
13.2 A report contains at least:
13.3 We confirm receipt and handle a complete report carefully and within a reasonable period. We let the reporter know what we have decided. We may also take measures in response to an incomplete report.
13.4 If we take a measure against a Customer on the basis of a report, we let the Customer know which measure it is, why, and how it can object to it. You submit an objection via the contact form. We review the objection again, by a person who does not rely solely on an automated decision.
13.5 We are not obliged to actively monitor what Customers put in the Service. If we do monitor this on one occasion, that does not create such an obligation.
13.6 We are not a court. We do not have to carry out an extensive legal investigation to determine who is right, and we do not have to take part in a dispute between a Customer and another party. A Customer resolves such a dispute with the other party itself.
14.1 With the Service, Recipients can sign a proposal electronically. This is a simple electronic signature within the meaning of the European eIDAS Regulation (EU 910/2014). For each signature, we record evidence: the time, the IP address, a unique verification code, a hash of the signed document and a timestamp.
14.2 The evidence can be viewed via the verification link that belongs to each signature.
14.3 Whether a simple electronic signature is sufficient depends on the type of agreement and on the country. You assess this yourself. Some agreements require a notarial deed, a qualified electronic signature or a signature on paper. The Service is not intended for those.
14.4 We are not a party to any agreement that you conclude with a Recipient through the Service. We are not responsible for its content or its performance.
15.1 You can connect the Service to services of other parties, such as a CRM, Slack, Microsoft Teams or a payment service. Your use of those services is governed by the terms of those parties. You conclude your own agreement with them for this.
15.2 You turn on such an integration yourself. In doing so, you decide which data goes to that service.
15.3 We are not responsible for the operation, availability, security or changes of services of other parties. If an integration stops working because the other party has changed something, we do our best to resolve this within a reasonable period. We do not guarantee that this will always succeed.
15.4 If we ourselves make a service of another party available to you and have referred you to the terms of that party, those terms also apply to that service.
16.1 All rights in the Service are and remain ours or our licensors'. This applies to the software, the design, the templates and sample texts that we offer, the help articles, the brand name, the documentation and our quotations. Your User Content is not covered by this.
16.2 You receive the right to use the Service for as long as the agreement runs, within the limits of your subscription and for as long as you pay what you owe. That right is non-exclusive. You may not transfer it, pledge it or pass it on to others.
16.3 You may not remove or change notices about copyright, trade marks or confidentiality in the Service.
16.4 You may not use the Service, our templates, sample texts and help articles to train AI models, and you may not apply scraping or data mining to them.
16.5 You may use and adapt the templates and sample texts that we offer in the Service for your own proposals. You may not sell them separately or offer them as your own templates.
16.6 If you send us feedback or ideas, we may use them freely to improve the Service. You receive no compensation for this.
16.7 If someone holds a Business Customer liable because software that we have made ourselves infringes their intellectual property, we take over the defence. We only do so if the Customer informs us In Writing immediately, leaves the handling entirely to us, makes no admission or settlement without our consent and gives us all the cooperation that we need. This does not apply if the claim relates to User Content, to an integration or service of another party, or to a modification that does not come from us. If the infringement has been established, or if we expect it, we ensure where possible that the Customer can continue to use the Service or an equivalent alternative. If that is not reasonably possible, we may terminate the agreement and we refund the part paid in advance. This is all that we owe in the event of such a claim, and article 20 continues to apply.
16.8 A Business Customer gives us permission to name it and show its logo as a user of the Service, for example on our website. If the Customer does not want this, it lets us know via the contact form and we remove the mention within a reasonable period.
17.1 We and you keep each other's confidential information secret, and use it only for the purpose for which it was provided. Information is confidential if this has been indicated, or if you or we can reasonably understand that the information is confidential. The content of proposals that have not yet been shared is always deemed confidential.
17.2 This does not apply if the information was already public, if the law, a court or an authority requires the information to be disclosed, if a notification to an authority is necessary, or if disclosure is necessary to perform the agreement. If you give confidential information of ours to someone else, you ensure that that other person also keeps the information secret.
17.3 We ensure that everyone who has access to your data on our behalf is bound by a duty of confidentiality.
17.4 The workings of the Service, our software, our pricing arrangements with you and information about our security are confidential and contain trade secrets of ours and of our suppliers.
18.1 We secure the Service at a level that is appropriate to the risks, the state of the art, the costs and the type of data that Customers usually put in the Service. The measures we take are described in Part C and on our security page. No security is completely watertight. We do not guarantee that the security works in all circumstances.
18.2 We may adjust our security measures at any time, for example if the law, the state of the art or the threat changes. We let you know about important changes that affect you.
18.3 You assess for yourself whether the security of the Service is sufficient for the data that you put in it and for the laws that apply to you. If you consider that it falls short, let us know In Writing and as specifically as possible. We are not obliged to take additional measures at your request, unless we agree this In Writing. We may charge costs for additional measures at your request.
18.4 You take care of the security of your own devices, network and accounts, with strong passwords and preferably two-factor authentication.
18.5 If we or an authority give you an instruction to prevent or limit a security incident, for example to change a password or to turn on two-factor authentication, you follow it. If you do not do so, or do not do so in time, we are not liable for the damage that results, and a Business Customer indemnifies us against that damage.
18.6 If you discover a security incident, a vulnerability or a leak in the Service, report it as soon as possible via the contact form. Inform your own Users if we ask you to.
18.7 We make an encrypted backup of the database every day and keep it for 30 days. If something is lost through a malfunction or incident, we restore the latest available backup. We cannot restore more than that.
18.8 A backup made by us is intended to restore the whole Service after an incident. We cannot promise that we will restore a single Workspace or a single document. You should therefore keep your own copy of proposals and signed documents that are important to you. This is always possible with the export function and the PDF download.
18.9 You remain responsible yourself for your statutory retention obligations, such as the obligation to retain your accounting records. This also applies after the end of the agreement.
19.1 For personal data that you process in the Service, for example of your clients and of Recipients of your proposals, you are the controller and we are the processor. For that data, Part C is the data processing agreement required by the GDPR. You do not need to sign anything separately for this. Part C applies as soon as you accept these terms.
19.2 For personal data that we process for ourselves, such as your account details, invoicing and the security of the Service, we are the controller ourselves. How we handle that data is described in our privacy policy at proposal.expert/privacy-policy.
19.3 If you have to make a notification to an authority or provide information about the Service, let us know in advance. We help you with the information you need for this.
19.4 If, under the law, you need information from us to demonstrate that you comply with your own obligations, you send us a request In Writing that is as specific as possible. We provide that information within a reasonable period, for example in the form of a description of our measures, a certificate or a report by an independent expert. If that is not sufficient, article C8 applies to an audit.
19.5 For work that we carry out under this article or Part C and that goes beyond what reasonably forms part of the Service, we may charge reasonable costs. We notify this in advance.
19.6 If we make a notification to an authority in good faith, or cooperate with a request or order from an authority, we are not liable for the damage that results.
19.7 If an authority imposes a fine or an order on you, you cannot recover it from us.
20.1 This article applies towards Business Customers. For Consumers, article B6 applies. It applies to every basis of liability, including a failure to perform, a tort, a guarantee or an indemnity.
20.2 Our liability is limited to compensation for direct damage. We compensate at most the amount that you paid us in the 12 months before the event causing the damage, excluding VAT, up to a maximum of €10,000 in total. For free use, article 6.7 applies. A series of related events counts as one event.
20.3 Direct damage only includes:
20.4 We are not liable for indirect damage. This includes consequential damage, lost profits, lost turnover or orders, lost savings, damage due to business interruption, reduced goodwill and damage due to claims by your own clients or by Recipients.
20.5 We are also not liable for damage caused by:
20.6 We are only liable if you first give us notice of default In Writing immediately. In that notice, you describe as precisely as possible what is going wrong, and you give us a reasonable period to resolve it. Only if we do not resolve it within that period are we liable. This does not apply if resolving it is permanently impossible.
20.7 You report damage as soon as possible after you have discovered it. A claim for damages lapses if you have not submitted it to us In Writing within 12 months after the damage arose.
20.8 The limitations in this article do not apply if the damage is the result of intent or deliberate recklessness of our management.
20.9 The limitations and exclusions in these terms also apply to the persons and parties that we engage to provide the Service. They can rely on them themselves.
21.1 We are not liable if we cannot fulfil our obligations due to circumstances that we cannot reasonably prevent or influence. Examples are:
21.2 During force majeure, our obligations are suspended. If the force majeure lasts longer than 60 days, you and we may terminate the agreement In Writing. We settle what has already been provided on a pro rata basis. We refund what you have already paid in advance for the period after that. Beyond that, we owe each other nothing.
22.1 You can cancel your subscription or account at any time via the account settings. A paid subscription then continues until the end of the current period.
22.2 We can terminate the agreement with a notice period of 30 days. We refund what you had already paid in advance for the period after the end. We do not owe any compensation for a termination. For free use, article 6.5 applies.
22.3 A Business Customer can only rescind the agreement because of a failure on our part if that failure concerns an essential obligation, and only after it has given us notice of default In Writing, as precisely as possible, with a reasonable period to resolve it. Payment and cooperation are always essential obligations for the Customer.
22.4 If the agreement is rescinded, we do not have to return what you have already paid for the period already provided, and you continue to owe what we have already provided. This is different if you demonstrate that we were in default with regard to the essential part of that performance.
22.5 We may terminate the agreement with immediate effect, without refund and without compensation, if:
22.6 If a Business Customer is declared bankrupt, its right to use the Service ends without us having to take any action. Article 23 continues to apply, so that the bankruptcy trustee (curator) can export the data. Article 9.13 applies to amounts still outstanding.
22.7 Provisions that by their nature are intended to continue to apply after the end continue to apply. Examples are confidentiality, liability, indemnities, intellectual property and the export of data.
23.1 You can export your data at any time in a common, machine-readable format, via the export function in the Service. In addition, you can download proposals as a PDF. We do not charge any costs for this. This does not apply for as long as access has been suspended under article 9.13.
23.2 The export contains your User Content and the data that you have entered in the Service or that has arisen through your use. The export does not contain our software, our internal data, our templates and texts, or information that would disclose our trade secrets or intellectual property.
23.3 If you want to switch to another provider or to your own system, you can indicate this In Writing via the contact form. You then state clearly which data is concerned, whether you want to switch or only want to stop, and to which party the data must go, with the contact details of that party. We may check whether the request really comes from you. If you do not let us know within the notice period how you want to switch, we treat the request as a termination with deletion of the data.
23.4 We help you within a transition period of no more than 30 days. During that period, the Service continues to work as normal, with the same level of security. If 30 days is not technically feasible, we let you know within 14 working days, with a longer period. We are not obliged to import the data into the system of the new provider or to convert it into another format.
23.5 After the end of the agreement, you have another 30 days to export your data. During that period, you can also undo the deletion of your account. After that, we permanently delete your data. It disappears from backups within 30 days after that. Data that we are required by law to retain, such as invoices, we retain for as long as the law requires. If an amount is still outstanding for a Business Customer at the end, the period of 30 days only starts once that amount has been paid. In that case we keep the data until 90 days after the end. If payment has still not been made by then, we delete it.
23.6 A switch or export costs you nothing, even if you want to switch before the end of the term. Article 9.10 does continue to apply to the current subscription period.
24.1 We may change these terms, for example because the Service or the law changes. We notify a change at least 30 days before it takes effect, by email or in the Service. If a change is solely to your advantage or is required by law, it can take effect sooner.
24.2 If a change is to your disadvantage, you can cancel the agreement free of charge with effect from the date on which the change takes effect. We refund what you have already paid in advance for the period after that.
24.3 In the case of a material change, we ask you to accept the terms again the next time you log in.
24.4 If a new law or regulation means that you need an adjustment to the Service, let us know In Writing and as specifically as possible. We will then discuss whether and how that is possible. We may charge for an adjustment that is only needed for you or for a small group of Customers. If we cannot or will not reasonably make the adjustment, you and we may terminate the part of the agreement that does not comply with that rule. We then refund the part paid in advance and owe nothing further.
25.1 You may only transfer or pledge your rights and obligations under the agreement to someone else if we consent to this In Writing.
25.2 We may transfer our rights and obligations to another party that continues the Service, for example in the event of an acquisition. We let you know this in advance. If you do not agree with the new party, you may cancel the agreement free of charge. Article 9.12 applies to the assignment of claims.
26.1 If a provision of these terms is invalid, the other provisions continue to apply as normal. We replace the invalid provision with a valid provision that is as close as possible to its intention.
26.2 The agreement is governed by Dutch law. The United Nations Convention on Contracts for the International Sale of Goods (CISG) does not apply.
26.3 If a Business Customer has a complaint about the Service or a dispute with us, it first reports this In Writing and as precisely as possible via the contact form. We then have 30 days to reach a solution together with the Customer. Only after that can the Customer submit the dispute to a court. This does not apply to summary proceedings (kort geding) or the levying of an attachment.
26.4 A dispute with a Business Customer is submitted exclusively to the competent court of the district court (rechtbank) in the district where we are established. We may also submit a dispute to the court that has jurisdiction under the law, such as the court of the place where the Customer lives or is established. For Consumers, article B8 applies.
26.5 If a Business Customer starts proceedings against us and the court rejects its claim in whole or for the most part, the Customer reimburses us for all reasonable costs that we actually incurred for those proceedings, including insofar as they exceed the legal costs that the court awards under the customary rates.
26.6 These terms have been drawn up in Dutch. The English translation is provided for convenience. If the English translation and the Dutch text differ, the Dutch text prevails.
26.7 You can ask questions about these terms via the contact form at proposal.expert/contact.
Part B only applies if you are a Consumer. In the event of a conflict, Part B takes precedence over Part A. Part B does not affect any rights that you have as a Consumer under the law.
B1.1 You are a Consumer if you are a natural person and use the Service for private purposes. If you use the Service for your work as a self-employed professional (zzp'er), freelancer or entrepreneur, you are a Business Customer and Part B does not apply.
B2.1 All prices that we show to Consumers are inclusive of VAT and other government levies.
B3.1 You can withdraw from a paid subscription within 14 days after taking it out, without giving any reason.
B3.2 You withdraw by sending us a clear statement within those 14 days via the contact form at proposal.expert/contact. You can use the model form in Annex 1 for this, but you do not have to. We confirm receipt of your withdrawal immediately.
B3.3 When you take out the subscription, we ask whether you want to use the paid features immediately. If you choose to do so, and you then withdraw within the 14 days, you only pay for the days on which you could already use the paid features. You receive a refund of the part that you paid above that.
B3.4 We make the refund within 14 days after receiving your withdrawal, via the payment method that you used.
B3.5 No withdrawal is needed for the free subscription. You can delete your account at any time.
B4.1 A monthly subscription is renewed by one month each time. You can cancel it at any time with effect from the end of the current month.
B4.2 After the first year, an annual subscription is not renewed for another year. It then continues for an indefinite period and you can cancel it at any time with a notice period of no more than one month. If you have already paid in advance for the period after the end, we refund that part. Before an annual subscription expires, we send you a reminder.
B4.3 Cancelling is just as easy as taking out the subscription, via the account settings. We confirm the cancellation by email.
B5.1 If we increase the price of your subscription, you can cancel the subscription free of charge with effect from the date on which the new price takes effect. This applies to every price increase, even if it is the result of a change in VAT.
B6.1 Article 20 and article 6.7 do not apply to Consumers. We are liable towards Consumers in accordance with the law.
B6.2 Your statutory rights where the Service does not work as you may expect remain in force. You can then ask us to resolve the problem. If that does not succeed within a reasonable period, you can ask for a price reduction or rescind the agreement.
B7.1 Article 9.7 does not apply to Consumers. If you do not pay on time, we first send you a reminder free of charge with a period of 14 days. If you still do not pay, you owe the statutory interest and the collection costs that the law permits.
B8.1 If you have a complaint, report it via the contact form. We respond within 14 days. If we need more time, we let you know within that period when you will receive a substantive answer.
B8.2 If we cannot resolve the matter together, you can submit the dispute to the court that has jurisdiction under the law. If you live in another country of the European Union, the mandatory consumer protection rules of that country continue to apply to you.
B9.1 If we change the Service or these terms to your disadvantage, you can cancel the agreement free of charge with effect from the date on which the change takes effect, and you receive a refund of the part paid in advance. This also applies to changes under articles 5.5, 6.4, 11.6 and 24.4.
B10.1 The following provisions of Part A do not apply to Consumers, or apply only insofar as the law permits:
Part C is the data processing agreement within the meaning of Article 28 GDPR. It applies to all personal data that a Customer, its Users and its Recipients enter in the Service or that arises in the Service ("Customer Data"). The Customer is the controller. We are the processor.
An extended version with a description of the processing, the security measures and the sub-processors is available for signature on request. You can request it via proposal.expert/contact?topic=dpa. In the event of a conflict, a signed version takes precedence over Part C.
C1.1 We process Customer Data only to provide the Service. This concerns storing, displaying, sharing and analysing proposals and having them signed, sending the related emails and, if a User requests it, AI assistance.
C1.2 This concerns data of the Customer's Users, of the Customer's clients and prospects and their contact persons, and of Recipients who view or sign a proposal. Examples are name, email address, telephone number, company, job title, the content of proposals, data about the viewing of a proposal and the evidence of a signature.
C1.3 The Service is not intended for special categories of personal data, such as health data, for personal data relating to criminal convictions and offences, or for citizen service numbers (BSN). The Customer only puts such data in the Service if it has a legal basis for doing so and has assessed the risks.
C1.4 The Customer warrants that it processes the Customer Data lawfully and complies with the GDPR. This includes having a legal basis for the processing and informing the data subjects adequately.
C2.1 We process Customer Data only on the instructions of the Customer. These terms and the way in which the Customer configures and uses the Service count as those instructions. Examples are the integrations that the Customer turns on and the retention periods that it sets.
C2.2 If the law requires us to process Customer Data differently, we let the Customer know in advance, unless the law prohibits this.
C2.3 If we believe that an instruction infringes the GDPR, we let the Customer know immediately.
C3.1 Everyone who processes Customer Data on our behalf is bound by a duty of confidentiality.
C3.2 We take appropriate technical and organisational measures to secure Customer Data. These include encrypted connections, encrypted backups, hashed passwords, two-factor authentication, separation between Workspaces, access management and logging. We may adjust those measures, provided that the level of security does not decrease.
C4.1 The Customer gives us general authorisation to engage sub-processors. The current list is available at proposal.expert/subprocessors, stating for each sub-processor the data it receives, where it is located and which safeguard applies.
C4.2 We notify a new sub-processor at least 30 days before it starts processing Customer Data. During that period, the Customer can object on reasonable grounds. If we cannot resolve the matter together, the Customer may cancel the relevant part of the Service free of charge.
C4.3 We impose on each sub-processor at least the same obligations as those set out in Part C. We remain responsible towards the Customer for what our sub-processors do.
C4.4 Integrations that the Customer turns on itself, such as a CRM or Slack, are not our sub-processors. The Customer has its own agreement with those parties.
C5.1 The Service and the database run in the European Union. If a sub-processor processes Customer Data outside the European Economic Area, this only takes place on the basis of an adequacy decision or the standard contractual clauses of the European Commission.
C6.1 We help the Customer to respond to requests from data subjects, such as a request for access or erasure. Users can export their own data and have their account deleted via the profile settings. If we ourselves receive a request from a data subject of the Customer, we forward it to the Customer.
C6.2 We also help the Customer with a data protection impact assessment (DPIA) and with a prior consultation of the Dutch Data Protection Authority (Autoriteit Persoonsgegevens), insofar as this is reasonable and with the information that we have.
C6.3 For assistance that goes beyond the features in the Service, we may charge reasonable costs. This does not apply to assistance that is needed because of an error on our part.
C7.1 If we discover a data breach that affects Customer Data, we report it to the Customer without undue delay, and in any event within 48 hours. We send the report to the email address of the owner of the Workspace, unless the Customer has given us another address.
C7.2 The report states, insofar as known at that moment, what has happened, which data and approximately how many data subjects are affected, what the likely consequences are and which measures we are taking. We send anything that is not yet known as soon as possible afterwards.
C7.3 The Customer decides whether the breach must be reported to the Dutch Data Protection Authority (Autoriteit Persoonsgegevens) and to the data subjects, and makes that report itself. We help with the information that we have. We are not obliged to make the report on behalf of the Customer.
C8.1 On request, we give the Customer all information that is necessary to demonstrate that we comply with Part C.
C8.2 If that information is not sufficient, the Customer may have an audit carried out no more than once a year by an independent, certified expert who is bound by a duty of confidentiality. After a data breach or at the request of a supervisory authority, this may happen more often. The Customer announces an audit at least 30 days in advance and bears the costs itself, including the reasonable costs that we incur for the audit. The audit is limited to the question of whether we comply with Part C and the GDPR. The audit may not disrupt the Service and does not give access to data of other Customers or to our trade secrets. The expert gives us a copy of the report.
C8.3 We may refuse an expert if that expert works for a competitor of ours, or if the audit would endanger our security. In that case, we propose another expert or another form of verification.
C9.1 After the end of the agreement, the Customer can export its data as described in article 23. After that, we delete the Customer Data, including from our backups, within the periods set out in article 23.5.
C9.2 We only retain Customer Data for longer if the law requires this, and then only for that purpose.
C10.1 The limitations of liability in article 20 apply to Part C, insofar as the GDPR permits.
C10.2 A Business Customer indemnifies us against claims by data subjects and fines that result from processing that the Customer instructed us to carry out or that does not comply with the GDPR due to the actions of the Customer.
Only complete this form if you are a Consumer and want to withdraw from your subscription. Send it via the contact form at proposal.expert/contact.
To: Proposal Expert, via the contact form at proposal.expert/contact
I/We hereby give notice that I/We withdraw from my/our contract for the supply of the following service:
Subscription: ______________________
Ordered on: ______________________
Name: ______________________
Email address of my account: ______________________
Date: ______________________