Terms of Service
Effective date: January 1, 2026
Last updated: June 9, 2026
These Terms of Service (“Terms”) govern your access to and use of the Quote Rocket website, cloud CRM, and related services (collectively, the “Service”) provided by Quote Rocket LLC (“Quote Rocket,” “we,” “us,” or “our”).
By creating an account, connecting a third-party service (including Google/Gmail), or using the Service, you agree to these Terms. If you do not agree, do not use the Service.
Questions: support@quoterocket.ai
1. The Service
Quote Rocket is a multi-tenant business CRM platform for sales, quoting, and customer management. Features may include CRM records, quoting tools, AI-assisted workflows, integrations, and optional Gmail connectivity through the Gmail Email Agent.
We may add, change, or discontinue features at any time. We will use reasonable efforts to avoid material disruption to paid subscribers, but the Service is provided on an evolving basis.
2. Eligibility and accounts
You must be at least 18 years old and authorized to act on behalf of your business or organization.
You are responsible for:
- Providing accurate account information
- Maintaining the confidentiality of your login credentials
- All activity under your account
- Ensuring users you authorize comply with these Terms
If you use Quote Rocket through a subscriber organization, your organization’s administrator may control your access, permissions, and feature entitlements.
3. Subscriptions, billing, and trials
Paid plans, add-ons, and billing terms are described on our website and at checkout. By purchasing a subscription, you authorize us and our payment processors to charge applicable fees.
Unless stated otherwise at purchase:
- Subscriptions renew automatically until canceled
- Fees are non-refundable except where required by law or expressly stated in writing
- We may change pricing for future renewal periods with reasonable notice
Free trials or promotional offers may be modified or discontinued at our discretion.
4. Acceptable use
You agree not to:
- Use the Service for unlawful, fraudulent, or abusive purposes
- Attempt to gain unauthorized access to the Service, other accounts, or third-party systems
- Interfere with or disrupt the Service or its security
- Upload malware or harmful code
- Misrepresent your identity or affiliation
- Use the Service to send spam or unsolicited communications in violation of applicable law
- Reverse engineer or attempt to extract source code except where permitted by law
We may suspend or terminate access for violations of these Terms or to protect the Service and other users.
5. Your data and CRM content
You retain ownership of data you submit to the Service (“Customer Data”), including contacts, companies, notes, quotes, and related business records.
You grant Quote Rocket LLC a limited license to host, process, transmit, and display Customer Data solely to provide, maintain, secure, and improve the Service as described in our Privacy Policy.
You are responsible for:
- The accuracy and legality of Customer Data
- Obtaining any required consents from your contacts and employees
- Configuring user permissions within your organization
6. Gmail and Google integrations
Optional connection
Connecting Gmail is optional. If you connect Gmail, you authorize Quote Rocket to access your Google account only to the extent permitted by the OAuth scopes you approve and only for the Gmail Email Agent features you enable.
What the Gmail Email Agent does
Depending on your selected profile, the Gmail Email Agent may:
- Read unread Gmail messages from senders that match eligible contacts in your Quote Rocket CRM
- Use AI to classify, summarize, or draft replies
- Send replies from your connected Gmail account (when automatic sending is enabled)
- Mark processed messages as read
- Log summaries, suggested replies, and activity in Quote Rocket
You control which contacts are eligible and which processing profile is active.
Your responsibilities for Gmail use
You agree that:
- You have authority to connect the Gmail account you link to Quote Rocket
- You are responsible for reviewing automated or suggested email activity
- You will comply with applicable email, privacy, and marketing laws
- You understand that AI-generated content may be inaccurate and should be reviewed before reliance
Quote Rocket is not responsible for emails sent from your Gmail account when you enable automatic sending.
Disconnecting Google
You may disconnect Gmail at any time by:
- Turning off the Email Agent in Quote Rocket (My Profile → Email Agent (Gmail)), and
- Revoking access in your Google Account at https://myaccount.google.com/permissions
Our use of Google user data is described in our Privacy Policy.
7. AI features
Certain features use artificial intelligence to assist with summaries, coaching, classification, or draft content. AI output is provided for assistance only and may contain errors.
You agree not to rely on AI output as legal, financial, benefits, payroll, or compliance advice. You remain responsible for reviewing AI-assisted actions, especially outbound email.
We do not use Google user data to train machine learning models. AI providers we use process data only to deliver Service functionality, as described in our Privacy Policy.
8. Third-party services
The Service may integrate with third-party services (including Google, OpenAI, payment processors, and hosting providers). Your use of third-party services may be subject to their separate terms and policies.
Quote Rocket is not responsible for third-party services outside our reasonable control.
9. Intellectual property
The Service, including software, branding, documentation, and design, is owned by Quote Rocket LLC or its licensors and is protected by intellectual property laws.
These Terms do not grant you any rights to our trademarks, logos, or branding except as needed to use the Service in the ordinary course.
10. Confidentiality and security
We implement reasonable safeguards to protect the Service and Customer Data, as described in our Privacy Policy. You are responsible for securing devices and credentials used to access the Service.
11. Disclaimer of warranties
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, QUOTE ROCKET LLC DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT AI-GENERATED OUTPUT WILL BE ACCURATE OR COMPLETE.
12. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, QUOTE ROCKET LLC AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING FROM OR RELATED TO YOUR USE OF THE SERVICE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO QUOTE ROCKET LLC FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).
Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.
13. Indemnification
You agree to defend, indemnify, and hold harmless Quote Rocket LLC from claims, damages, losses, and expenses (including reasonable attorneys’ fees) arising from:
- Your use of the Service
- Your Customer Data
- Your violation of these Terms or applicable law
- Email or other communications sent through your connected accounts
14. Term and termination
These Terms remain in effect while you use the Service.
You may stop using the Service at any time. We may suspend or terminate access if you breach these Terms, if required by law, or to protect the Service.
Upon termination, your right to access the Service ends. Provisions that by their nature should survive (including ownership, disclaimers, limitations of liability, and indemnification) will survive.
15. Changes to these Terms
We may update these Terms from time to time. If we make material changes, we will provide notice through the Service, by email, or by updating the “Last updated” date. Continued use after changes become effective constitutes acceptance of the revised Terms.
16. Governing law and disputes
These Terms are governed by the laws of the State of Florida, United States, without regard to conflict-of-law principles.
Any dispute arising from these Terms or the Service will be brought in the state or federal courts located in [Your County, Your State], and you consent to their jurisdiction.
17. General
- Entire agreement: These Terms and our Privacy Policy are the entire agreement regarding the Service.
- Severability: If any provision is unenforceable, the remainder remains in effect.
- No waiver: Failure to enforce a provision is not a waiver.
- Assignment: You may not assign these Terms without our consent. We may assign them in connection with a merger, acquisition, or sale of assets.
18. Contact
Quote Rocket LLC
Email: support@quoterocket.ai
Website: https://quoterocket.ai