Terms of Service

1. Business service and agreement order

Rateflow is a business-to-business sales, quoting, client management, rate-management, and workflow platform for 3PL and fulfillment companies. It is not intended for personal, household, or consumer use.

These Terms apply together with any signed order form, onboarding agreement, statement of work, or other written agreement with Rateflow. If a written agreement expressly conflicts with these Terms, the written agreement controls for that conflict.

2. Eligibility, accounts, and authority

• You must be at least 18 and legally able to enter a binding agreement.
• You must provide accurate account information and keep it current.
• You are responsible for activity under your account, safeguarding credentials, managing authorized users, and promptly reporting suspected unauthorized access.
• Company owners and authorized managers control company users, roles, records, settings, connected services, and client-portal access.
• A user may access and act on information only when authorized by the relevant company and applicable law.

3. License and acceptable use

Subject to these Terms and payment of applicable fees, Rateflow grants the customer a limited, non-exclusive, non-transferable, revocable right for its authorized users to access and use the service for the customer's internal business purposes during the subscription term.

You may not:

• Use Rateflow unlawfully, deceptively, or to infringe another person's rights.
• Access records or accounts without authorization.
• Upload malware, disrupt the service, bypass security, or probe for vulnerabilities.
• Reverse engineer, copy, resell, sublicense, or commercially exploit the service except as allowed in writing.
• Use automated means that create unreasonable load or interfere with other users.
• Use Rateflow to send unlawful, misleading, unsolicited, or abusive communications.
• Submit data that you do not have the right, authority, and required consent to process.

4. Customer data and legal responsibilities

As between the customer and Rateflow, the customer retains its rights in content and data it submits, connects, or directs Rateflow to process. The customer grants Rateflow and its service providers a limited right to host, copy, transmit, transform, and otherwise process that data as needed to provide, secure, support, and improve the requested service.

The customer is responsible for:

• The accuracy, quality, legality, and permitted use of customer data.
• Providing legally required notices and obtaining permissions and consents.
• Configuring user access, portals, integrations, retention, and sharing appropriately.
• Maintaining any legally required copy or backup of important business records.
• Responding to requests from individuals whose information the customer controls.

5. Recordings, transcripts, and communications

Laws governing recording, transcription, monitoring, email, and other communications vary by location and circumstance. Before recording or transcribing any meeting or communication, the customer and the user starting the recording must provide all required notices and obtain consent from every participant where required.

Rateflow does not determine whether consent is legally sufficient and is not responsible for a user's failure to obtain it. Users must not use Rateflow to secretly record, unlawfully monitor, or send communications in violation of law.

6. AI-assisted features

Rateflow may provide AI-assisted extraction, classification, drafting, summaries, analysis, and similar features. AI output can be incomplete, inaccurate, or unsuitable. Users must review output and use independent judgment before relying on it, sharing it, or using it in a decision.

AI output is not legal, accounting, tax, financial, employment, safety, or other professional advice. The customer is responsible for determining whether content may lawfully be submitted to an AI-assisted feature.

7. Quotes, rates, invoices, payment status, and acceptance

Rateflow helps customers prepare and manage commercial information, but it does not verify rates, quantities, invoices, profitability, payment status, or other customer data. Rateflow is not an accounting system of record, payment processor, law firm, or financial adviser. Information from uploads, integrations, webhooks, AI processing, or synchronization may be delayed, incomplete, duplicated, or inaccurate. Users must verify important information in the relevant source system before acting on it.

Rateflow may record names, timestamps, IP addresses, and related evidence when a person accepts a quote or rate sheet. The customer is responsible for the terms presented, the signer's authority, and determining whether the acceptance process meets its legal and business requirements. Rateflow does not guarantee that an acceptance is enforceable.

8. Third-party services and integrations

Rateflow may connect with third-party services such as Google Calendar, communications providers, transcription services, AI providers, and accounting platforms. Third-party services are governed by their own terms and policies. The customer authorizes Rateflow to exchange data and take requested actions through each connected service.

Rateflow does not control and is not responsible for third-party services, their availability, their changes, or their handling of data. Integrations may stop working or require reauthorization. Customers should disconnect integrations they no longer use.

9. Fees, subscriptions, and taxes

Fees, billing frequency, subscription term, included usage, and payment terms are stated in the applicable order, invoice, subscription, or written agreement. Except as required by law or expressly stated in a written agreement, fees are non-refundable. The customer is responsible for applicable taxes other than taxes based on Rateflow's net income.

Late or unpaid amounts may result in suspension or termination after any notice required by the applicable agreement or law.

10. Ownership and feedback

Rateflow and its licensors own the service, software, design, documentation, trademarks, and related intellectual property, excluding customer data. No rights are granted except those expressly stated in these Terms.

If you provide feedback or suggestions, you grant Rateflow a perpetual, worldwide, royalty-free right to use them without restriction or compensation, provided Rateflow does not identify you publicly without permission.

11. Confidentiality

Each party may receive nonpublic information that should reasonably be understood as confidential. The receiving party will use it only for the agreement and protect it using reasonable care. This obligation does not apply to information lawfully known without restriction, independently developed, publicly available without breach, or rightfully received from another source.

A party may disclose confidential information when legally required after providing notice where permitted.

12. Service changes, suspension, and termination

Rateflow may modify, improve, limit, or discontinue features and may perform maintenance. Rateflow may suspend or terminate access when reasonably necessary to address nonpayment, security risk, unlawful activity, material breach, harm to the service or others, or legal requirements.

Upon termination, the customer's right to use the service ends. Rateflow may delete or retain information in accordance with the applicable agreement, the Privacy Policy, customer instructions, backup cycles, and legal obligations. Customers should export records they are legally required to maintain before access ends.

13. Disclaimers

To the maximum extent permitted by law, the service is provided "as is" and "as available." Rateflow disclaims all implied warranties, including merchantability, fitness for a particular purpose, title, and non-infringement. Rateflow does not warrant that the service will be uninterrupted, error-free, secure, or that any data, integration, AI output, financial information, or result will be accurate or complete.

14. Limitation of liability

To the maximum extent permitted by law, Rateflow will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, goodwill, or business interruption, even if advised of the possibility. To the maximum extent permitted by law, Rateflow's total liability arising from the service or these Terms will not exceed the fees paid or payable to Rateflow for the service during the twelve months before the event giving rise to the claim.

Some jurisdictions do not allow certain exclusions or limits, so some of the above may not apply.

15. Indemnification

To the extent permitted by law, the customer will defend, indemnify, and hold harmless Rateflow and its personnel from third-party claims, damages, losses, and reasonable costs arising from customer data, the customer's products or services, a user's violation of these Terms or law, or a failure to obtain required authority, notice, or consent.

16. General terms

These Terms and any applicable written agreement are the entire agreement about the service. A failure to enforce a provision is not a waiver. If a provision is unenforceable, the remaining provisions remain effective. The customer may not assign the agreement without Rateflow's written consent; Rateflow may assign it in connection with a reorganization, financing, merger, acquisition, or sale of assets.

These Terms are governed by California law, without regard to conflict-of-law rules. Unless another written agreement states otherwise, the parties consent to the jurisdiction of state and federal courts located in California.

17. Changes and contact

Rateflow may update these Terms. Material changes will be posted with an updated date and additional notice will be provided where required. Continued use after revised Terms become effective constitutes acceptance to the extent permitted by law.

Questions about these Terms may be sent to hello@rateflow.app. Support information is available on the Support page.