Pine Canyon Analytics

Terms of Service

Rules for using Pine Canyon Analytics services, documents, subscriptions, and public links.

Terms of Service

Last Updated: June 21, 2026

These Terms of Service (“Terms”) govern access to and use of the websites, applications, portals, public proposal links, electronic signature pages, document tools, quote tools, job tools, and related services provided by Pine Canyon Analytics, LLC (“Pine Canyon Analytics,” “we,” “us,” or “our”).

By creating an account, accessing the Services, using the Services, viewing a public proposal link, signing a proposal electronically, or otherwise using any part of the Services, you agree to these Terms.

If you are using the Services on behalf of a company or other organization, you represent that you have authority to bind that organization to these Terms. In that case, “you” and “Customer” refer to that organization and its authorized users.

If you do not agree to these Terms, do not use the Services.

1. The Services

Pine Canyon Analytics provides business software for quote creation, proposal generation, PDF export, customer records, job records, project management workflows, installer or project manager portals, document viewing, file uploads, electronic signature workflows, pricing tools, and related business functions.

The Services may change over time. We may add, remove, modify, suspend, or discontinue features at any time.

2. Eligibility

You must be at least 18 years old to use the Services.

The Services are intended for use in the United States.

3. Accounts and Authorized Users

You are responsible for all activity under your account and under accounts created for your company.

You agree to:

  • Provide accurate account and billing information
  • Keep login credentials secure
  • Use strong passwords
  • Limit access to authorized users
  • Promptly remove or deactivate users who should no longer have access
  • Manage roles, permissions, public links, and shared documents carefully
  • Notify us promptly if you believe an account has been compromised

Company owners and admins are responsible for managing members, roles, permissions, access, quote visibility, pricing permissions, project manager access, installer access, ordering access, and other internal company settings.

We may suspend or restrict access if we believe an account is compromised, misused, unpaid, unauthorized, or creates legal, security, operational, or business risk.

4. Customer Data and Customer Responsibility

“Customer Data” means information, files, records, documents, quotes, proposal terms, customer information, job information, pricing data, product data, photos, PDFs, signatures, uploads, and other content entered, uploaded, generated, stored, exported, signed, or transmitted through the Services by you or your authorized users.

You are solely responsible for Customer Data.

You are responsible for:

  • Quote accuracy
  • Measurements
  • Dimensions
  • Quantities
  • Product selections
  • Pricing
  • Discounts
  • Taxes
  • Fees
  • Subtotals and totals
  • Proposal terms
  • Customer-facing legal language
  • Contract terms
  • Change orders
  • Cut sheets
  • Ordering information
  • Job records
  • Uploaded files
  • Customer contact information
  • Public link sharing
  • Deciding who may view, edit, export, sign, or manage records

Pine Canyon Analytics does not verify that your quotes, proposals, prices, taxes, products, measurements, contract terms, or documents are accurate, lawful, complete, or appropriate for your business or customer.

You are responsible for reviewing all information before export, sharing, signature, customer presentation, ordering, installation, or reliance.

5. No Professional Advice

The Services are business software tools only.

Pine Canyon Analytics does not provide legal, tax, accounting, financial, construction, engineering, architecture, code-compliance, security, building-safety, procurement, contracting, employment, insurance, or professional advice.

You are responsible for consulting qualified professionals where needed.

You are responsible for determining whether your proposals, contracts, taxes, pricing, legal terms, work descriptions, installation practices, public records, security documents, and customer communications comply with applicable law and industry requirements.

6. Quotes, Proposals, Exports, and Permanent PDF Records

The Services may allow you to generate, export, view, and store proposal PDFs, cut sheet PDFs, signed proposal PDFs, signed cut sheets, change-order PDFs, and related records.

You are responsible for reviewing quotes and proposals before exporting, sharing, or requesting signature.

Exported/generated PDFs are permanent records in the Services and cannot be deleted through the app. This includes proposal PDFs, cut sheet PDFs, signed proposal PDFs, signed cut sheets, change-order PDFs, public proposal documents, and related export records.

Because exported PDFs are permanent records, you should not export, send, share, or request signature on a quote or proposal unless you are satisfied with its contents.

We may retain exported PDFs, signed PDFs, signature records, quote history, document logs, and related records permanently for business, audit, billing, legal, dispute, security, and document-integrity purposes.

7. Public Proposal Links and Public-by-Link Documents

The Services may allow companies to create or share public-by-link proposal pages, signing pages, signed proposal pages, cut sheet pages, customer-facing attachments, or download links.

Public-by-link means that anyone with the valid link may be able to view or download the linked document or selected attachments until access is revoked, removed, or otherwise disabled.

You are responsible for:

  • Deciding whether to create public links
  • Deciding who receives public links
  • Protecting public links from unauthorized sharing
  • Revoking access when appropriate
  • Ensuring that documents and attachments exposed through public links are appropriate to share

Public document pages are not intended to be indexed by search engines, and we may use technical controls such as noindex headers, noarchive headers, cache-control headers, and rate limiting. These controls do not make a link private. Anyone with a valid link may still be able to access the document unless access is revoked or removed.

Revoking a public link may prevent future access to that linked document, but revocation does not delete the underlying exported/generated PDF, signed record, audit record, quote record, or related business record.

8. Electronic Signatures

The Services may include electronic signature functionality.

By signing electronically through the Services, a signer agrees that:

  • The signer intends to sign electronically
  • The signer consents to use an electronic signature for the proposal or document presented
  • The signer has reviewed the document being signed
  • The signer is authorized to sign for the customer, business, or party listed, if signing on behalf of another person or organization
  • The electronic signature may have the same legal effect as a handwritten signature, subject to applicable law
  • Pine Canyon Analytics may store signature evidence, consent records, document metadata, hashes, timestamps, IP address or request metadata, and related audit records

Pine Canyon Analytics provides the technical signature workflow and stores evidence related to the signature. Pine Canyon Analytics does not guarantee that any electronic signature, proposal, contract, change order, or record will be legally enforceable in every situation.

You are responsible for determining whether electronic signatures are appropriate for your documents, customers, jurisdiction, industry, and transaction.

You are responsible for obtaining any required customer consents, disclosures, authorizations, or approvals.

9. Files and Uploads

The Services may allow you or your authorized users to upload files, photos, PDFs, logos, attachments, job files, project documents, floor plans, or other materials.

You represent and warrant that you have all rights, permissions, consents, and authority needed to upload, store, use, share, process, display, export, or sign Customer Data through the Services.

You agree not to upload content that:

  • You do not have the right to use
  • Violates law or another person’s rights
  • Contains malware or malicious code
  • Is deceptive, fraudulent, abusive, or harmful
  • Is highly sensitive unless necessary, authorized, and appropriate
  • Creates unreasonable security, legal, operational, or privacy risk

You should not upload Social Security numbers, driver’s license numbers, dates of birth, health records, bank account numbers, payroll records, background checks, or similar highly sensitive information unless specifically necessary, lawful, and authorized.

Job files, photos, quote attachments, and other uploaded supporting files may be removable where the app supports deletion. Deleting supporting files does not delete exported/generated PDFs, signed PDFs, signature records, quote history, audit records, or related permanent records.

10. Subscription Plans, Billing, and Payment

The Services are offered through monthly subscription plans, unless otherwise agreed in writing.

Plans may include seat limits, feature limits, usage limits, or other restrictions. You are responsible for selecting the correct plan and staying within plan limits.

Billing and payment processing may be handled by Stripe. By subscribing, you authorize recurring charges according to the selected plan and any applicable taxes, fees, or charges.

You are responsible for keeping billing information accurate and current.

If payment fails, is disputed, is reversed, or is not received, we may suspend, restrict, or terminate access to the Services.

11. Free Trials

We may offer free trials. Trial terms may vary.

At the end of a free trial, access may end or billing may begin depending on the signup flow, plan, checkout terms, or written agreement.

We may modify, limit, or terminate free trials at any time.

12. Refunds

Refunds are handled case by case and are not guaranteed.

Unless we agree otherwise in writing, subscription fees are non-refundable once charged.

13. Acceptable Use

You agree not to:

  • Use the Services illegally
  • Attempt to access another company’s data
  • Bypass authentication, authorization, permissions, rate limits, or security controls
  • Interfere with the Services
  • Upload malware or harmful code
  • Scrape, probe, scan, or test the Services without authorization
  • Reverse engineer the Services except where allowed by law
  • Use the Services to send spam, phishing, fraud, or deceptive communications
  • Use the Services to violate privacy, intellectual property, publicity, contract, or other rights
  • Share public links in a way that creates unauthorized disclosure or privacy risk
  • Misrepresent quotes, signatures, documents, pricing, authorization, or customer approval
  • Use the Services to store or transmit unlawful, harmful, or unauthorized content

We may suspend or terminate access if we believe these Terms have been violated or if use of the Services creates legal, security, operational, reputational, or business risk.

14. Third-Party Services

The Services may rely on or integrate with third-party services, including Microsoft Azure, Stripe, Google authentication, and technical libraries or infrastructure providers.

Third-party services may be governed by their own terms and privacy policies.

We are not responsible for third-party services, outages, errors, security incidents, policies, fees, or availability.

15. Service Availability

We work to keep the Services available and reliable, but we do not guarantee uninterrupted, error-free, or specific uptime availability.

The Services may be unavailable from time to time due to maintenance, updates, outages, third-party provider issues, internet or network problems, security events, bugs, capacity limits, or other reasons.

Unless we agree otherwise in a separate written agreement, we do not provide a service level agreement, uptime guarantee, service credit, or availability warranty.

16. Changes to the Services

We may update, modify, add, remove, suspend, or discontinue any feature or part of the Services at any time.

We may release features in beta, test, limited, or experimental form. Beta or experimental features may be changed, broken, removed, or made paid features without notice.

17. Data Retention and Account Termination

We may retain data as described in our Privacy Policy and these Terms.

After cancellation, suspension, or termination, we may retain account records, company records, billing records, quotes, exported PDFs, signed PDFs, signature records, quote history, job records, contact logs, audit logs, security logs, Stripe records, and related records as needed for business, legal, tax, accounting, billing, audit, dispute, security, backup, and document-integrity purposes.

Exported/generated PDFs and signature evidence may be retained permanently and cannot be deleted through the app.

Removed members may be retained as inactive records and blocked from logging in.

We may delete, archive, restrict, or retain other data according to our policies, technical needs, legal obligations, and business requirements.

18. Ownership

As between you and Pine Canyon Analytics, you retain ownership of Customer Data that you submit to the Services.

You grant Pine Canyon Analytics a limited license to host, store, process, copy, display, transmit, generate, export, sign, and otherwise use Customer Data as necessary to provide, secure, support, maintain, and improve the reliability of the Services; comply with law; resolve disputes; and enforce these Terms.

We do not use identifiable customer quote, job, contact, or signer data for product improvement or advertising.

Pine Canyon Analytics owns the Services, software, code, design, workflows, systems, templates, documentation, features, analytics, aggregated/de-identified data, improvements, and related intellectual property, except for Customer Data and third-party materials.

You may not copy, resell, sublicense, or commercially exploit the Services except as allowed by these Terms or a written agreement with us.

19. Feedback

If you provide ideas, suggestions, bug reports, feature requests, or other feedback, you grant Pine Canyon Analytics the right to use that feedback without restriction or compensation.

20. Confidentiality

The Services may allow access to non-public business, customer, pricing, project, or document information.

You are responsible for protecting confidential information in your account and for ensuring that your authorized users, public links, exports, uploads, and shared documents are handled appropriately.

We will use reasonable efforts to protect non-public Customer Data, but you understand that public-by-link documents are accessible to anyone with the valid link unless access is revoked or removed.

21. Privacy

Our Privacy Policy explains how we collect, use, disclose, and retain information.

By using the Services, you acknowledge the Privacy Policy.

22. Disclaimers

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.”

PINE CANYON ANALYTICS DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, RELIABILITY, SECURITY, AND ERROR-FREE OPERATION.

WE DO NOT WARRANT THAT:

  • THE SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE
  • THE SERVICES WILL MEET YOUR REQUIREMENTS
  • QUOTES, PRICES, TAXES, TOTALS, CUT SHEETS, EXPORTS, OR DOCUMENTS WILL BE ACCURATE
  • ELECTRONIC SIGNATURES OR DOCUMENTS WILL BE ENFORCEABLE IN EVERY SITUATION
  • PUBLIC LINKS WILL REMAIN PRIVATE IF SHARED
  • DATA WILL NEVER BE LOST, ACCESSED, ALTERED, OR DISCLOSED
  • THIRD-PARTY SERVICES WILL BE AVAILABLE OR ERROR-FREE

You use the Services at your own risk.

23. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PINE CANYON ANALYTICS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, OR LOST-PROFIT DAMAGES; LOST REVENUE; LOST BUSINESS; LOST DATA; LOSS OF GOODWILL; BUSINESS INTERRUPTION; PROCUREMENT OF SUBSTITUTE SERVICES; OR DAMAGES ARISING FROM QUOTE ERRORS, PRICING ERRORS, TAX ERRORS, MEASUREMENT ERRORS, DOCUMENT ERRORS, PUBLIC LINK SHARING, CUSTOMER DISPUTES, ELECTRONIC SIGNATURE DISPUTES, OR THIRD-PARTY SERVICES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PINE CANYON ANALYTICS’ TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE AMOUNTS PAID BY YOU TO PINE CANYON ANALYTICS FOR THE SERVICES DURING THE THREE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

Some jurisdictions do not allow certain limitations of liability. In those jurisdictions, liability will be limited to the maximum extent permitted by law.

24. Indemnification

You agree to defend, indemnify, and hold harmless Pine Canyon Analytics, its owners, officers, employees, contractors, agents, service providers, and affiliates from and against claims, damages, liabilities, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:

  • Your use of the Services
  • Customer Data
  • Uploaded files
  • Public links
  • Quotes, proposals, contracts, pricing, taxes, measurements, work descriptions, or customer communications
  • Electronic signatures or signed documents
  • Your violation of these Terms
  • Your violation of law
  • Your violation of another person’s rights
  • Use of the Services by your authorized users

25. Suspension and Termination

We may suspend, restrict, or terminate access to the Services if:

  • Payment is not received
  • You violate these Terms
  • Your use creates legal, security, privacy, operational, reputational, or business risk
  • We believe an account is compromised
  • You misuse public links, files, documents, signatures, or customer data
  • We are required to do so by law or a service provider

You may cancel your subscription according to the cancellation process made available through the Services or billing provider.

Cancellation, suspension, or termination does not require us to delete permanent records, exported PDFs, signed PDFs, signature evidence, billing records, audit records, or other retained records.

Sections that by their nature should survive termination will survive, including payment obligations, ownership, data retention, disclaimers, limitation of liability, indemnification, governing law, dispute terms, and any accrued rights or obligations.

26. Governing Law and Venue

These Terms are governed by the laws of the State of Missouri, without regard to conflict-of-law rules.

To the maximum extent permitted by law, any dispute arising out of or relating to these Terms or the Services must be brought in the state or federal courts located in Missouri. You and Pine Canyon Analytics consent to personal jurisdiction and venue in those courts.

27. Class Action Waiver

To the maximum extent permitted by law, disputes must be brought only on an individual basis and not as a plaintiff, claimant, or class member in any class, collective, consolidated, private attorney general, or representative action.

28. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the “Last Updated” date above.

Updated Terms are effective when posted unless otherwise stated. Your continued use of the Services after updated Terms are posted means you accept the updated Terms.

If you do not agree to updated Terms, you must stop using the Services.

29. Contact

For questions about these Terms, contact:

Pine Canyon Analytics, LLC Email: logan@pinecanyonanalytics.com