Terms of Service

Last updated: 2026-04-27 · Effective for all customers signing up on or after this date.

Draft pending legal review These terms are a working draft based on standard SaaS practices. Final terms will be reviewed by counsel before being binding on customers beyond the founding cohort. If you're a founding customer, this is the agreement that applies to your account; we'll notify you of material changes in writing.

1. The service

Kaizen Shift Inc. ("we," "us") provides Proposal System ("the service"), a hosted multi-tenant platform at proposal-system.kaizenshift.com for creating, sending, and tracking sales proposals and invoices. By signing up or using the service, you ("you," "customer") agree to these terms.

2. Your account

You're responsible for keeping your password secure and for everything that happens under your account. Tell us immediately if you suspect unauthorized access. We recommend setting a strong password and never sharing it.

You must be at least 18 years old and authorized to enter into a contract on behalf of any business you represent on the service.

3. Acceptable use

You agree not to:

Use the service to send spam, phishing, fraudulent invoices, or content that violates any applicable law
Attempt to access another customer's data or interfere with the service's operation
Reverse engineer or scrape the service for competitive purposes
Use the service to facilitate illegal activity
Resell, white-label, or redistribute the service without a written agreement (Agency tier exists for this purpose)

4. Your data

You own the content you put into the service — your customers, invoices, line items, branding, integrations. We process this data on your behalf to operate the service. See our Privacy Policy for details on what we collect and how we use it.

You can export your data at any time and request deletion when you cancel. We aim to keep deletion timelines short but reserve up to 30 days for archival/backup propagation.

5. Fees and billing

Paid plans are billed monthly in advance via Stripe. Founding 10 customers receive lifetime price-lock at $49/month for as long as their account remains active. Standard, Pro, and Agency tiers may have their pricing updated with 30 days' notice via email.

You can cancel at any time from your billing settings. Cancellations take effect at the end of the current billing period; we don't issue prorated refunds for unused time.

If your payment fails, your account moves to "past due" status. After 14 days past due your account is suspended; after 60 days it may be archived.

6. Service availability

We aim for 99% best-effort uptime but make no contractual SLA at this tier. The service runs on Vercel and Supabase, both of which have their own uptime guarantees. If a meaningful outage affects you, contact us — we'll work in good faith to make it right.

7. Third-party integrations

The service integrates with Stripe (payments), QuickBooks (accounting), Gmail (email delivery), and GoHighLevel (CRM). When you connect these integrations, you authorize us to send and receive data on your behalf. These integrations are governed by their providers' terms; we're not responsible for outages or policy changes on their side.

8. AI features

The service includes AI-powered features (proposal block rewriting, transcript extraction). These features use Anthropic's Claude API. Inputs to AI features are not used to train models, but they do flow through Anthropic's infrastructure subject to their terms. Rate limits may apply to prevent abuse.

9. Termination

You can cancel your account at any time. We may suspend or terminate accounts that violate these terms (Section 3) or remain past due beyond 60 days. We'll provide notice and a chance to cure where reasonable.

On termination, you have 30 days to export your data before we begin permanent deletion.

10. Limitation of liability

To the maximum extent permitted by law: our total aggregate liability for any claim arising from or related to the service is limited to one (1) month's fees you paid us in the month preceding the event giving rise to the claim. We are not liable for indirect, consequential, or incidental damages, lost profits, or lost data beyond what's recoverable through your account export.

The service is provided "as is" without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, or non-infringement.

11. Indemnification

You agree to indemnify and hold us harmless from any claim arising from your use of the service in violation of these terms or applicable law, including claims by your customers or third parties resulting from invoices or proposals you send through the service.

12. Changes

We may update these terms with at least 30 days' notice via email or in-app notification. Continued use after the effective date constitutes acceptance.

13. Governing law

These terms are governed by the laws of the Province of Alberta, Canada, without regard to conflict-of-laws principles. Disputes will be resolved in the courts located in Edmonton, Alberta.

14. Contact

Questions about these terms? Email scott@kaizenshift.com. Mail: Kaizen Shift Inc., 10238 103 St NW, Edmonton AB, Canada.