Terms of service

1. Who provides the service

Preventivatoree is provided by [OWNER NAME], based at [ADDRESS], VAT number [VAT NUMBER], certified email (PEC) [PEC], email [CONTACT EMAIL] ("we" or "the provider"). The person or business using the service is "you" or "the customer".

The service is for professionals and businesses, who use it for their work. By accepting these terms you declare that you act for professional purposes and not as a consumer.

Note for the lawyer: the service is B2B, but a freelancer or sole trader may in borderline cases be treated as a consumer (Italian Consumer Code, D.Lgs. 206/2005). Consider a more cautious clause on withdrawal and court, and whether the declaration of acting for professional purposes should be a box to tick at first sign-in.

2. What the service does

Preventivatoree lets you write quotes with your own logo, colours and prices, publish them on a link that the end client opens as an interactive page, collect online acceptance and download the document as a PDF. Quotes can be prepared from the dashboard or by connecting your own AI assistant.

The service computes the amounts and adds to the quote the wording required by the chosen tax regime. The content of every quote, including prices, conditions and tax wording, remains your responsibility: check it before sending it.

3. Accounts

• One account is one business. On the base plan an account has a single user.
• You sign in with Google or with a link sent by email. There are no passwords.
• You are responsible for access to your account, for your mailbox and for whatever happens with your session. If you think someone has access to your account, write to us at once.
• The data you enter must be true and up to date, especially billing details.

4. Free trial

Every new account gets a free trial of 60 days from its creation, with no payment card needed. The trial does not renew and does not turn into a subscription by itself: to carry on you have to subscribe.

5. Price and payment

• The base plan costs € 3.99 a month, billed yearly: a single payment of € 47.88 a year.
• The provider is in the Italian flat-rate regime (regime forfettario, art. 1, paragraphs 54 to 89, Law 190/2014): no VAT is charged on the price and no stamp duty is due, because the invoice amount is below € 77.47.
• Payment is by card through Stripe. For each payment we issue an electronic invoice through the Italian Exchange System (SDI). For this we ask for your name or company name, address, tax code or VAT number, and SDI code or PEC. For now only Italian billing addresses are accepted.
• If a payment fails we may suspend the service until it is settled.

6. Renewal and cancellation

The subscription lasts one year and renews every year at the same price, unless changes are notified under article 14. You can cancel at any time from the payment portal in the dashboard: cancelling stops the next renewal, and the service stays active until the end of the year already paid.

The year in progress is not refunded, except where a refund is due by law.

Note for the lawyer: check the no-refund clause and the automatic renewal, also for the case (to be excluded in the terms, but possible) of a customer who is a consumer: the rules on withdrawal (art. 52 ff. of the Consumer Code) and on unfair terms would apply.

7. End of the trial or of the subscription

If the trial ends without a subscription, or the subscription ends or is not paid, the service closes entirely, with no grace period:

• you can still sign in to the dashboard, but you only see the page to subscribe: no quotes, client cards, statistics or export;
• connected AI assistants answer that the service is not active;
• every public link of the account, accepted quotes included, shows a neutral message inviting the reader to contact the business, together with a presentation of Preventivatoree.

Before the end, download and keep your own copies of your quotes, especially the accepted ones: with the service closed neither you nor your clients can open the links.

The data of the account is kept for [RETENTION PERIOD] (suggested: 12 months) and, if you subscribe again within that period, comes back all at once. After that period it is deleted.

Quotes contain personal data of your clients, which you process as controller and we process as processor (Data processing agreement). At the end of the contract, on your written request, we return this data to you or delete it, as you choose, as required by art. 28 of Regulation (EU) 2016/679. The request is made by email to [CONTACT EMAIL] and is answered by hand.

8. Acceptable use

You may not use the service to:

• publish unlawful content, content that infringes the rights of others or that misleads its readers;
• phishing, fraud, unsolicited messages or any attempt to obtain data or money by deception;
• upload malware or disturb the service or other accounts;
• get around technical limits, security measures or the immutability of accepted quotes.

The account is responsible for what it publishes: texts, images and the data of its clients. To report abuse write to [CONTACT EMAIL]. If you break these terms or the law we may remove content or suspend the account, without notice where others are at risk.

9. Your content and your clients' data

The content you enter stays yours. You allow us to store it, process it and show it as needed to provide the service, including publishing it on the links you decide to share.

For the personal data of your clients you are the controller and you need a legal basis to use it. We process it as processor, under the Data processing agreement, which is part of these terms. The notice your clients read when they open a quote is this one.

10. Third-party AI assistants

You can connect to Preventivatoree an AI assistant of your choice, such as Claude, ChatGPT or Gemini. You choose and configure it, and the terms and privacy policy of its provider apply: we are not responsible for it.

Preventivatoree sends the assistant only what your assistant asks for through the connection (MCP) and what your account can see, such as client cards or quotes. What the assistant writes is a draft: always check it. Assistants cannot accept or delete quotes.

You can disconnect an assistant at any time from the dashboard.

11. Availability

We do our best to keep the service reachable, but we do not guarantee any service level: it runs on infrastructure with free plans, which may have limits, outages or maintenance. We do not guarantee that it is free of errors or that it runs without interruption.

12. Limitation of liability

To the extent allowed by law we are not liable for indirect damages, lost profit, lost business opportunities or lost data caused by events beyond our control, nor for the content of quotes, nor for tax or price errors that come from the data you enter or from drafts written by an AI assistant.

Our total liability to you does not exceed what you paid in the last 12 months. Liabilities that the law does not allow to be excluded, such as for wilful misconduct or gross negligence, remain.

Note for the lawyer: limitation and exclusion are clauses that in standard-form contracts may need specific written approval (Italian Civil Code arts. 1341 and 1342; art. 1229). Define how to collect it online (a dedicated box at sign-up) and whether the 12-month cap is adequate.

13. Duration and closing the account

The contract lasts as long as you have an account. You can close it at any time by writing to us; closing gives no right to a refund, except under article 6. We may suspend or close an account that breaks these terms, with notice.

14. Changes to the terms and prices

We may change these terms. We tell you by email at least 30 days before, and if you do not accept them you can cancel before they apply. A price change applies only from the first renewal after the notice.

15. Governing law and court

These terms are governed by Italian law. Any dispute is under the exclusive jurisdiction of the court of [COURT].

Note for the lawyer: an exclusive court is valid between professionals. If the customer were a consumer, the mandatory court of their place of residence or domicile would apply (art. 66-bis of the Consumer Code).