Terms of Service

Last updated: 13 November 2026

These terms are the agreement between you and QuoteSorted ("we", "us") for using QuoteSorted (the "service"). By creating an account you agree to them. If you do not agree, please do not use the service.

QuoteSorted is a tool for businesses. You confirm that you are using it for your trade or business, that you are at least 18, and that you can agree to these terms for the business you sign up.

1. What the service is

QuoteSorted lets you create and send quotes, follow them up, record customer acceptance, agree changes to a job, issue invoices and credit notes, and keep the records behind them.

We are not a party to any agreement between you and your customers. The quotes, prices, terms and invoices you send are yours, and you are responsible for them and for the work you do.

2. Your account

  • Give accurate details when you sign up and keep them up to date.
  • Keep your password safe, and turn on two-step login if you can. You are responsible for what is done through your account.
  • Tell us straight away if you think someone else has got into your account.
  • One account is for one business.

3. Free trial and subscription

  • Each new account has a 14-day free trial with every feature. No card is needed and you are not charged during it.
  • To carry on after the trial you need a paid subscription. The price is shown on the Billing page before you pay.
  • Subscriptions are paid in advance and renew automatically each billing period until you cancel.
  • Payments are taken by Stripe. We do not see or store your card number.
  • If a payment fails it is retried over the following days. If it still cannot be taken, access is paused until a payment succeeds.
  • If we change the price, we will tell you by email at least 30 days before it applies to you. You can cancel before then if you do not accept it.

4. Cancelling and refunds

  • You can cancel at any time from the Billing page. There is no minimum term and no cancellation fee.
  • After cancelling you keep access until the end of the period you have already paid for, and you are not charged again.
  • Payments are for the period ahead and are not refunded for part-used periods.
  • If you think you were charged in error, contact us within 14 days of the payment and we will put it right.

5. Using the service fairly

You agree not to:

  • use the service for anything unlawful, fraudulent or misleading, including sending false quotes or invoices;
  • send spam or messages your customers have not asked for;
  • try to get into other accounts or data, or to test or get round our security without our written permission;
  • disrupt the service, overload it, or access it with automated tools in a way that affects other users;
  • copy, resell or reverse engineer the service.

6. Your data

  • The information you put into QuoteSorted (your business details, customers, quotes, invoices and notes) is yours. You give us permission to store and process it only so that we can run the service for you.
  • You are responsible for having the right to store your customers' details and for the accuracy of what you enter.
  • You can download your invoices as a spreadsheet and your documents as PDFs at any time. Please keep your own copies: you are responsible for keeping your business records for as long as the law requires (normally at least six years).
  • How we handle personal data is explained in our Privacy Policy.

7. Processing your customers' personal data

For the personal data about your customers that you store in the service, you are the "controller" and we are your "processor" under UK data protection law. For that data we will:

  • process it only to provide the service and on your instructions, which you give by using the service;
  • keep it confidential and make sure anyone working for us who can access it is bound to do the same;
  • protect it with appropriate security, including encryption in transit and at rest, separation of each business's data, and regular backups;
  • use other processors only where needed to run the service (they are listed in the Privacy Policy), under terms that protect the data, and tell you before adding or replacing one;
  • help you respond to requests from individuals about their data, and to meet your own security and breach obligations;
  • tell you without undue delay if we become aware of a personal data breach affecting your data;
  • delete your data when you close your account, as described in the Privacy Policy, unless the law requires us to keep it;
  • give you the information you reasonably need to check that we are meeting these obligations.

8. Records the service keeps

To help your records stand up to scrutiny, the service is designed so that issued invoices and credit notes, and quotes and changes your customer has accepted, cannot be edited or deleted. Mistakes are corrected with a credit note. A history of who did what, and when, is kept alongside them. This is part of the service and cannot be switched off.

9. Not legal, tax or accounting advice

The service includes features and help pages about UK rules, such as invoice contents, VAT and a consumer's right to cancel. They are general information to make the paperwork easier. They are not advice about your situation. You are responsible for checking that your quotes, invoices and notices meet the rules that apply to you, and for your own tax returns.

10. Availability and changes

  • We work to keep the service available and your data safe, but we do not promise it will be uninterrupted or free of errors. Occasionally it will be unavailable for maintenance or for reasons outside our control.
  • We may add, change or remove features. If a change significantly reduces what you can do, we will tell you in advance where we reasonably can.
  • Emails sent through the service (for example a quote to your customer) can be delayed or filtered by the recipient's email provider. Please check that important documents have arrived.

11. Our responsibility to you

  • Nothing in these terms limits liability for death or personal injury caused by negligence, for fraud, or for anything else that cannot be limited by law.
  • Otherwise, we are not liable for loss of profit, revenue, business, contracts or goodwill, or for indirect or consequential loss.
  • Our total liability to you in any 12-month period is limited to the amount you paid us for the service in that period, or £100 if greater.
  • We are not responsible for disputes between you and your customers, or for losses caused by information you entered incorrectly.

12. Suspending or ending your account

  • You can stop using the service at any time and ask us to close your account.
  • We may suspend or close an account that seriously or repeatedly breaks these terms, puts the service or other users at risk, or remains unpaid. Where we reasonably can, we will warn you first and give you the chance to put things right and to download your records.
  • If we ever decide to close the service, we will give you at least 60 days' notice so you can download your records.

13. Ownership

We own the service, including its software, design and name. These terms give you the right to use it while your account is active; they do not transfer any ownership to you. Your own content stays yours.

14. Changes to these terms

We may update these terms, for example when the service or the law changes. We will change the date at the top and, for significant changes, tell you by email or in the app at least 14 days before they apply. If you keep using the service after that, you accept the new terms.

15. Law and disputes

These terms are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction over any dispute. Please contact us first: most problems can be sorted out quickly.

16. Contact

  • Through the contact details on our Help page