This is a draft prepared from how the product actually works. It has not been reviewed by a lawyer. The liability and warranty sections in particular should be checked by counsel before this is relied on. No governing law or forum is stated.
01The agreement
These terms are between Savvy Data Cloud Consulting FZE, Dubai, United Arab Emirates (“we”) and the organisation that subscribes to Savvy DocGen (“you”). By creating an account or using the service, you accept them on behalf of that organisation and confirm you are authorised to do so.
Where a signed order form or master agreement exists between us, that document governs and these terms fill the gaps.
02What the service is
Savvy DocGen generates documents from Salesforce records, can deliver them to your Circularo account, and can manage signature collection and write the signed copy back to the originating record. It is offered at three service levels, and what you receive depends on the level you subscribe to.
- Document Generation - documents are produced from your records and filed on them.
- Generation and Circularo - documents are additionally delivered to your Circularo account and signing status is reported back.
- End to End - documents are additionally sent for signature, protected, and the signed copy filed back automatically.
We may improve and change the service. We will not remove a material capability you are paying for without reasonable notice.
03Accounts and access
You are responsible for the accounts in your tenant: who has one, what they can reach, and removing people who leave. Credentials must not be shared between individuals.
We provide two-factor authentication, configurable password rules, lockout and session revocation. Whether you switch them on is your decision, and their availability does not transfer responsibility for your accounts to us.
Tell us promptly at hello@savvydocgen.com if you believe an account has been compromised.
04What you are responsible for
- Your content. Templates, records, documents and recipient details are yours. You confirm you have the right to process them and to send documents to the people you send them to.
- Lawful use. The service must not be used to send unlawful, misleading or fraudulent documents, or to impersonate anyone.
- Accuracy. The document reflects the record. If the record is wrong, the document will be wrong, and checking that is your responsibility.
- Your own accounts. You maintain your Salesforce org and your Circularo subscription, including their capacity and their fees.
- Testing. We provide sandbox connectivity precisely so changes can be proven before production. We recommend you use it.
05Salesforce, Circularo and other services
The service connects to systems we do not operate. Salesforce and Circularo are governed by your own agreements with them, and their availability, limits and pricing are outside our control.
Specifically, and without limiting the above:
- Salesforce imposes its own limits, including a 25 MB cap on Notes & Attachments. We surface such limits where we can, but we cannot lift them.
- If your Circularo subscription has no remaining capacity, documents cannot be sent. We report the reason; resolving it is between you and Circularo.
- Changes those providers make to their APIs may require changes here, and occasionally a temporary interruption.
06Signature validity
We do not provide legal advice, and we do not warrant that any signature collected through the service is legally binding in your jurisdiction or for your document type.
The signature itself, its audit trail and its evidential weight are provided by Circularo under your subscription with them. Whether a given document may be signed electronically at all is a question of the law that applies to it, and one for your own advisers.
07Fees
Fees, billing period and payment terms are as set out in your order form or invoice. Fees are exclusive of VAT unless stated otherwise, and taxes are additional where they apply.
Invoices are payable within 30 days of the invoice date. We may suspend access for accounts that remain unpaid after written notice.
08Intellectual property
We own the service, its software and its documentation. You own your templates, your data and the documents produced from them. Nothing here transfers ownership either way.
You are granted a non-exclusive, non-transferable right to use the service for your own business during the term. You may not copy, decompile or resell it, or use it to build a competing product.
09Confidentiality
Each side will keep the other's confidential information in confidence and use it only for this agreement. This does not cover information that is public through no fault of the receiving side, was already known, or must be disclosed by law.
10Data protection
For content you put through the service, you are the controller and we are the processor. Our privacy policy describes what is handled and by whom. Where required, a separate data processing agreement applies and takes precedence on data protection matters.
11Availability and support
We aim to keep the service available and to fix faults promptly. [SLA: UPTIME TARGET AND RESPONSE TIMES, OR STATE THAT NONE IS OFFERED]
Planned maintenance is notified in advance where practical. Emergency maintenance may occasionally be immediate.
12Warranties and disclaimers
We warrant that we will provide the service with reasonable skill and care.
Beyond that, and to the extent the law allows, the service is provided as it is. We do not warrant that it will be uninterrupted or error-free, that it will meet a requirement we have not agreed in writing, or that documents produced from your templates and records will be fit for a particular purpose. Reviewing what a document says before it is sent remains your responsibility.
13Limitation of liability
Nothing here excludes liability that cannot lawfully be excluded, including for death or personal injury caused by negligence, or for fraud.
Subject to that, neither side is liable for indirect or consequential loss, loss of profit, revenue, goodwill or anticipated savings, and each side's total liability is limited to the total fees paid by you under these terms in the twelve months before the claim arose.
Liability caps are enforceable only within limits that vary by jurisdiction. This clause must be reviewed by counsel before the terms are published.
14Term and termination
The agreement runs for the subscription period and renews as stated in your order form. Either side may terminate for material breach that is not remedied within 30 days of written notice, or if the other becomes insolvent.
On termination your access ends. For 30 days afterwards you may request an export of your data; after that period we delete it, subject to backups being overwritten on their normal cycle and to any legal retention obligation.
15Changes to these terms
We may update these terms. Material changes will be notified to account holders before they take effect, and continued use afterwards means acceptance. The version and date at the top always reflect the current text.
16Contact
Questions about these terms: hello@savvydocgen.com