Terms of Service

1. Acceptance of Terms

By clicking “Accept,” creating an account, or otherwise accessing or using the Service, you represent that you have read, understood, and agree to be bound by these Terms and the Privacy Policy. If you use the Service on behalf of a business or other entity, you represent that you have authority to bind that entity, and “you” refers to that entity. You must be at least 18 years old (or the age of legal majority in your jurisdiction) and able to form a binding contract.

2. Description of Service

Undocsend is a dealroom platform that lets workspace owners (“Operators”) upload documents and share them with third parties (“Visitors”) via per-visitor links. The Service includes document storage and preview, visitor analytics, audit logging, watermarking, optional NDA gating, optional electronic signatures, and optional AI-powered features such as document summarization and Q&A.

The Service is currently offered as an invite-only beta. Features, pricing, and availability may change as we move toward general availability. We will give Operators reasonable notice of material changes.

3. Account Registration

You agree to provide truthful, current, and complete information and to keep it updated. You are responsible for safeguarding access to your account, including your email inbox used for magic-link authentication, and for all activity that occurs under your account. Notify us promptly at security@undocsend.com of any unauthorized access. You may not share an account between multiple individuals; each user must have their own credentials.

4. Acceptable Use

You agree not to use the Service to:

• Upload, share, or transmit content that is illegal, that infringes third-party intellectual property, that violates another’s privacy or publicity rights, that discloses another person’s confidential information or intimate imagery without authorization, or that violates export controls.
• Upload malware, or any code intended to disrupt, damage, or gain unauthorized access to systems; or use shared links to phish, spoof, probe, scan, or circumvent security.
• Send unsolicited bulk messages (spam) through any Service channel, including share-link invitations and follow-up automations.
• Circumvent or attempt to circumvent share-link gating, NDA flows, watermarking, download controls, or visitor authentication.
• Scrape, crawl, or programmatically access the Service beyond documented API limits or in a way that impairs it for others.
• Impersonate any person or entity or misrepresent your affiliation.
• Reverse-engineer or attempt to extract the Service’s source code, except as permitted by law.

We may suspend or terminate accounts that violate this section, with or without notice depending on severity, and we may disable specific links or content and terminate repeat infringers.

5. User Content

You retain ownership of the documents and other content you upload to the Service(“User Content”). We claim no ownership over your User Content.

You grant undocsend a worldwide, non-exclusive, royalty-free license to host, store, copy, transmit, display, render, scan / OCR, generate previews and watermarks from, compute analytics on, and (if you enable AI features) send to AI providers, your User Content solely to operate the Service for you. This license ends when you delete the User Content or close your workspace, subject to the retention windows in the Privacy Policy and any completed-signature retention.

You represent and warrant that you have all rights necessary to upload and share the User Content and to grant this license, and that the User Content does not infringe any third-party right or violate any law.

Monitoring. Undocsend does not pre-screen or routinely review User Content and is not responsible for User Content. We may, but are not obligated to, monitor User Content for violations of these Terms and may remove or disable access to content or links that we believe violate these Terms or applicable law, with or without notice.

De-identified data and machine learning. We may create de-identified and aggregated data from use of the Service and may use and retain it for any business purpose, including to train and improve our machine-learning models and features, and for analytics, security, and product improvement. De-identified data does not identify you, your Visitors, or your documents, and we do not attempt to re-identify it.

6. AI Features

The Service offers optional AI-powered features, including document summarization, OCR, and Q&A over your dealroom contents.

Default AI providers. By default, documents in workspaces with AI features enabled may be processed by third-party AI providers (currently Anthropic and OpenAI; see /subprocessors for the current list). Sending a document to a provider counts as a sub-processor disclosure under our Privacy Policy.

Bring Your Own Key (BYOK).Operators may configure their workspace to use their own API keys for one or more supported AI providers. When BYOK is configured, AI requests for that workspace route directly to the Operator’s provider account and are governed by the Operator’s agreement with that provider rather than by undocsend’s default arrangements.

Operator responsibility. The Operator is responsible for ensuring that their use of AI features complies with their own data-handling obligations, including any confidentiality, regulatory, or contractual restrictions on the documents they upload. If your documents may not be sent to a third-party AI provider, do not enable AI features without first configuring BYOK to a provider you have contracted with appropriately, or leave AI features disabled.

AI outputs may be incomplete, inaccurate, or misleading. AI outputs are not a substitute for professional advice and should be reviewed before being relied upon.

7. Visitor Data

When you share a dealroom, the Service collects Visitor information (email, IP address, approximate geolocation, user agent, page-by-page view analytics, dwell time, document-open events, Q&A submissions, and — where signatures are used — signer identity, signature, IP, timestamps, and consent records) on the Operator’s behalf.

For data-protection law, the Operator is the data controller of Visitor data and undocsend is the data processor, acting on the Operator’s documented instructions. The Operator is responsible for:

• Providing all notices to, and obtaining all consents or establishing the lawful basis from, Visitors that applicable law requires before sharing a dealroom or collecting signatures;
• Having authority to collect Visitor email / identity where it gates content;
• Enforcing any NDA, confidentiality, or use restrictions it puts in place;
• Responding to Visitor data-subject requests — undocsend will assist on request per the DPA at /dpa.

8. Subscription, Fees, and Founder Lifetime

Fees & billing. Paid plans are billed in advance through our billing processor, Easy (itseasy.co).

Taxes. You are responsible for applicable taxes (sales, use, VAT) arising from your use of the Service, exclusive of taxes on our income.

Auto-renewal. Paid subscriptions renew automatically for successive periods of the same length unless you cancel before the renewal date.

Founder Lifetime.Founder Lifetime is a one-time payment for lifetime access to the equivalent standard plan’s features at the time of purchase. It is subject to fair-use limits commensurate with the standard plan, and to reasonable changes if the underlying plan is fundamentally restructured (for example, if a feature is split into a new product line). We will give Founder Lifetime holders advance notice of any such restructuring and a good-faith path to equivalent functionality.

Refunds. Founder Lifetime purchases are refundable within 14 days of purchase if you have not made substantial use of the Service. Recurring subscription fees are not refundable for partial billing periods except where required by law.

9. Cancellation and Termination

Either party may terminate these Terms: by the Operator at any time by cancelling; by us on 30 days’ notice for any or no reason; or immediately for an uncured material breach, or where required by force majeure or law.

On termination, your access to the Service ceases, you remain responsible for unpaid fees, and provisions that by their nature survive (dispute resolution, indemnification, limitation of liability, intellectual property, and the e-signature record provisions) continue. Your workspace data enters the 30-day soft-retention window described in the Privacy Policy before permanent purge; completed signature records are retained per the Privacy Policy.

10. Electronic Signatures and Electronic Records

10.1 Scope & definitions.“Electronic Signature” means a signature applied electronically through the Service; “Electronic Record” means a record created, sent, or stored electronically; “Operator / Sender” is the party who prepares and sends a document for signature; “Signer / Recipient” is the party invited to sign; “Completed Record” is the finalized signed document; “Audit Trail / Certificate” is the record of signing events undocsend generates.

10.2 Consent to transact electronically (ESIGN / UETA). By proceeding to sign, the Signer consents to do business electronically and to use Electronic Records and Electronic Signatures in place of paper and handwritten signatures, and may withdraw that consent before completing a document (see 10.5). Before signing, each Signer is shown a separate electronic-records consent.

10.3 Legal validity. Under the U.S. ESIGN Act and applicable UETA, an Electronic Signature or Electronic Record is not denied legal effect solely because it is electronic. Undocsend captures an Audit Trail evidencing how each signature was created.

10.4 Signer identity & intent.A binding signature requires the Signer’s intent to sign, expressed by an affirmative act (typing, drawing, or clicking to apply the signature). Each Signer must use a unique email / identity; accounts and signing links must not be shared. Undocsend applies access controls but does not independently verify a Signer’s legal identity or authority beyond link / credential access.

10.5 Withdrawal of consent. A Signer may decline to sign electronically at any time before completing a document; if they do, the Sender must complete the transaction by another method.

10.6 Access, retention & download. Signers may download and retain Completed Records. Undocsend retains Completed Records and Audit Trails as required by applicable law; post-termination access may be limited (see section 9). Senders are responsible for their own record-retention obligations.

10.7 Hardware / software requirements. To view, sign, and retain Electronic Records you need a current web browser, a PDF reader, a valid email address, internet access, and a device able to display the document. Minimum requirements may change over time.

10.8 Sender responsibility; undocsend disclaimer. The Sender is solely responsible for the content, legality, and enforceability of what they send and for whether a document may lawfully be signed electronically. Undocsend provides signing infrastructure only, gives no warranty that any signed document is legally enforceable in any jurisdiction, and does not provide legal advice. The Sender’s indemnity in section 13 covers claims arising from documents they send for signature.

10.9 Jurisdictional & document-type carve-outs. The Service may not be used to sign documents that cannot be signed electronically under applicable law — which may include wills, codicils, and testamentary trusts; certain powers of attorney; documents executed under oath; and certain statutory notices (for example, utility cancellation, foreclosure / eviction, insurance lapse, product-recall notices). The Sender must determine eligibility and consult counsel. ESIGN and UETA are U.S. frameworks; equivalent laws may apply where signing is offered outside the United States.

10.10 Electronic communications.Notices we deliver electronically (email or in-product) satisfy any “in writing” requirement.

11. Intellectual Property

Undocsend and Easy Labs, Inc. own all right, title, and interest in the Service, including its software, design, and trademarks (including “undocsend”). These Terms grant you a limited, non-exclusive, non-transferable, revocable license to use the Service per these Terms; no other rights are granted. If you submit feedback or suggestions, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction or obligation to you.

12. Disclaimers

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, undocsend DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. We do not warrant that the Service will meet your requirements, be uninterrupted, secure, or error-free, or that it will accurately store, protect, or transmit your data. Beta features are provided without warranty of any kind and may change or be discontinued. We make no warranty that any electronically signed document is legally enforceable (see 10.8).

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, undocsend WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES (INCLUDING LOST PROFITS OR REVENUES). OUR AGGREGATE LIABILITY WILL NOT EXCEED THE GREATER OF (a) THE FEES YOU PAID undocsend IN THE 12 MONTHS BEFORE THE CLAIM OR (b) US $100.

14. Indemnification

You agree to defend, indemnify, and hold harmless undocsend, Easy Labs, Inc., and their affiliates, officers, directors, employees, and agents from any third-party claim, loss, liability, or expense (including reasonable attorneys’ fees) arising out of or related to: your breach of these Terms or violation of law; your User Content or the documents you send for signature; your misuse of the Service (including compromised credentials); and your offering of the Service to your Visitors.

15. Governing Law and Disputes

These Terms are governed by the laws of the State of Delaware (without regard to conflicts of law) and the Federal Arbitration Act. The parties will first attempt to resolve disputes through AAA-administered mediation in Delaware; if mediation does not resolve the dispute within 60 days, it will be resolved by binding arbitration in Delaware. You and undocsend each waive the right to a jury trial and to participate in a class action. You may reject this arbitration agreement by written notice to legal@undocsend.com within 30 days of account creation.

16. Changes to Terms

We may modify these Terms from time to time. If we make material changes, we will provide notice (for example, by email or by posting on the Service) and update the “Last updated” date. Your continued use of the Service after changes take effect constitutes acceptance.

17. Contact

Questions about these Terms? legal@undocsend.com.