Terms of Service

Use of the service

PresalesGrid is provided to Microsoft Dynamics 365 Business Central partners for preparing responses to RFPs and RFIs. You are responsible for maintaining the confidentiality of your account and for the activity of your users.

Draft responses

PresalesGrid generates first-draft responses, classifications, and confidence scores. These are decision-support outputs, not professional advice or commitments. Your organization is responsible for reviewing, editing, and approving every response before it is submitted to a prospect or customer.

Customer content

You retain ownership of the workbooks, requirement text, and approved answers you upload or create. You grant PresalesGrid the limited rights needed to store and process that content to deliver the service.

Availability and changes

Features, usage limits, and pricing may change as PresalesGrid evolves. Changes will not alter the price of an RFP that has already been purchased.

One-time payment and what it covers

PresalesGrid is sold as a one-time purchase per uploaded document, priced by the number of requirements in that document. The purchase covers analysis of every requirement in that single document, review and editing of the generated responses inside your workspace, and export of that document. It is not a subscription, and it does not cover other documents you upload.

When processing begins

Digital fulfilment begins as soon as payment is confirmed: the document is unlocked and automated analysis of the remaining requirements starts immediately. By completing a purchase you ask us to begin that processing right away.

Cancelling before payment

You can close or cancel the checkout at any point before payment is completed. Nothing is charged, the document stays in its free state, and no additional processing starts. A cancelled or failed checkout never unlocks a document.

Refund Policy

PresalesGrid charges a one-time fee for processing an individual RFP, RFI, requirements matrix, capability checklist, fit/gap workbook, or other supported requirements document. Processing may begin immediately after payment is confirmed.

Refunds may be issued in the following circumstances:

• The customer was charged more than once for the same document because of a duplicate transaction.
• PresalesGrid experiences a verified technical failure that prevents the purchased document from being processed, and the processing cannot be successfully completed or restored through reasonable troubleshooting.

Refund requests must be submitted within seven calendar days of the original charge.

Because PresalesGrid begins providing its digital processing service after payment, refunds are not provided solely because a customer is dissatisfied with the wording, classifications, confidence scores, or other AI-generated draft content after processing has been completed. PresalesGrid produces first-draft decision-support content that must be reviewed, edited, and approved by the customer before submission or use.

To request a refund or report a billing issue, contact hello@presalesgrid.com. Include the email address associated with the account, the document name, the payment date, and a brief explanation of the issue. Do not attach confidential workbooks unless PresalesGrid support specifically requests them.

Approved refunds will be returned to the original payment method. The time required for the refund to appear depends on the customer's bank or payment provider.

Failed or incomplete processing

If analysis fails or stops before every requirement in a paid document has been processed, the document remains unlocked and we will work to complete the remaining requirements. Tell us at hello@presalesgrid.com if a document appears stuck.

Duplicate or accidental charges

A document that has already been paid for cannot be purchased again through the application, and repeated payment notifications for the same checkout are ignored so a single purchase is only ever fulfilled once. If your card statement shows a charge you do not recognise, or the same document appears to have been charged twice, contact us with the date and amount and we will investigate.

Billing assistance

For any billing question — receipts, duplicate charges, refunds, or a purchase that did not unlock a document — email hello@presalesgrid.com. Card details are handled by our payment processor; PresalesGrid never stores them.

Reviewing responses before submission

Responses, classifications, and confidence scores produced by PresalesGrid are drafts. You are responsible for reviewing, editing, and approving every response before it is submitted to a prospect or customer, including any statement about product capability, timelines, or commercial terms.

Trademarks

PresalesGrid is an independent product and is not affiliated with, sponsored by, or endorsed by Microsoft Corporation. Microsoft Dynamics 365 Business Central is a trademark of Microsoft Corporation.