QuoteCarryOpen workspace →
PILOT SERVICE · OCTOBER 31, 2026
Terms & privacy.
QuoteCarry is operated by Tristan McGowan, 4183 McLean Rd., Stanford, IL 61774. Contact tristanm@secequiti.com for support, privacy requests, or questions about these pilot terms.
What the service does
QuoteCarry stores estimates you add, prepares email follow-ups, records customer responses, and tracks owner-recorded outcomes. It does not create a binding agreement between you and your customer, book a job, collect your customer’s payment, or guarantee sales, delivery, or income. It does not monitor your inbox. You must record direct replies to stop reminders.
Your account and responsibilities
You must be at least 18, use accurate business details, keep your password private, and have authority to use the information you enter. Follow up only on estimates a customer requested and permitted you to follow up. No bought lists, cold outreach, harassment, deceptive content, health records, financial account credentials, or other sensitive documents. The operator may suspend abusive use. One owner account is included; do not share passwords with a team.
Pilot, subscription, cancellation and setup
The current test round is unpaid and invite-only. Checkout is disabled; there are no card collections or automatic charges. Paid subscriptions will require a separate, explicit checkout when available. The pilot lasts 14 days with no card required and allows up to 30 follow-up emails. Continuing service is $99 USD per month for one owner workspace, up to 2,000 stored quotes and 500 follow-up emails per calendar month. Taxes may apply and are shown at checkout. Unused email allowances do not roll over. There are no automatic trial charges. A paid subscription renews monthly until cancelled through the Stripe customer portal. Cancellation stops future renewal; paid access normally continues to the paid period end. Unpaid or inactive accounts retain read/export access while records remain stored. No pro-rata refund is promised; contact the operator for billing errors or a service failure.
Optional $149 setup is a separate one-time service for importing up to 50 authorized estimates, configuring a profile, and a walkthrough. Schedule and agree its delivery with the founder before purchase. Setup fees are not SaaS subscription revenue.
Email and customer preferences
Emails are sent by the platform’s verified sender with your verified account email as Reply-To. A customer response through a quote link stops that quote’s reminders. An opt-out suppresses further estimate follow-ups to that email from your workspace. You cannot override opt-outs. Opening a link does not change preferences; a customer confirms their response on the page. Automatic sequences need per-quote review and approval. The operator does not guarantee inbox placement or customer reading.
Information stored
We store your account email, business profile, a salted password hash, session tokens in hashed form, subscription identifiers/status, estimates and customer contact details you submit, permission confirmations, status changes, customer response notes, and email delivery records. Private quote notes are not included in follow-up messages or response pages. Customer pages use unguessable private links; anyone who has the link can view the limited estimate information and respond. Treat links as private.
Providers and data use
Cloudflare Workers hosts the application and its SQLite-backed Durable Object stores application records. Stripe handles subscription checkout and billing; full card details never enter this application. Resend handles email delivery when enabled. Follow-up emails include customer name, quote title and amount, response link, optional original quote link, business address and reply-to email. No AI provider is required or receives your records. We do not sell submitted customer information or use advertising trackers. Essential session cookies keep you signed in. This version has no third-party analytics scripts.
Retention, export and deletion
You can export quote records from Settings during or after a subscription. Contact the operator to request account deletion or correction. The operator targets deletion of active application data within 30 days of a verified request; encrypted operational backups age out within the operator’s documented backup retention, normally 30 additional days. Stripe may independently retain payment records under its policies and applicable requirements. Customer opt-outs remain suppressed while your workspace exists. Do not enter information you are required to retain exclusively in another system.
Availability and limitations
This is an early pilot. Keep copies of original estimates and important communications in your own systems. The service is provided as available, without promises of uninterrupted operation or specific commercial outcomes. To the extent permitted by applicable law, the operator’s aggregate liability for use of the pilot is limited to fees you paid for the service in the preceding three months. Mandatory consumer or other non-waivable rights remain in effect.
Questions and changes
Email tristanm@secequiti.com for support. Material service or price changes require notice before the next renewal; you may cancel before they take effect. These terms and the deployment privacy practices should be reviewed for the operator’s actual business and jurisdiction before scaling the public service.