RevPass

Legal

Terms of Service

Last updated: October 28, 2026

These Terms of Service ("Terms") govern access to and use of the RevPass service. They are entered into between Oasis Enterprise LLC, a Wisconsin limited liability company, doing business as RevPass ("RevPass", "we", "us"), and the organization that signs an Order Form or otherwise accepts these Terms ("Customer", "you").

The person accepting these Terms on behalf of Customer confirms that they have authority to bind Customer. The service is for business use only. It is not offered to consumers.

1. Definitions

  • Service: the RevPass web application, the RevPass panel inside Salesforce (Salesforce Canvas), the RevPass Slack app, and related support.
  • Order Form: the ordering document signed by both parties that sets out the subscription, pilot period, fees and term. Each Order Form incorporates these Terms.
  • Customer Data: the documents, data and other content that Customer or its Authorized Users upload to the Service, or that the Service reads from Customer's connected systems (Salesforce, Slack) on Customer's behalf, including findings and other output the Service produces from them.
  • Authorized User: an individual whom Customer's administrator has invited to Customer's workspace.
  • Connected System: a third-party system Customer chooses to connect, currently Salesforce and Slack.
  • Output: anything the Service produces from Customer Data, including extracted terms, findings, comparisons, proposed corrections, summaries and notifications.
  • Documentation: RevPass's help and setup material, including the Salesforce integration-user guide.

2. The Service

RevPass is a post-signature review tool for teams that sell through Salesforce. Today the Service:

  1. reads signed order forms, purchase orders, master agreements (MSAs) and related documents that Customer uploads, using an AI model provided by Anthropic;
  2. compares what the documents say with Customer's Salesforce data, with Customer's own MSA for that customer, and with rules Customer sets up;
  3. shows the results as findings, each linked where possible to the place in the document it came from;
  4. lets Authorized Users with the right role apply corrections to Salesforce, and, only if Customer turns it on, lets the RevPass agent correct allowed Opportunity fields automatically (see section 5);
  5. tracks each deal's booking status;
  6. sends notifications by email and, if Customer connects Slack, in Slack; and
  7. provides reporting, an audit log and a data export.

RevPass may change the Service over time. RevPass will not materially reduce the core functionality of the Service during a paid subscription term without 30 days' notice.

The Service does not generate quotes or order forms for Customer to send, does not send documents for signature, and does not provide electronic signature or electronic acceptance. Customer signs its contracts outside RevPass.

3. Accounts and Authorized Users

  1. Access is by invitation. Each new workspace is set up by RevPass. Customer's administrator invites Authorized Users and assigns their roles (administrator, Order Management, Order Management manager, sales manager, sales rep). People who are not invited can only request access.
  2. Sign-in is through RevPass's identity provider (Clerk) using a verified email address. Customer is responsible for the people it invites, the roles it gives them, removing people who should no longer have access, and keeping sign-in methods secure.
  3. Customer is responsible for everything done under its Authorized Users' accounts, except to the extent caused by RevPass's breach of these Terms.
  4. Customer will tell RevPass promptly if it learns of unauthorized access to its workspace.

4. Customer responsibilities

Customer is responsible for:

  1. The Salesforce connection. Customer chooses who connects Salesforce. RevPass's Documentation asks Customer to create a dedicated integration user with a permission set limited to the objects RevPass reads and writes. RevPass acts in Salesforce with that user's permissions. Customer is responsible for that user's permissions, for approving RevPass's connected app, and for revoking access when it no longer wants RevPass to have it. When Salesforce is connected, RevPass checks whether the connecting user holds "Modify All Data" or "View All Data" and warns Customer's administrators if so, but it does not refuse the connection or limit that user's permissions beyond what Salesforce grants.
  2. The Slack connection, if used: which workspace and channels are connected and who can act from Slack.
  3. Settings. Customer chooses its Salesforce write setting, which fields the agent may correct automatically, which rules apply, and who may apply corrections.
  4. Reviewing Output. Customer will review Output before relying on it, including before applying a correction, marking a deal booked, or turning on automatic corrections.
  5. Decisions and Salesforce data. Customer is responsible for its business decisions, for its contracts with its own customers, and for the accuracy of its Salesforce data, including changes made by the Service at Customer's direction or under Customer's settings.
  6. Lawful data. Customer has the rights and gives the notices needed for RevPass to process Customer Data under these Terms and the Data Processing Addendum. Customer will not upload special-category or other sensitive personal data (for example health data, payment card numbers or government identifiers) unless the parties agree otherwise in writing.

5. Salesforce write actions

  1. RevPass writes to Customer's Salesforce only as Customer's settings allow. Customer's administrator chooses one of:
    • Off (the default for new workspaces): RevPass only reads Salesforce and writes nothing.
    • Human only: RevPass writes only when an Authorized User clicks to do so, for example applying a correction, closing an opportunity, marking a deal booked or attaching a signed document.
    • Agent: in addition, the RevPass agent may make the automatic corrections Customer has allowed.
  2. Automatic corrections are limited to Opportunity fields that Customer's administrator has put on the allowed list. RevPass never corrects certain fields automatically, including amount, stage, owner, close date and currency, and never deletes Salesforce records. Separately, and only if Customer's administrator turns each one on, the Agent setting can also (a) mark an Opportunity Closed Won at a point Customer chooses (for example when the signed order form clears review), using the won stage Customer selects, and (b) attach the cleared signed document to the Opportunity. Both are off by default.
  3. Writes are recorded in RevPass's audit log with the person or agent that made them.
  4. Customer may change its write setting at any time. Turning writes off stops new writes; it does not undo writes already made.
  5. RevPass is not responsible for a write that Customer's settings allowed and that matched Output Customer could have reviewed, except to the extent caused by RevPass's breach of these Terms.

6. AI Output

  1. The Service uses AI to read documents and to produce Output. AI can be wrong. Output may be incomplete or inaccurate, may miss a term, and may report a difference that is not there.
  2. Findings are aids to Customer's own review. They are not legal, financial, accounting or tax advice, and they do not replace review by Customer's own staff or advisers.
  3. RevPass uses Anthropic's API to process documents and related deal fields. Under Anthropic's commercial terms, Customer Data sent through the API is not used to train Anthropic's models. RevPass does not use Customer Data to train AI models.

7. Acceptable use

Customer will not, and will not let anyone else:

  1. use the Service in breach of law or of a third party's rights;
  2. upload malware, or content designed to manipulate the AI into acting outside Customer's settings;
  3. try to access another customer's data, or probe, scan or test the Service's security without RevPass's written permission;
  4. interfere with the Service, overload it, or get around usage limits;
  5. resell, sublicense or provide the Service to third parties, other than Customer's contractors acting for Customer;
  6. copy, reverse engineer or build a competing product from the Service, except as law allows; or
  7. use the Service to process data Customer is not allowed to share with RevPass.

8. Customer Data

  1. Ownership. As between the parties, Customer owns Customer Data and Output.
  2. Licence to RevPass. Customer grants RevPass a non-exclusive, worldwide licence for the term of the agreement to host, copy, process, transmit and display Customer Data as needed to provide, secure and support the Service, to follow Customer's instructions, and to comply with law.
  3. Personal data. The Data Processing Addendum ("DPA") applies to personal data in Customer Data and forms part of these Terms.
  4. Usage data. RevPass may use information about how the Service is used (for example counts, timings, error reports and model-usage metrics) to run, secure and improve the Service.
  5. Feedback. RevPass may use feedback Customer gives about the Service without obligation.

9. RevPass property

RevPass and its licensors own the Service, the Documentation and all improvements to them. Except for the rights in these Terms, no rights are granted.

10. Confidentiality

  1. Each party will keep the other's confidential information confidential, use it only to perform under these Terms, and share it only with its employees, contractors and advisers who need it and are bound by similar duties. Customer Data is Customer's confidential information.
  2. This does not apply to information that is public through no fault of the receiving party, was already known to it, is independently developed, or is lawfully received from a third party.
  3. A party may disclose confidential information when law requires, after giving the other party notice where lawful.
  4. These duties last for the term and 3 years after it, and for as long as the information remains a trade secret.

11. Fees and pilots

  1. Fees. Fees, billing frequency and payment terms are set out in the Order Form. Payments are processed by Stripe. Fees exclude taxes; Customer pays applicable taxes other than taxes on RevPass's income.
  2. Pilot. If the Order Form provides a free pilot, the pilot runs for the period stated there (currently up to 60 days) and may be subject to usage limits stated in the Order Form. At the end of the pilot, the subscription described in the Order Form begins unless Customer gives notice before the pilot ends that it does not wish to continue.
  3. During a free pilot the Service is provided as is, without the warranties in section 14.1 and with RevPass's liability limited as set out in section 15.
  4. Late payment. If undisputed fees are more than 30 days overdue, RevPass may suspend the Service after 10 days' written notice.

12. Suspension

RevPass may suspend access, in whole or in part, if reasonably needed to prevent harm to the Service or to others, if Customer's use breaches section 7, if required by law, or under section 11.4. RevPass will give notice in advance where practical, limit the suspension to what is needed, and restore access when the reason is resolved.

13. Term, termination, export and deletion

  1. Term. These Terms apply from acceptance until every Order Form has ended. The subscription term and renewal are set out in the Order Form.
  2. Termination for breach. Either party may terminate if the other materially breaches these Terms and does not cure the breach within 30 days of written notice.
  3. Export. During the term, Customer's administrator can download a zip of Customer's workspace from Settings. It contains the original uploaded files, extracted terms, findings, deals and the audit log. Each export is recorded in the audit log.
  4. After termination. For 30 days after termination Customer may ask RevPass for an export.
  5. Deletion. Customer's administrator can ask for the workspace to be deleted from Settings. Sign-in stops at once. The workspace can be restored for 7 days; after that, RevPass's daily maintenance permanently deletes the workspace's records and stored files. On termination RevPass will start the same deletion after the export period in section 13.4 ends. Database backups are provided by RevPass's database provider (Supabase) under its standard service; copies in those backups expire under RevPass's database provider's standard retention.
  6. Connected systems. Deleting the workspace does not revoke RevPass's access in Customer's Salesforce or Slack. Customer should remove the RevPass connected app and Slack app (or revoke the integration user's access) when it stops using the Service.
  7. Sections 4.5, 6, 8.1, 9, 10, 13, 14.2, 15, 16 and 18 survive termination.

14. Warranties and disclaimers

  1. RevPass warrants that during a paid term (a) the Service will perform materially as described in the Documentation, and (b) RevPass will maintain the security measures described in the DPA. Customer's remedy for a breach of (a) is for RevPass to use reasonable efforts to fix it and, if RevPass cannot within 30 days, for Customer to terminate the affected Order Form and receive a refund of prepaid fees for the remaining term.
  2. Except as stated in section 14.1, the Service and Output are provided "as is". RevPass does not warrant that the Service will be uninterrupted or error-free, or that Output will be accurate or complete. To the extent law allows, RevPass disclaims all implied warranties, including merchantability, fitness for a particular purpose and non-infringement.
  3. RevPass does not hold a SOC 2 report or other third-party security certification today. SOC 2 Type I is on RevPass's roadmap.

15. Limitation of liability

To the maximum extent permitted by applicable law, neither party will be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising out of or relating to these Terms or the Services, regardless of the theory of liability and even if advised of the possibility of such damages.

Each party's total aggregate liability arising out of or relating to these Terms or the Services, including its obligations under Section 16, will not exceed the greater of (a) the fees paid by Customer to RevPass under these Terms during the twelve (12) months immediately preceding the first event giving rise to liability, or (b) US $1,000. This cap applies collectively to all claims, including claims arising from free trials, pilots, or other unpaid use, whether or not an Order Form exists.

These limitations do not limit Customer's obligation to pay fees properly due or any liability that cannot lawfully be limited or excluded. An Order Form signed by both parties may expressly modify these limitations; otherwise, this Section applies.

16. Indemnities

RevPass will defend Customer against third-party claims alleging that the Services, as provided by RevPass and used in accordance with these Terms, infringe a third party's intellectual property rights. Customer will defend RevPass against third-party claims alleging that data or content supplied by Customer, or RevPass's authorized use of that data or content to provide the Services, infringes a third party's rights or violates applicable law. Each defending party will pay damages and reasonable legal costs finally awarded against the other party, and settlement amounts it approves in writing.

RevPass's obligations do not apply to the extent a claim results from Customer's data or content, unauthorized modifications, use in violation of these Terms, or combinations with products or services not supplied or authorized by RevPass, where the claim would not otherwise have arisen. Customer's obligations do not apply to the extent a claim results from RevPass's breach of these Terms or unauthorized use of Customer's data or content.

The party seeking protection must promptly notify the defending party of the claim, permit it to control the defense and settlement, and provide reasonable cooperation at its expense. Delayed notice relieves the defending party of its obligations only to the extent materially prejudiced. No settlement may require the protected party to admit fault, pay money, or undertake a nonmonetary obligation without its prior written consent.

All obligations under this Section, including defense costs, are subject to Section 15's aggregate liability cap. An Order Form signed by both parties may expressly modify these obligations; otherwise, this Section applies, including during free trials, pilots, and other unpaid use.

17. Third-party services

Salesforce, Slack, Stripe, Clerk and Customer's own sign-in providers (Google, Microsoft) are third-party services governed by their own terms. RevPass is not responsible for them, or for changes they make that affect the Service. RevPass's own subprocessors are listed on its security page and in the DPA; RevPass remains responsible for them as set out in the DPA.

18. General

  1. Governing law and venue. These Terms are governed by the laws of the State of Wisconsin, without regard to conflict-of-law principles. The state and federal courts located in Dane County, Wisconsin have exclusive jurisdiction.
  2. Assignment. Neither party may assign these Terms without the other's written consent, except that either party may assign them, on notice, to a successor in a merger, acquisition or sale of substantially all of the relevant business or assets. In addition, RevPass may assign these Terms, the DPA and every Order Form, on written notice to Customer, to an affiliate or to a successor entity formed to operate the RevPass business (for example, if RevPass is spun out of Oasis Enterprise LLC into its own company), provided that the assignee assumes RevPass's obligations in writing.
  3. Notices. Notices to RevPass go to legal@revpass.io and 708 Heartland Trl, 3rd Floor, Madison, WI 53717. Notices to Customer go to the contact in the Order Form or, for operational notices, to Customer's administrators by email or in the Service.
  4. Changes to these Terms. RevPass may update these Terms by posting the new version and notifying Customer's administrators at least 30 days before it takes effect. Changes do not apply to a current paid term unless Customer agrees, except where needed for legal or security reasons.
  5. Order of precedence. If documents conflict: the Order Form, then the DPA (for personal data), then these Terms, then the Documentation.
  6. Force majeure. Neither party is liable for delay caused by events beyond its reasonable control, other than payment obligations.
  7. Export and sanctions. Each party will comply with applicable export control and sanctions laws.
  8. Publicity. RevPass may name Customer as a customer only with Customer's prior written consent.
  9. Entire agreement; severability; waiver. These Terms, the DPA and the Order Forms are the entire agreement on their subject. If a term is unenforceable, the rest remains in effect. A delay in enforcing a right is not a waiver.
  10. Independent contractors. The parties are independent contractors.