Terms of Use

We are Creo Proposals ("Company," "we," "us," "our"). We operate https://creoproposals.com, as well as any other related products and services that refer or link to these legal terms (collectively, the "Services").

You can contact us by email at support@creoproposals.com.

These Legal Terms constitute a legally binding agreement made between you and Creo Proposals, concerning your access to and use of the Services. You agree that by accessing the Services, you have read, understood, and agreed to be bound by all of these Legal Terms. IF YOU DO NOT AGREE WITH ALL OF THESE LEGAL TERMS, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SERVICES AND YOU MUST DISCONTINUE USE IMMEDIATELY.

1. Our Services

Creo Proposals is a web-based SaaS platform that helps travel advisors build branded trips for their clients using artificial intelligence: an itinerary from a short brief, or a priced proposal from supplier documents. Users may upload supplier documents (PDFs) or describe a trip in a short form, and our AI reads the documents, builds the trip and writes its narrative; supplier invoices can also be read into a trip afterwards. The service includes a shareable client portal with open and acceptance tracking and client comments, a client CRM, version history, agency branding tools, multiple templates, photo management, and PDF export. Creo uses a prepaid credit system where each credit builds one trip.

2. Your Role and Ours

Creo Proposals is a software tool for producing documents. You are a travel advisor. We are not.

You sell the travel; we do not. We do not sell, offer, arrange, book, or act as agent for any travel product. We are not a travel agency, a tour operator, or a seller of travel under California Business and Professions Code § 17550 et seq. or any comparable law of another state or province, and we do not hold, receive, or handle client funds. Every booking, reservation, quotation, payment, change and cancellation described in a proposal is a matter between you, your client, and the supplier concerned. We are not a party to it and have no obligation under it.

Your proposal is your document. You decide what a proposal says, you review it before you send it, and you are responsible for its accuracy — including prices, dates, inclusions, exclusions, supplier terms, and every other statement in it — whether you wrote it yourself, our AI generated it, or it was read from a document you uploaded. Section 20 says more about AI-generated content specifically.

Your clients deal with you. We have no relationship with the people you share a proposal with. We do not contract with them, we do not advise them, and nothing in the Services creates any duty from us to them. A client's acceptance recorded through the portal is a signal to you that they accepted your proposal; it is not a contract between that client and us, and it does not make us a party to the contract between them and you.

3. Intellectual Property Rights

We are the owner or the licensee of all intellectual property rights in our Services, including all source code, databases, functionality, software, website designs, and graphics (collectively, the "Content"), as well as the trademarks, service marks, and logos contained therein (the "Marks").

Your data ownership. You retain all ownership rights to the data you upload and the proposals generated using the Service. Creo does not claim any ownership interest in your content. We do not use your uploaded documents or generated proposals to train AI models.

Your submissions. By directly sending us any question, comment, suggestion, idea, feedback, or other information about the Services ("Submissions"), you agree to assign to us all intellectual property rights in such Submission.

4. User Representations

By using the Services, you represent and warrant that:

• You have the legal capacity and agree to comply with these Legal Terms.
• You are at least 18 years of age.
• You will not access the Services through automated or non-human means.
• You will not use the Services for any illegal or unauthorized purpose.
• Your use of the Services will not violate any applicable law or regulation.
• You have the right to share any documents you upload with us for processing.
• You have the authority and any consents needed to provide your clients' personal information to us, other than the sensitive categories prohibited in Section 5, and you are responsible for that information.
• You hold whatever registration, licence, bonding or insurance the law of your jurisdiction requires for selling travel, and your use of the Services complies with it.

5. Prohibited Activities

You may not access or use the Services for any purpose other than that for which we make the Services available. As a user, you agree not to:

• Systematically retrieve data from the Services to create a database without written permission.
• Trick, defraud, or mislead us or other users.
• Circumvent, disable, or otherwise interfere with security-related features.
• Upload or transmit viruses, Trojan horses, or other malicious material.
• Attempt to impersonate another user or person.
• Decipher, decompile, disassemble, or reverse engineer any part of the Services.
• Upload documents containing information you do not have the right to share.
• Upload documents containing payment card numbers, passport or government identification numbers, dates of birth, health or medical information, or other sensitive personal information. Redact such information before upload.
• Resell or redistribute access to the service without authorization.

6. User Generated Contributions

The Services may provide you with the opportunity to create, submit, post, display, transmit, or distribute content and materials to us or on the Services. When you create or make available any Contributions, you thereby represent and warrant that your Contributions are accurate and do not violate these Legal Terms or applicable law.

7. Contribution License

You and Creo Proposals agree that we may access, store, process, and use any information and personal data that you provide and your choices (including settings). We do not assert any ownership over your Contributions. You retain full ownership of all of your Contributions and any intellectual property rights associated with your Contributions.

8. Services Management

We reserve the right, but not the obligation, to:

• Monitor the Services for violations of these Legal Terms.
• Take appropriate legal action against anyone who violates the law or these Legal Terms.
• In our sole discretion, refuse, restrict access to, or disable any of your Contributions.
• Otherwise manage the Services in a manner designed to protect our rights and property.

9. Term and Termination

These Legal Terms shall remain in full force and effect while you use the Services. We reserve the right to deny access to and use of the Services to any person for any reason, including without limitation for breach of any representation, warranty, or covenant contained in these Legal Terms.

Voluntary termination: You may delete your account at any time from Settings. Deletion is scheduled rather than instant: your account continues to work for thirty (30) days, during which you can cancel the request from the same page. Auto-reload stops as soon as you make the request. After that period your trips, clients, what was read from your documents, and your stored files are removed from our active systems and cannot be recovered by you or by us. Download your data first if you want to keep it — Settings lets you download a copy, as our Privacy Policy describes. Unused credits are non-refundable upon account termination.

10. Modifications, Interruptions, and Beta Features

We reserve the right to change, modify, or remove the contents of the Services at any time or for any reason at our sole discretion without notice. We cannot guarantee the Services will be available at all times.

Beta features. We may make features available that are described as beta, preview, or early access, or that are enabled for a limited group of accounts. Those features are experimental. They may change, break, or be withdrawn at any time without notice, they are provided without any warranty or service commitment of any kind, and you should not rely on one for work you cannot afford to lose.

11. Governing Law

These Legal Terms shall be governed by and defined following the laws of the State of California, United States, without regard to its conflict-of-law rules. Subject to Section 12, you and we agree that the state and federal courts located in California shall have jurisdiction over any action to compel arbitration, to confirm or enforce an arbitration award, to seek temporary or preliminary injunctive relief in aid of arbitration, or to resolve any Dispute that Section 12 does not require to be arbitrated, and you consent to the personal jurisdiction of those courts for those purposes.

12. Dispute Resolution

Informal Negotiations. The parties agree to first attempt to negotiate any Dispute informally for at least thirty (30) days before initiating arbitration, via email to support@creoproposals.com.

Binding Arbitration. If informal negotiations do not resolve the Dispute, it shall be resolved by final and binding arbitration before a single arbitrator, administered by the American Arbitration Association under its rules then in effect, conducted in English under the substantive law of California, and seated in California unless you and we agree otherwise or the arbitrator directs that it be held remotely. Judgment on the award may be entered in any court of competent jurisdiction. Each party bears its own costs except as the applicable arbitration rules or the law require otherwise.

Your right to opt out. You may reject this arbitration agreement by emailing support@creoproposals.com within thirty (30) calendar days of the date you first accept these Legal Terms, with your account email address and a statement that you opt out of arbitration. Opting out costs you nothing, affects nothing else in these Legal Terms, and leaves you and us free to bring a Dispute in court.

Small claims. Either party may bring an individual claim in a small claims court of competent jurisdiction instead of arbitration, so long as it stays there and stays individual.

No class or representative proceedings. Any arbitration is limited to the Dispute between the parties individually. Neither party may bring a claim as a plaintiff or class member in any class, consolidated, collective, or representative proceeding, and the arbitrator may not consolidate claims or preside over any such proceeding. If this paragraph is found unenforceable as to a particular Dispute, then this entire Section 12 does not apply to that Dispute, which must instead be brought in the courts identified in Section 11. The rest of this Section 12 continues to apply to every other Dispute.

Jury trial. To the extent any Dispute proceeds in court rather than arbitration, you and we each waive any right to a trial by jury.

13. Corrections

There may be information on the Services that contains typographical errors, inaccuracies, or omissions. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update the information at any time, without prior notice.

14. Disclaimer

THE SERVICES ARE PROVIDED ON AN AS-IS AND AS-AVAILABLE BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, THAT ANY DEFECT WILL BE CORRECTED, OR THAT ANY CONTENT THE SERVICES PRODUCE WILL BE ACCURATE, COMPLETE, OR FIT FOR ANY PARTICULAR PURPOSE.

Third-party services. The Services depend on third parties we do not control, among them our AI provider, our payment processor, and our hosting, storage, and email providers. We are not responsible for their acts or omissions, for outages or changes to their services, or for their handling of data once it reaches them. An interruption, failure, or change originating with any of them is not a breach of these Legal Terms by us.

15. Limitations of Liability

IN NO EVENT WILL WE OR OUR DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY INDIRECT, CONSEQUENTIAL, EXEMPLARY, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOST PROFITS, LOST BOOKINGS OR COMMISSIONS, LOST REVENUE, LOST BUSINESS OR OPPORTUNITY, LOST OR CORRUPTED DATA, LOSS OF GOODWILL OR REPUTATION, OR BUSINESS INTERRUPTION, ARISING FROM OR RELATING TO THESE LEGAL TERMS OR YOUR USE OF THE SERVICES, REGARDLESS OF THE THEORY OF LIABILITY AND EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATING TO THESE LEGAL TERMS OR THE SERVICES WILL AT ALL TIMES BE LIMITED TO THE GREATER OF (A) THE AMOUNT PAID BY YOU TO US IN THE SIX (6) MONTHS PRIOR TO THE CAUSE OF ACTION ARISING OR (B) ONE HUNDRED U.S. DOLLARS ($100).

THESE LIMITATIONS APPLY EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE, AND THEY ARE AN ESSENTIAL BASIS OF THE BARGAIN BETWEEN US — THE PRICE OF THE SERVICES REFLECTS THEM. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO PART OF THE ABOVE MAY NOT APPLY TO YOU; IN THAT CASE OUR LIABILITY IS LIMITED TO THE GREATEST EXTENT PERMITTED BY LAW.

16. Time Limit on Claims

Any claim arising from or relating to these Legal Terms or the Services must be brought within one (1) year after the claim arose. A claim brought after that period is permanently barred. Where applicable law does not permit a limitation period to be shortened, the shortest period that law does permit applies instead.

17. Indemnification

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective officers, agents, partners, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable legal fees, arising out of: (1) use of the Services; (2) breach of these Legal Terms; (3) any breach of your representations and warranties; (4) your violation of the rights of a third party; (5) any overt harmful act toward any other user; (6) any claim brought by your client, by a person you shared a proposal with, or by a supplier, arising from a proposal you produced or sent using the Services; (7) your sale of, or failure to deliver, any travel product; or (8) personal information you provided to us without the authority or consents required.

How this works in practice. We will notify you of any claim for which we seek indemnity and will cooperate at your expense in its defence. You control the defence with counsel reasonably acceptable to us, except that we may participate with our own counsel at our own expense, and you may not settle a claim in any way that imposes an obligation, payment, or admission on us without our written consent.

18. User Data

We will maintain certain data that you transmit to the Services for the purpose of managing the performance of the Services. Although we perform regular backups, you are solely responsible for all data that you transmit or that relates to any activity you have undertaken using the Services.

19. Electronic Communications

Visiting the Services, sending us emails, and completing online forms constitute electronic communications. You consent to receive electronic communications and agree that all agreements, notices, and disclosures we provide electronically satisfy any legal requirement that such communication be in writing.

20. AI-Generated Content

Creo Proposals uses artificial intelligence, powered by Anthropic's Claude API, to read the documents you upload, build itineraries and proposals, write their narrative content, and make the changes you ask for. AI-generated content may contain errors, inaccuracies, or omissions, including incorrect pricing, dates, hotel details, or activity descriptions.

You are solely responsible for reviewing and verifying all AI-generated content before sharing proposals with your clients. Creo Proposals does not guarantee the accuracy of AI-generated proposals.

The documents you upload, and the details you enter to build a trip, are transmitted to Anthropic's Claude API for processing. Anthropic does not use API inputs to train its models by default. We do not store the documents you upload — neither a document used to build a proposal nor a supplier invoice added to a trip afterwards. What is read from them is kept with the trip, as our Privacy Policy describes, until you remove the invoice it came from, or delete the trip or your account.

21. Credits and Payments

Creo Proposals operates on a prepaid credit system. Each credit builds one (1) trip — an itinerary or a proposal — and covers the AI work on it afterwards, within the fair-use limit below. Credits are associated with your account and are not transferable.

• No expiration. Credits do not expire while your account is active.
• All sales final. All credit purchases are final and non-refundable, except as described below.
• Auto-refund on failure. If building a trip fails or times out, or you cancel it while it is still being built, the credit is automatically refunded.
• Auto-reload. Auto-reload is off unless you turn it on. While it is on, each time your balance falls to or below the threshold you set, we charge the card on file the price of the credit pack you chose, and email you a receipt for each charge. The card on file is whichever card you most recently saved on Stripe's hosted page (where you authorize these charges) or used to buy credits (which Stripe keeps on file for future payments). When you turn auto-reload on, we record when you did and the wording you agreed to, and email you a confirmation. Three declined charges in a row turn it off. You can turn auto-reload off, or remove the card, at any time from the Credits page, and no charge is made after you do.
• Unused credits on termination. Unused credits are forfeited upon voluntary account deletion or termination for violation of these Terms.
• Fair use of AI processing. Each credit includes about $0.75 of AI work: enough to build a trip and read about four suppliers' invoices into it. The trip shows how much of that it has used. If a very heavy trip needs more, Creo tells you and asks before a second credit is used on that same trip. It never takes one without asking.

22. Copyright Infringement

We respect the intellectual property rights of others and expect you to do the same. Photographs and other material you upload to a proposal must be yours to use.

Notice of claimed infringement. If you believe that material on the Services infringes a copyright you own or control, send a written notice to support@creoproposals.com containing: (1) a physical or electronic signature of the copyright owner or a person authorized to act on their behalf; (2) identification of the copyrighted work claimed to have been infringed; (3) identification of the material claimed to be infringing and information reasonably sufficient to permit us to locate it, such as the proposal link on which it appears; (4) your name, address, telephone number, and email address; (5) a statement that you have a good-faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law; and (6) a statement, made under penalty of perjury, that the information in the notice is accurate and that you are the copyright owner or are authorized to act on the owner's behalf.

What we do. On receipt of a notice that substantially complies with the above, we will remove or disable access to the material and notify the account that uploaded it. Anyone who knowingly and materially misrepresents that material is infringing, or that it was removed by mistake, may be liable for damages under 17 U.S.C. § 512(f).

Counter-notice. If you believe material you uploaded was removed by mistake or misidentification, you may send a written counter-notice to support@creoproposals.com containing: (1) your physical or electronic signature; (2) identification of the material that was removed and the location at which it appeared before removal; (3) a statement, made under penalty of perjury, that you have a good-faith belief the material was removed as a result of mistake or misidentification; and (4) your name, address, and telephone number, and a statement that you consent to the jurisdiction of the federal district court for the judicial district in which your address is located (or, if outside the United States, any judicial district in which we may be found) and that you will accept service of process from the person who provided the original notice or their agent. Unless the original claimant notifies us within ten (10) business days that they have filed an action seeking a court order against you, we may restore the material within ten (10) to fourteen (14) business days of receiving a valid counter-notice.

Repeat infringers. We will terminate, in appropriate circumstances, the accounts of users who are the subject of repeated valid notices of infringement or who we otherwise determine to be repeat infringers.

23. Where the Services Are Offered

The Services are intended for users in the United States and Canada. We do not direct the Services to users in the European Economic Area, the United Kingdom, or Switzerland, and we do not offer the data-processing terms those regimes require. If you access the Services from elsewhere, you do so on your own initiative and are responsible for compliance with local law.

24. Your Clients' Information

As between you and Creo Proposals, you are responsible for the personal information of your clients that you upload or that your clients provide through a shared proposal. You represent that you have the authority and any necessary consents to provide that information to us. We process it solely to provide the Services to you and on your instruction, as described in our Privacy Policy.

That includes what the people you share a trip with give us through its link — the email address they open it with, a name, comments, option picks and acceptances — which we record, pass on to you, and use to send them the emails the Services send on your behalf, such as an acceptance confirmation or your reply to a comment. It also includes the "Limited mobility" and "Dietary needs" options on a new itinerary, which may say something about a traveler's health: use them, and the notes you write, only for what the trip needs.

25. Force Majeure

Neither party is liable for any failure or delay in performing its obligations caused by circumstances beyond its reasonable control, including acts of God, natural disaster, epidemic, war, terrorism, civil unrest, labour dispute, government action, failure of the public internet or of telecommunications, power failure, or the failure or interruption of a third-party service the Services depend on. This does not excuse an obligation to pay an amount already due.

26. Miscellaneous

These Legal Terms and any policies or operating rules posted by us on the Services constitute the entire agreement and understanding between you and us. If any provision or part of a provision of these Legal Terms is determined to be unlawful, void, or unenforceable, that provision is deemed severable and does not affect the validity and enforceability of any remaining provisions.

No third-party beneficiaries. These Legal Terms are between you and us. No other person — including your clients, the people you share a proposal with, and your suppliers — is an intended beneficiary of them or acquires any right to enforce them.

Survival. Sections 2, 3, 11, 12, 14, 15, 16, 17, 18, and this Section 26 survive any expiry or termination of these Legal Terms, as does any payment obligation that arose before it.

Waiver. Our failure to enforce any provision of these Legal Terms is not a waiver of it, and a waiver on one occasion is not a waiver on any other.

Assignment. We may assign these Legal Terms, in whole or in part, to an affiliate or to a successor entity in connection with a reorganization, merger, or sale of assets. You may not assign these Legal Terms without our written consent.

27. Changes to These Terms

We may change these Legal Terms. Each version is published on this page with its date, and earlier versions stay available.

Material changes. If a change is material — for example, one that gives you a new obligation, narrows a promise we make to you, or changes how we handle your data — you will be asked to agree to the new version, with a short summary of what changed, the next time you use the Services, and you cannot continue using them until you do. We record your agreement as our Privacy Policy describes. A material change applies to you from the moment you agree to it. If you do not agree, stop using the Services: you can sign out from that screen, and you can still ask us at support@creoproposals.com to export or delete your data.

Other changes. Corrections and clarifications that change nothing you have agreed to are published here with a new date, and you are not asked to agree again.

28. Contact Us

To resolve a complaint regarding the Services or to receive further information regarding use of the Services, please contact us at:

Creo Proposals
Email: support@creoproposals.com
Website: https://creoproposals.com