Skip to main content

Terms of Service

Effective date: April 28, 2026

Permissio, Inc.


1. Agreement

These Terms of Service ("Agreement") govern access to and use of the Permissio Services provided by Permissio, Inc. ("Permissio," "we," "us," or "our"). By creating an account, using the Services, or accessing the API, the person or entity accepting these Terms ("Customer") agrees to be bound by this Agreement. If a signed order form, master subscription agreement, or separately negotiated agreement applies, that document controls to the extent of any conflict with these Terms.

If you are accepting on behalf of an organization, you represent that you have authority to bind that organization.


2. Definitions

"Services" means the Permissio hosted electronic signature, document workflow, API, developer, dashboard, signer, webhook, email, audit, storage, billing, and support services, including any updates, improvements, or new features Permissio makes available.

"Customer" means the person or entity that creates an account, signs an order form, or uses the Services.

"Authorized User" means an individual permitted by Customer to access the Services on Customer's behalf.

"Customer Content" means documents, templates, envelope data, recipient information, signer information, signature fields, metadata, form submissions, webhook configuration, API payloads, and other content submitted to the Services by or on behalf of Customer.

"Customer Personal Data" means personal data included in Customer Content and processed by Permissio on behalf of Customer.

"Documentation" means Permissio user guides, API documentation, developer documentation, technical instructions, and related materials.

"Agreement" means these Terms of Service together with any applicable order forms, the Data Processing Addendum, and the Data Protection and Security Addendum.


3. Services

Permissio provides hosted electronic signature, document workflow, API, developer, dashboard, signer, webhook, email, audit, storage, billing, and support services. Permissio may modify the Services from time to time, provided that modifications do not materially reduce the core functionality of a paid subscription during its then-current subscription term.


4. Accounts and Authorized Users

Customer is responsible for its accounts, workspaces, administrators, Authorized Users, API keys, personal access tokens, webhook endpoints, templates, envelopes, signing workflows, and Customer Content. Customer must ensure that Authorized Users keep credentials secure and do not share access except as permitted by the Documentation and Customer's own policies. Customer is responsible for all activity under its account except activity caused by Permissio's breach of this Agreement.


5. Customer Content

Customer retains all rights in Customer Content. Customer grants Permissio a limited, non-exclusive, worldwide license to host, process, transmit, display, store, copy, render, stamp, archive, and otherwise use Customer Content solely to provide, secure, support, and improve the Services and as otherwise permitted by this Agreement.

Customer represents that it has all rights and permissions necessary to submit Customer Content to the Services and to authorize Permissio to process it.


6. Electronic Signatures

Permissio provides technology that enables electronic signature workflows. Customer is responsible for determining whether a workflow, document, signer authentication method, recipient process, retention period, and audit evidence package are appropriate for Customer's legal, regulatory, and business requirements.

Permissio does not provide legal advice and does not guarantee that any particular document, transaction, signature, consent, or record will be legally enforceable in any jurisdiction. Customer is responsible for excluding documents or transactions that applicable law does not permit to be executed electronically or that require a specialized signature service not included in the Services.


7. API and Developer Use

Customer may use Permissio APIs, SDKs, embed tools, and developer documentation only as permitted by this Agreement and the Documentation. Customer must: protect API keys and secrets; use sandbox and live environments appropriately; implement webhook signature verification; maintain accurate endpoint URLs; comply with rate limits and technical restrictions; and not use the API in a way that harms the Services or other customers.


8. Security Responsibilities

Permissio will maintain reasonable administrative, technical, and organizational safeguards as described in the Data Protection and Security Addendum. Customer is responsible for configuring roles and permissions, managing user access, enforcing internal security policies, rotating credentials when appropriate, reviewing audit logs, and ensuring that recipients and signers are correctly identified.


9. Restrictions

Customer may not:

  • Reverse-engineer or decompile the Services except to the extent permitted by law
  • Access the Services to build a competing product or benchmark against the Services without Permissio's consent
  • Interfere with the security, integrity, availability, or performance of the Services
  • Attempt unauthorized access to any account, system, or network
  • Upload malware, ransomware, viruses, or harmful code
  • Use the Services for unlawful, deceptive, abusive, or fraudulent activity
  • Transmit regulated data not permitted under Section 10
  • Remove proprietary notices or branding from the Services
  • Bypass usage limits, billing controls, rate limits, or other technical restrictions
  • Use the Services in violation of export control or sanctions laws

10. Prohibited Data

Unless expressly authorized by a separate signed agreement, Customer may not submit to the Services:

  • Protected Health Information subject to HIPAA
  • Payment card data subject to PCI DSS (other than payment information processed directly by the payment processor)
  • Government classified information or Criminal Justice Information
  • Biometric data requiring special handling under applicable law
  • Personal information of children requiring special processing terms
  • Other sensitive data categories that require controls not provided in the standard Services

11. Fees, Payment, and Taxes

Customer will pay all fees stated in the applicable order form, checkout flow, plan page, or billing terms. Fees are non-refundable except as expressly stated in this Agreement or required by law. Permissio may suspend or limit access for overdue undisputed fees after reasonable notice.

Fees do not include taxes. Customer is responsible for all applicable taxes, duties, levies, and similar governmental assessments, excluding taxes based on Permissio's net income.


12. Subscription Term and Renewal

Subscriptions begin on the effective date stated in the order form or checkout flow. Subscriptions renew automatically unless canceled in accordance with the applicable plan or order form terms.


13. Suspension and Termination

Permissio may suspend access if Customer fails to pay undisputed fees, violates this Agreement, creates a security risk, causes service disruption, uses the Services unlawfully, or if suspension is required by law. Permissio will provide reasonable notice before suspension where practicable.

Either party may terminate this Agreement for material breach if the breach is not cured within thirty (30) days after written notice. Permissio may terminate immediately for unlawful use, security compromise, or repeated violations of this Agreement or the Acceptable Use Policy.

Customer may terminate its account at any time from Settings → General.


14. Data Protection

The Data Processing Addendum applies to Permissio's processing of Customer Personal Data on behalf of Customer. The Data Protection and Security Addendum describes baseline security measures applicable to the Services.


15. Confidentiality

Each party may receive confidential information from the other party in connection with this Agreement. The receiving party will: (a) use the same degree of care it uses to protect its own similar confidential information, but not less than reasonable care; and (b) use confidential information only to perform obligations or exercise rights under this Agreement.

Confidentiality obligations do not apply to information that is: publicly available without breach; known to the receiving party before disclosure; independently developed without use of confidential information; or lawfully received from a third party without duty of confidentiality.


16. Intellectual Property

Permissio and its licensors retain all rights in the Services, software, documentation, designs, APIs, SDKs, workflows, analytics, Permissio-supplied templates, and related technology. No rights are granted except as expressly stated in this Agreement. Customer retains ownership of Customer Content.

Customer feedback may be used by Permissio without restriction or obligation, provided that Permissio does not identify Customer as the source without permission.


17. Disclaimers

Except as expressly stated in this Agreement, the Services are provided "as is" and "as available." To the maximum extent permitted by law, Permissio disclaims all warranties, whether express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, and any warranty arising from course of dealing or usage of trade.


18. Limitation of Liability

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost business, loss of goodwill, or loss of data, even if advised of the possibility of such damages.

To the maximum extent permitted by law, Permissio's total aggregate liability for all claims arising out of or related to this Agreement — including claims relating to the Services, Customer Content, privacy, security, data protection, data breach, service availability, support, and performance — will not exceed the total fees paid and payable by Customer for the affected Services during the twelve (12) months immediately preceding the first event giving rise to liability.

For free, beta, sandbox, trial, or evaluation use, Permissio's total aggregate liability will not exceed one hundred dollars (USD $100).

These limitations apply regardless of the legal theory — including contract, tort, negligence, strict liability, statute, privacy law, data protection law, and equity — except to the extent prohibited by applicable law.


19. Indemnification

Customer will defend, indemnify, and hold harmless Permissio and its officers, directors, employees, and agents from third-party claims, damages, and costs arising from: Customer Content; Customer's applications or integrations; Customer's violation of law; Customer's misuse of the Services; or Customer's breach of this Agreement.

Permissio will defend Customer from third-party claims alleging that the Services, as provided by Permissio and used in accordance with this Agreement, infringe a United States patent, copyright, or trademark, and will pay finally awarded damages or approved settlement amounts, subject to the liability cap in Section 18.


20. Governing Law and Disputes

This Agreement is governed by the laws of the State of Texas, without regard to conflict-of-law rules. The parties consent to the exclusive jurisdiction of the state and federal courts located in Texas for resolution of any dispute arising under this Agreement that is not resolved by good-faith negotiation.


21. Changes to Terms

Permissio may update these Terms from time to time. Material updates will be communicated through the website, application, email, or other reasonable means. Updates will not materially reduce paid subscription rights during the current subscription term unless required by law or necessary for security, compliance, or service integrity.

Continued use of the Services after the effective date of an update constitutes acceptance of the updated Terms.


22. General

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions continue in full force. This Agreement constitutes the entire agreement between the parties regarding its subject matter and supersedes all prior agreements. Waiver of any provision must be in writing. Permissio may assign this Agreement in connection with a merger, acquisition, or sale of assets.


23. Contact

Legal notices: legal@permissio.us