Terms of Service

Effective date: May 13, 2026

Last updated: September 16, 2026

These Terms of Service ("Terms") govern your use of the foliosolutions.net website (the "Website") and the Folio managed packages and related services (the "Services"), provided by Folio Solutions LLC ("Folio," "we," "us," or "our"), a Michigan limited liability company.

Acceptance. These Terms apply as follows:

• Website. By accessing or using the Website, or by signing up for our waitlist or mailing list, you agree to the Website Terms in Section 12. The other Sections of these Terms do not apply to your use of the Website unless you are also a Customer.
• Services. By purchasing or subscribing to the Services (including by signing an order form or accepting an offer through the Salesforce AgentExchange Go-To-Market App), or by installing or using the Services (including for a trial), you agree to all of these Terms. The person or entity that does so is the "Customer."

If you are agreeing to these Terms on behalf of an entity, you represent that you have authority to bind that entity, and "Customer" refers to that entity. "You" and "your" refer to the person or entity agreeing to these Terms in the applicable context.

1. The Services

1.1 Description

Folio provides Folio Docs, a managed package offered as a paid subscription and distributed through the Salesforce AgentExchange (formerly AppExchange). The Services also include associated documentation, support, and updates.

1.2 Access

Subject to these Terms and payment of any applicable fees, Folio grants Customer access to the Services for the duration of the active subscription, in accordance with the number of Seats purchased (see Section 2.5).

1.3 Updates and Changes

Folio may update, modify, or enhance the Services from time to time. Material changes that materially reduce functionality will be communicated to active customers in advance where reasonably practicable.

2. License Grant

2.1 License

Subject to these Terms and payment of any applicable fees, Folio grants Customer a limited, non-exclusive, non-transferable, non-sublicensable license during the subscription term to install and use the Folio managed package within Customer's Salesforce organization(s), solely for Customer's internal business purposes and in accordance with the number of Seats purchased under Section 2.5.

2.2 Restrictions

Customer will not, and will not permit any third party to:

• Reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code, structure, or algorithms of the Services, except to the extent expressly permitted by applicable law;
• Modify, adapt, translate, or create derivative works of the Services;
• Copy, sell, resell, lease, license, sublicense, distribute, or commercially exploit the Services, except as expressly authorized;
• Remove, alter, or obscure any proprietary notices in the Services;
• Use the Services to develop, build, or improve a competing product or service;
• Use the Services in violation of applicable law or any third-party rights;
• Circumvent or attempt to circumvent any usage limits, license enforcement, or technical restrictions in the Services, including the Seat restrictions in Section 2.5.

2.3 Reservation of Rights

Folio retains all right, title, and interest in and to the Services, including all intellectual property rights. No rights are granted other than those expressly set out in these Terms.

2.4 Sandbox and Trial Use

Installation and use of Folio Docs in a Salesforce sandbox is permitted at no additional charge for the duration of the production subscription. Trial licenses, where offered, are subject to the trial period specified at the time of installation and these Terms.

2.5 Authorized Users and Seats

Each user license purchased by Customer (a "Seat") may be assigned to only one named individual (an "Authorized User"). Each Authorized User must access the Services through their own individual Salesforce user account and credentials. Customer will not, and will not permit anyone to:

• Share a Salesforce login or credentials assigned to a Seat between two or more individuals;
• Rotate or pool a single Seat among multiple individuals;
• Use integration users, service accounts, automated processes, AI agents, portal, community, or guest users, or any other technical means to provide Services functionality to individuals who are not Authorized Users or otherwise to avoid purchasing Seats.

Customer may reassign a Seat to a different individual when the original Authorized User permanently no longer requires access (for example, due to a change in role or end of employment). Automated processes, integrations, and AI agents configured by Customer may interact with the Services as described in Folio's published documentation, provided they are not used in a manner prohibited above. Documents, exports, and other output created by Authorized Users may be shared with and viewed by others outside the Services.

3. Customer Responsibilities

3.1 Account and Use

Customer is responsible for:

• Maintaining the security and confidentiality of authentication credentials and user accounts, and ensuring credentials are not shared (see Section 2.5);
• All activities that occur under Customer's accounts;
• Ensuring that authorized users comply with these Terms;
• Configuring the Services within Customer's Salesforce organization in accordance with documentation;
• Maintaining its own subscription with Salesforce, which is required to use the Services.

3.2 Customer Data

All document content and other Customer Data created or stored using the Folio managed packages is stored locally in custom objects within the Customer's own Salesforce organization. Folio does not host, replicate, mirror, or back up document content or records created with the Folio managed packages outside of the Customer's Salesforce org, and Folio does not maintain any separate copy of that managed-package content on its own infrastructure. Customer Data that Customer voluntarily transmits to Folio outside of the managed packages (for example, in support tickets, sales correspondence, or attachments) may be retained on Folio's business systems as described in this Section 3.2 and the Folio Privacy Policy.

Accordingly, Customer is solely responsible for the data stored in its Salesforce organization, whether in Folio managed-package objects or otherwise, including for:

• The accuracy, quality, and legality of Customer Data;
• Obtaining all necessary rights, consents, and authorizations to provide Customer Data to the Services;
• Backing up Customer Data and maintaining its own data retention, recovery, and continuity practices. The Services rely on the Salesforce platform and standard Salesforce data residency, and Folio does not maintain separate backups of customer-side data within Salesforce orgs.

If Customer Data is lost, deleted, corrupted, or otherwise rendered unrecoverable — whether as a result of uninstalling a Folio managed package, deleting records, any other action taken within the Customer's Salesforce org, the Salesforce platform itself, or any error, defect, bug, malfunction, or failure in the Services — Folio has no ability to reinstate or recover that data. To the fullest extent permitted by law, Customer assumes the risk of such loss, and Folio's liability for any such loss is limited as set out in Section 8 (Warranties and Disclaimers) and Section 10 (Limitation of Liability).

"Customer Data" means data, content, and information that Customer or its users submit to or store within the Services, excluding metadata and aggregated usage data generated by Folio in the operation of the Services.

3.3 Acceptable Use

Customer will not use the Services to:

• Store or transmit unlawful, infringing, harmful, or malicious content;
• Violate the privacy rights of any individual;
• Send spam or unsolicited communications;
• Transmit malware or attempt to gain unauthorized access to any system;
• Interfere with or disrupt the Services or other customers' use of the Services.

4. Fees and Payment

4.1 Fees

Customer will pay the fees set out in the applicable order, AgentExchange listing, or invoice. Unless otherwise stated, fees are quoted in U.S. dollars and are exclusive of taxes.

4.2 Billing and Renewal

Folio Docs subscriptions are billed for the term specified in the applicable order or AgentExchange listing. Subscription terms are flexible and may be of any length agreed at the time of purchase (for example, monthly, six-month, annual, or any other duration the parties agree to). For subscriptions purchased directly from Folio, including by order form, invoice, or a Folio-hosted checkout ("Direct Purchases"), unless cancelled prior to the renewal date, subscriptions automatically renew — by default for successive periods of the same length, or for a different renewal term if the parties have agreed to one in writing (including by email or in a renewal order). Renewal of Marketplace Purchases is governed by Section 4.7.

4.3 Late Payment

For Direct Purchases, fees not paid when due may accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law, and Folio may suspend the Services for any account with overdue fees after reasonable notice. Late payment for Marketplace Purchases is governed by Section 4.7.

4.4 Taxes

Customer is responsible for all applicable taxes, duties, and similar governmental assessments, excluding taxes based on Folio's net income.

4.5 Refunds

Except as expressly provided in these Terms or required by law, fees are non-refundable, including for Marketplace Purchases. No refund is owed if Folio suspends the Services under Section 5.5 or terminates these Terms or a subscription under Section 5.3 for Customer's uncured material breach. This Section does not limit any refund Salesforce itself provides under the Marketplace Terms.

4.6 Excess Use

If use of the Services exceeds the number of Seats purchased, including through any use prohibited by Section 2.5 ("Excess Use"), Customer will pay fees for each additional individual for the full period of Excess Use (the "True-Up") at Folio's then-current list price, plus, for Direct Purchases, interest under Section 4.3 from the dates those fees would have been due. If the start of Excess Use cannot reasonably be determined from records available to either party, it will be deemed to have begun on the later of (a) the start of the current subscription term and (b) twelve months before Folio's written notice. Customer will also purchase Seats sufficient for continued use through the end of the term at the per-Seat price in Customer's applicable order, or reduce use to the number of Seats purchased. Upon Folio's reasonable written request, no more than once in any 12-month period, Customer will certify in writing the number of individuals who used the Services. Excess Use is not an uncured breach under Section 5.3 if, within 30 days of Folio's written notice, Customer pays the True-Up and brings use into compliance.

4.7 Marketplace Purchases

"Marketplace" means the Salesforce AgentExchange, including the AgentExchange Go-To-Market App and any other or successor Salesforce purchasing channel. A "Marketplace Purchase" is any Folio subscription purchased through the Marketplace. "Marketplace Terms" means the terms Salesforce makes applicable to a Marketplace Purchase. For each Marketplace Purchase:

• (a) fees, invoicing, payment, taxes, late payment, and renewal are governed by the Marketplace Terms and the applicable offer, which control over Sections 4.1 through 4.4 to the extent of any conflict;
• (b) if neither the Marketplace Terms nor the applicable offer provides for automatic renewal, the subscription ends at the end of its term unless repurchased;
• (c) payments to Folio relating to that subscription, including for additional Seats and any True-Up under Section 4.6, will be made through the Marketplace for as long as the Marketplace Terms require; and
• (d) these Terms govern all other aspects of Customer's access to and use of the Services.

5. Term and Termination

5.1 Term

These Terms commence on the date Customer first purchases, subscribes to, or installs the Services and continue until terminated as set out below.

5.2 Termination for Convenience

Customer may cancel a Folio Docs subscription at any time. Cancellation takes effect at the end of the then-current paid term, and Customer remains entitled to use the Services through the end of the period that has been paid for. Termination for convenience is not an early termination and does not entitle Customer to a refund of any prepaid fees. Folio may decline to renew a subscription at the end of the then-current paid term on 30 days' notice.

5.3 Termination for Cause

Either party may terminate these Terms immediately for material breach by the other party that is not cured within 30 days of written notice.

5.4 Effect of Termination

Upon termination:

• Customer's license to use the terminated Services ends;
• If a Folio Docs subscription is terminated, Customer must stop using Folio Docs functionality and may uninstall the managed package from its Salesforce organization(s). Customer is reminded that all document content and other data created with the Folio managed package is stored locally in the Customer's Salesforce org, and that uninstalling the package may result in permanent loss of that data. Folio does not back up Customer Data and cannot reinstate any data that is lost as a result of uninstall (see Section 3.2);
• Customer Data will be handled in accordance with the Data Processing Addendum;
• Provisions that by their nature should survive termination (including Sections 2.3, 4 (with respect to fees accrued before termination, including under Section 4.6), 6, 7, 8, 9, 10, and 11) survive.

5.5 Suspension

Folio may suspend Customer's access to the Services, in whole or in part, if Customer materially breaches Section 2.2, 2.5, or 4.6 and does not cure the breach within 30 days of Folio's written notice. Folio will restore access promptly after the breach is cured. Suspension does not relieve Customer of its payment obligations.

6. Confidentiality

6.1 Confidential Information

"Confidential Information" means non-public information disclosed by one party ("Discloser") to the other ("Recipient") that is identified as confidential or that the Recipient should reasonably understand to be confidential. Folio's Confidential Information includes the Services and any non-public technical or business information about the Services.

6.2 Obligations

Recipient will:

• Use Confidential Information solely to perform under these Terms;
• Protect it with at least the same care it uses for its own similar information, and no less than reasonable care;
• Not disclose it to third parties without Discloser's consent, except to its personnel and advisors with a need to know who are bound by similar confidentiality obligations.

6.3 Exceptions

Confidential Information does not include information that is or becomes publicly known through no fault of Recipient, was rightfully known before disclosure, is independently developed without reference to Confidential Information, or is rightfully obtained from a third party without restriction.

7. Privacy and Data Protection

7.1 Privacy Policy

Folio's collection and use of personal information is governed by the Folio Privacy Policy at foliosolutions.net/privacy.

7.2 Data Processing Addendum

The Folio Data Processing Addendum at foliosolutions.net/dpa is incorporated into these Terms by reference and applies to the processing of personal data subject to applicable data protection laws.

7.3 Sub-processors

A current list of sub-processors is maintained at foliosolutions.net/sub-processors.

8. Warranties and Disclaimers

8.1 Mutual Warranties

Each party represents that it has the right to enter into these Terms and to perform its obligations.

8.2 Folio Warranty

Folio warrants that Folio Docs will materially conform to its published documentation. Customer's exclusive remedy, and Folio's sole liability, for breach of this warranty is, at Folio's option, correction of the non-conforming Services or termination of the affected subscription with a pro-rata refund of prepaid fees for the unused portion. This remedy is also Customer's sole and exclusive remedy for any claim arising from errors, defects, bugs, malfunctions, or other failures in the Services, including any resulting loss, deletion, or corruption of Customer Data, in each case subject to the limitations in Section 10.

8.3 Disclaimer

EXCEPT AS EXPRESSLY SET OUT IN THESE TERMS, THE SERVICES AND WEBSITE ARE PROVIDED "AS IS" AND "AS AVAILABLE." FOLIO DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. FOLIO DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT THE SERVICES WILL MEET CUSTOMER'S REQUIREMENTS.

8.4 Salesforce Platform

The Services run on the Salesforce platform. Folio is not responsible for issues caused by the underlying Salesforce platform, including platform downtime, governor limits, or platform changes.

9. Indemnification

9.1 By Folio

Folio will defend Customer against any third-party claim that the Services, as provided by Folio and used in accordance with these Terms, infringe a third party's intellectual property rights, and will pay damages and costs finally awarded against Customer (or agreed in settlement). Folio's obligations do not apply to claims arising from: (a) modifications to the Services not made by Folio; (b) combination of the Services with non-Folio products or data; (c) use of the Services in violation of these Terms; or (d) Customer Data.

9.2 By Customer

Customer will defend Folio against any third-party claim arising from Customer Data, Customer's breach of these Terms, or Customer's use of the Services in violation of applicable law, and will pay damages and costs finally awarded against Folio (or agreed in settlement).

9.3 Procedure

The indemnified party will promptly notify the indemnifying party of the claim, give the indemnifying party sole control of the defense and settlement (provided that no settlement requires the indemnified party to admit liability or pay money without its consent), and provide reasonable cooperation.

10. Limitation of Liability

10.1 Exclusion of Damages

TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS, ARISING OUT OF OR RELATING TO THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

10.2 Cap

EACH PARTY'S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE FEES PAID OR PAYABLE BY CUSTOMER TO FOLIO IN THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

10.3 Exceptions

Subject to Section 10.5, the limitations in this Section 10 do not apply to: (a) Customer's payment obligations; (b) either party's indemnification obligations; (c) breach of confidentiality obligations resulting in unauthorized disclosure to third parties; or (d) liability that cannot be excluded or limited under applicable law.

10.4 Application to Defects and Data Loss

For the avoidance of doubt, the exclusions and caps in this Section 10 apply to all claims arising out of or relating to these Terms or the Services, including claims arising from errors, defects, bugs, malfunctions, downtime, or other failures in the Services, and any resulting loss, deletion, or corruption of Customer Data. Customer's exclusive remedy and Folio's sole liability for any such claim are as set out in Section 8.2 and this Section 10.

10.5 Super-Cap on Indemnification

Notwithstanding Section 10.3, Folio's total cumulative liability for its indemnification obligations under Section 9.1 will not exceed two times (2×) the fees paid by Customer to Folio in the 12 months preceding the event giving rise to the claim. This super-cap does not limit Customer's indemnification obligations under Section 9.2.

11. General

11.1 Governing Law and Venue

These Terms are governed by the laws of the State of Michigan, without regard to its conflict of law principles. The parties consent to the exclusive jurisdiction of the state and federal courts located in Kent County, Michigan, for any action arising out of or relating to these Terms, except that either party may seek injunctive relief in any court of competent jurisdiction.

11.2 Trademarks

Folio, the Folio logo, and Folio Docs are trademarks of Folio Solutions LLC. Folio Solutions is an independent Salesforce ISV (independent software vendor) partner and distributes its managed packages through the Salesforce AgentExchange (formerly AppExchange). Salesforce, AgentExchange, AppExchange, and other Salesforce-related marks are trademarks of Salesforce, Inc., used in accordance with Salesforce's partner trademark guidelines. The Services are developed, owned, and supported solely by Folio Solutions LLC; they are not authored, owned, or supported by Salesforce, Inc., and Salesforce, Inc. does not endorse any Folio Solutions LLC product.

11.3 Publicity

Folio may identify Customer as a customer of Folio (including by name and logo) in marketing materials, subject to any reasonable trademark usage guidelines Customer provides. Customer may opt out by emailing legal@foliosolutions.net.

11.4 Force Majeure

Neither party is liable for any delay or failure to perform (other than payment obligations) caused by events beyond its reasonable control, including acts of God, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, network or platform outages, strikes, or shortages of transportation, facilities, fuel, energy, labor, or materials.

11.5 Assignment

Neither party may assign these Terms without the other's prior written consent, except that either party may assign without consent to a successor in connection with a merger, acquisition, reorganization, or sale of all or substantially all assets, provided the successor agrees in writing to be bound. Any other attempted assignment is void.

11.6 Notices

Notices to Folio must be sent to legal@foliosolutions.net. Notices to Customer may be sent to the email address associated with Customer's account.

11.7 Entire Agreement

These Terms, together with the documents incorporated by reference (Privacy Policy, DPA, Sub-processor list, and any order forms or offers accepted through the Marketplace, as defined in Section 4.7), constitute the entire agreement between the parties regarding the Services and supersede all prior or contemporaneous agreements on the subject. If an order form or Marketplace offer expressly states that it overrides a specific provision of these Terms, that order or offer controls for that purchase; otherwise, these Terms control. Any pre-printed or click-through terms in Customer purchase orders or vendor portals are rejected and have no effect.

11.8 Modifications

Folio may update these Terms from time to time. Material changes will be notified to active customers at least 30 days before they take effect. Continued use of the Services after the effective date of an update constitutes acceptance.

11.9 Severability

If any provision of these Terms is held unenforceable, the remaining provisions will continue in full force, and the unenforceable provision will be modified to the minimum extent necessary to make it enforceable.

11.10 No Waiver

No failure or delay in exercising any right is a waiver of that right.

11.11 Independent Contractors

The parties are independent contractors. These Terms do not create any partnership, joint venture, agency, or employment relationship.

11.12 Export Compliance

Customer will comply with all applicable export and re-export control laws and regulations and will not access the Services from any U.S.-embargoed country or for any purpose prohibited by U.S. law.

11.13 U.S. Government Rights

The Services are "commercial items" as defined in FAR 2.101. Use, duplication, or disclosure by the U.S. Government is subject only to the rights granted under these Terms.

12. Website Terms

12.1 Use of the Website

You may use the Website to learn about, evaluate, and obtain the Services and related resources. You will not use the Website in violation of applicable law; attempt to gain unauthorized access to, interfere with, or disrupt the Website; or use automated means to scrape or copy substantial portions of the Website, except for standard search engine indexing and any machine-readable resources Folio publishes for that purpose.

12.2 Website Content

The Website and its content, including the Help Center and blog, are owned by Folio or its licensors and are provided for general informational purposes. Folio may change or remove Website content at any time. Blog posts, marketing materials, and other Website content that is not Help Center documentation for the Services do not create any warranty or commitment regarding the Services.

12.3 Waitlist and Promotional Offers

Signing up for the waitlist does not obligate you or Folio to enter into any purchase. Any waitlist discount or promotional offer is subject to the terms stated with the offer, and Folio may change or withdraw it until it is included in a signed order form or an accepted Marketplace offer.

12.4 Disclaimer and Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, THE WEBSITE AND ITS CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND. TO THE FULLEST EXTENT PERMITTED BY LAW, FOLIO WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF YOUR USE OF THE WEBSITE, AND FOLIO'S TOTAL LIABILITY ARISING OUT OF YOUR USE OF THE WEBSITE WILL NOT EXCEED ONE HUNDRED U.S. DOLLARS (US$100).

12.5 Other Applicable Terms

Sections 7.1 (Privacy Policy), 11.1 (Governing Law and Venue), 11.2 (Trademarks), 11.4 (Force Majeure), 11.9 (Severability), and 11.10 (No Waiver) also apply to your use of the Website. Folio may update these Website Terms at any time by posting a revised version, and your continued use of the Website after posting constitutes acceptance. For Customers, Section 11.8 governs changes to the other Sections of these Terms.

Contact

For questions about these Terms:

Email: legal@foliosolutions.net
Mailing address:
Folio Solutions LLC
1971 E Beltline Ave NE, STE 106 — 1868
Grand Rapids, MI 49525