Quote Portals policies

Clear expectations protect both sides.

These plain-English policies explain setup, billing, refunds, cancellation, support, and data handling before a business pays for Quote Portals. A written agreement or invoice can add project-specific terms.

Last updated: July 21, 2026

What setup includes

A configured quote page, owner dashboard, callback cards, email notifications, test request, QR code, and launch copy for one business.

What it does not include

Guaranteed leads, ads, SEO, scheduling, invoices, automatic pricing, custom software, or replacing a full CRM.

How billing works

Current pricing is $399 for setup and $59 per month for hosting and support. The $59 monthly hosting and support subscription begins only after Quote Portals completes the portal, the customer receives and tests the handoff link, and the customer explicitly approves and activates the portal through the handoff flow.

How cancellation works

Monthly support can be canceled. Setup refunds depend on whether internal testing, handoff prep, or launch has already happened.

Setup and Launch

Setup begins after payment or deposit is confirmed and the setup packet has enough usable business information to build the first portal.

The first version is built from the business details, services, quote questions, branding, contact settings, and launch channels provided during intake.

The first portal may be created in test mode before handoff. The setup deposit is considered earned when Quote Portals completes the internal test and prepares the portal for handoff, not merely when a draft portal is generated.

Before launch, the business receives a review link to test the customer quote page, owner dashboard, launch kit, and one mock quote request.

Reasonable wording, service, color, and configuration corrections are included before launch. New workflows, integrations, custom domains, or larger feature requests may need separate scope and pricing.

A portal can stay in test mode until launch activation is complete. Test mode is for review only and is not intended for live customer use.

The $59 monthly hosting and support subscription begins only after Quote Portals completes the portal, the customer receives and tests the handoff link, and the customer explicitly approves and activates the portal through the handoff flow.

Refunds

If the portal has not reached internal test complete, setup payments can usually be refunded when the request is made promptly.

Once internal testing is complete, the setup deposit covers reserved time, configuration, review prep, the first portal build, and internal testing.

If the business paid the full setup amount and decides not to launch after internal testing is complete, we can review whether unused launch balance should be refunded.

If Quote Portals cannot deliver a working first portal because of an issue on our side, we will first try to fix the issue. If we cannot reasonably fix it, we will work out a fair partial or full refund based on the work completed.

Setup payments are not refunded because the business chooses not to publish the link, does not add it to messages/profiles/materials, expected guaranteed new leads, or wants features outside the agreed quote-portal scope.

After internal test completion, launch approval, activation, or real customer use, setup is considered delivered. Monthly hosting/support can still be canceled to stop future renewals.

Monthly Hosting and Support

Monthly support keeps the hosted quote page, owner dashboard, email notifications, launch kit, and core portal workflow available for the business.

Included support covers login help, bug reports, portal availability issues, small copy/service edits, simple launch-kit help, and minor configuration changes.

Monthly support does not include advertising, SEO services, customer service for the business's customers, custom development, new integrations, full website work, design retainers, or unlimited admin labor.

Email support is included. Quote Portals is founder-operated, so customers communicate directly with Ethan. He makes a good-faith effort to respond promptly, troubleshoot product issues, and help improve the customer experience.

Support is handled directly by email at hello@quoteportals.com. Include the business name and quote-page link when available so the request can be matched to the correct portal.

Cancellation and Data

A business can cancel monthly hosting/support through Stripe billing or by contacting Quote Portals for help.

After cancellation, the portal remains available through the current paid period unless there is abuse, fraud, security risk, non-payment, or another serious issue.

Quote request data belongs to the business that owns the portal. If a business cancels, it can request an export of basic quote request data.

A business can request an export or deletion review by emailing hello@quoteportals.com. Quote Portals will verify the request and explain the available export or deletion steps.

Quote Portals does not store payment card numbers. Card details are handled by Stripe.

Business Responsibilities

The business is responsible for accurate business information, truthful service claims, correct contact details, and responding to its own customers.

Trust badges, response expectations, service areas, licensing claims, insurance claims, reviews, and experience claims should only be used when they are accurate.

The business must have the right to use any logo, photos, text, or brand assets submitted for the portal.

The business is responsible for pricing, scheduling, payment collection from its customers, service delivery, and any local licensing or legal requirements for its trade.

Availability and Limits

Quote Portals uses third-party services for hosting, payments, email, database, and storage. We aim to keep the portal reliable, but no web service is guaranteed to be interruption-free.

Photo uploads and storage are subject to reasonable limits so the portal stays fast and affordable.

We may pause or deactivate portals used for spam, abuse, illegal activity, misleading claims, unpaid service, security risk, or activity that could harm other businesses on the platform.

Questions before payment?

Ask before paying if a setup, refund, cancellation, support, or scope detail is unclear. Written clarification matters more than guessing.

Operator and contact

Quote Portals is operated by Ethan J Magaoay in Los Baños, California.

Support: hello@quoteportals.com.