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RECEIPTING FOR SALESFORCE

TERMS AND CONDITIONS

These Receipting for Salesforce Terms and Conditions, prepared by Pllenty Inc. (“Pllenty”), are part of the agreement between you (the “Customer”) and Pllenty allowing you as the Customer to use the Pllenty Receipting for Salesforce Products purchased by you on this website (the “Site”).  These Terms and Conditions (as defined below) together with the other items set out below as part of the Agreement constitute the entire agreement between Pllenty and the Customer.

Pllenty reserves the right, in its sole discretion, to update, revise, supplement, and modify our Terms and Conditions. We will notify you of any changes to these Terms and Conditions by posting any revised versions on our Site. Your continued enrolment and usage of our Products (as defined below) after such modifications have been posted shall indicate your acceptance of and agreement to be bound by all updated terms. It is your responsibility to regularly review our Terms and Conditions.

RECITALS

  1. Pllenty is engaged in the business of facilitating online financial transactions through software products delivered on a software-as-a-service (“Saas”) basis.
  2. Pllenty’s customers can download its products and install them on the customer’s proprietary network.
  3. Pllenty’s offers one or more of its products designed to integrate with software, online services, and other applications from Salesforce, Inc. to enable the Customer to generate tax receipts for official charitable donations, along with any other related receipts as applicable, under the Income Tax Act (Canada) (“Products”, or individually a “Product”)
  4. The Customer wishes to purchase the Products and thereby become enrolled in an annual subscription to use the Product (“Subscription”), subject to the terms and conditions of this Agreement.

FOR GOOD AND VALUABLE CONSIDERATION, the receipt and sufficiency of which are hereby acknowledged, Pllenty shall provide the Customer with a Subscription for the Product in accordance with the terms and conditions set out herein.

1.    Composition of the Contract

The “Agreement” between the Customer and Pllenty will consist of:

1.1. A Subscription confirmation email from Pllenty to the Customer setting out the following information:

  • The date the Customer placed the order;
  • The Customer’s order number;
  • The billing address for the Customer;
  • Download link for the product purchased by the Customer (“Products”);
  • Details of the Product purchased, pricing information, payment terms, and the total amount owing for the Subscription; and (“Email Order Confirmation”)

1.2. These Receipting for Salesforce Terms and Conditions.

1.3. Pllenty’s Privacy Policy, which you and Pllenty hereby agreement to comply with pursuant to Section 1 (Personal Information) below.

1.4. Pllenty’s Website Terms of Use.

    The items identified in sections 1.1 – 1.4 above, defined to be part of the Agreement, shall constitute a single contract governing the relationship between Pllenty and the Customer.

    2.    Products 

    • Product Application: Commencing as of the date of this Agreement and continuing during its term, Pllenty shall, subject to the terms and conditions of this Agreement, grant the Customer a non-exclusive and non-transferable license to use the purchased Product through a Saas Application (“Application”). Pllenty will implement the Product for the Customer by providing instructions for set up. Information on each package can be found on the Site and in the Email Order Confirmation. Customers may upgrade their purchased Product to a different package at any time by contacting Pllenty or by utilizing any upgrade features made available by Pllenty on the Site.
    • Use Qualifications: The Customer acknowledges that the Product offered through the Application may only be used as follows:
    • The Application is a solution specifically designed for charities registered with the Canada Revenue Agency and legally entitled to issue tax receipts for authorized charitable donations.
    • The Customer may only use the Application if the Customer is already using the Salesforce Non-Profit Success Pack (NPSP), Non-Profit Cloud, or equivalent application offered by Salesforce.

    The Customer may only use the Product if it qualifies under the criteria above.

    • Free Trial Term: Pllenty shall provide the Product on a complimentary 30-day trial basis starting from the date of this Agreement (“Free Trial”). The Customer has the option to cancel the Product at any time before the Free Trial expires without incurring any charges. In the event a cancellation is not made before the Free Trial expiry, the Customer shall become enrolled in an annual subscription for the Product and billed monthly to the credit card the Customer provided on registration. The start of the Free Trial begins on the day the Product is downloaded.
    • Limitation of Tree Trial: Customers are only entitled to one Free Trial, and any returning Customers shall not be granted a Free Trial irrespective of any other factors. Customers will not be able to download any tax donation receipts during the Free Trial.
    • Term: Each Product is sold on a 12-month subscription basis which includes the Free Trial period. This Agreement shall enter into force on the commencement of the Free Trial (the “Effective Date”) and shall continue for a period of one year expiring the day before the anniversary of the Effective Date (“Expiry Date”). The period from the Effective Date to the Expiry Date shall be referred to herein as the “Initial Term”. Unless the Customer cancels the Initial Term upon written notice received by Pllenty thirty (30) days prior the Expiry Date, this Agreement shall be automatically extended for an indefinite perpetual one (1) year period on an annual basis (the “Renewal Term”).  During each Renewal Term, the Expiry Date shall be adjusted accordingly, and the Customer may cancel on thirty (30) prior written notice given in the same manner as contemplated in the Initial Term.
    • Use: Customer will have a limited right to use the Application solely for operating its non-profit organization in ordinary course. The Customer may only use the Application for the purpose for which the Product was designed. Customer shall not allow any third parties to copy, create a derivative work of, reverse engineer, reverse assemble, disassemble, or decompile the Application or any part thereof or otherwise attempt to discover any source code or modify the Application in any manner or form, nor permit any third party to frame, syndicate, distribute, replicate, or copy any portion of Pllenty’s Application. Unless registered as an Authorized User (as defined below) by the Customer, the Customer shall not permit any third parties to access the Application.
    • Access to Information – Upon expiry or termination of this Agreement, Application access, and Authorized User identification(s), password(s), etc. shall be deleted after 120 days.
    • Authorized User Access: The Customer shall be able to use the Product by accessing the Application and registering a login and password for each person using the Application (“Authorized User”). Authorized Users will only consist of employees or contractors of the Customer. Product pricing will vary with the number of Authorized Users. Authorized Users can be managed by the Customer inside their profile settings on the Application. It is the responsibility of the Customer and Authorized Users to keep confidential their login details and password. Pllenty will not be responsible for any unauthorized access resulting from an Authorized User disclosing their login and password information in contravention of this paragraph.
    • Representations or Warranties: Pllenty hereby represents and warrants that the Products that it delivers will conform to the description of the Products set out on its Site and in the Email Order Confirmation. Otherwise, Pllenty makes no representations and warranties about its Products and makes those Products available for purchase without recourse to, or liability from, Pllenty in any manner or circumstance.
    • Salesforce Terms and Conditions: For any portions of the Application that integrate with Salesforce, the Customer agrees to comply with Salesforce terms of use as listed on their website at salesforce.com.
    • Tax Receipt: The Customer is responsible for filling out the requisite forms on Pllenty’s Application to generate an official donation tax receipt for any charitable donation given to the Customer. All receipts shall be issued in accordance with the Canada Income Tax Act. Pllenty will provide updates to the Application as required to comply with the Income Tax Act and shall notify the Customer of any updates available.

    3.    Fees

    • Subscription Fee. The Subscription fees for the Products are set out on the Site and in the Email Order Confirmation.  All amounts payable pursuant to the terms of the Agreement shall be in Canadian Currency (CAD).  Pllenty reserves the right to change the Subscription Fee upon each Renewal Term.
    • Payment Processing. This Agreement is conditional on Pllenty successfully processing the Customer’s credit or debit card upon registration.  In the event that Pllenty does not receive payment during the Initial Term or Renewal Term for a period of 60 days, Pllenty reserves the right to suspend or terminate this Agreement and restrict access to the Product on immediate written notice to the Customer.
    • Monthly billing: Subscription payments shall be billed monthly on the same calendar date as the Effective Date.

    4.    Application Maintenance and Downtime

    • Downed Site: The Customer hereby acknowledges that, from time to time at any time, the Application may be down, or otherwise unavailable. Pllenty hereby reserves the right to take down the Application and its Site for any reason (including on-going scheduled maintenance) without notice to the Customer.  Pllenty will not be liable to the Customer for anything (including losses, costs, fees or expenses) in connection with the Application suspension or Site going down.
    • Salesforce Site Down: Customer acknowledges that the Application is designed to integrate with Salesforce. In instances where the Salesforce site is down, or Salesforce servers are otherwise unavailable, one or more features in the Products may not be available.  Customer acknowledges that Pllenty has no influence over Salesforce’s website or its servers, and accepts no liability or responsibility for the failure of any aspect of the Product that integrated with Salesforce.

    5.    Liability Limitations

      • Liability Limitations: Pllenty Inc. and its partners, contractors, employees and affiliates (collectively referred to in this paragraph as “Pllenty”) have no liability whatsoever for a Customer’s use of the Product. In particular, but not as a limitation thereof, Pllenty is not liable for any INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF PROFITS, LITIGATION OR THE LIKE), WHETHER BASED ON BREACH OF CONTRACT (INCLUDING BREACH OF WARRANTY), TORT (INCLUDING NEGLIGENCE ARISING FROM PRODUCT LIABILITY AND NEGLIGENT MISREPRESENTATION), ANY LEGAL COSTS ARISING THEREFROM, OR ANY OTHER COSTS OR EXPENSES ARISING OTHERWISE. Even if advised of the possibility of such damages, the disclaimer of liability for damages set forth above is a fundamental element of this Agreement for the use of the Products. Pllenty’s Products would not be provided without such limitations. The Customer’s sole remedies in respect of any damages suffered as a result of their use of the Products shall be to immediately discontinue his or her use of it.
      • Damages Limitation: In the event Pllenty is found liable for damages to the Customer, the amount recoverable shall be limited to the total amount paid by the Customer for their Subscription for the Product within the Initial Term, or Renewal Term, as the case may be.
      • Survival. The obligations in this Article 5 (Liability Limitations) shall survive indefinitely and shall not cease or expire after cancellation of this Agreement.

      6.    Refunds and Exchanges

      • Cancellation by Pllenty: Pllenty reserves the right to cancel the Customer’s subscription to the Product at any time.  In such circumstances, Pllenty shall refund the Customer’s payment pro-rata and this Agreement shall be terminated without liability to either party.  Customer shall retain access to all data in the Application and will be able to generate downloads on existing data.
      • Cancellation by Customer: Cancellations may be made through the Customer’s profile on the Site. Cancellations made during the Initial Term will not receive a refund. Cancellations during the Renewal Term can be made any time subject to the terms and conditions that Pllenty makes available on the Site as part of the cancellation process. Customers will not be reimbursed for the current month and will continue to have regular usage of the Application until the date of the next billing cycle.
      • Records. Pllenty shall maintain records for 10 years following cancellation of the Product subscription.

      7.    Governing Law

      • This Agreement shall be treated as though it were executed and performed in Toronto, Ontario, Canada and governed by the laws of Ontario and the laws of Canada as may be applicable herein. All disputes, controversies or claims arising out of in connection with or in relation to this Agreement, including any question regarding its existence or validity shall be submitted to and be subject to the jurisdiction of the courts of the Province of Ontario (including the Supreme Court of Canada), which shall have exclusive jurisdiction in the event of any dispute hereunder.  The parties hereby irrevocably submit and attorn to the exclusive jurisdiction of such courts to finally adjudicate or determine any suit, action, or proceedings arising out of or in connection with this Agreement. 

      8.    General

      • Personal Information: Pllenty will collect, use and disclose personal information as defined in its privacy policy created under the Personal Information Protection and Electronic Documents Act (Canada) (“PIPEDA”) and posted on the Site. It is the responsibility of the Customer to review the Privacy Policy. If the Customer does not agree with the Privacy Policy it is their responsibility to cease usage of Pllenty’s Products and Site. 
      • Intellectual Property. All works of authorship, design, programs, processes and materials used by Pllenty in the Application and delivery of the Product shall constitute the “Intellectual Property”. Nothing in this Agreement shall be understood as a grant to the Customer to reproduce, modify or use Intellectual Property. By entering into this Agreement, Customer irrevocably acknowledges that, subject to the rights granted herein, Customer has no ownership interest in the Application or Pllenty’s Products. Pllenty will own all right, title, and interest in the Application and Products, subject to any limitations associated with intellectual property rights of third parties. Pllenty reserves all rights not specifically granted herein.
      • Force Majeure: Notwithstanding anything in this Agreement, the parties acknowledge that a party may, for bona fide reasons, be delayed or hindered in or prevented from performing of any term, covenant or act required hereunder for reasons that are not the fault of the party delayed or are otherwise beyond the party’s control.  Such circumstances include (without limitation): power failures; inability to procure materials or services; blizzards, ice-storms and inclement weather; restrictive governmental laws or regulations; epidemics or pandemics as determined by the World Health Organization; or other acts of God. The party delayed will be entitled to perform that term, covenant or act within the appropriate time period after the expiration of the period of delay. If the period of delay does not expire within a reasonable time, the term, covenant or act will deemed frustrated and the party shall be indefinitely excused from performance.
      • Interpretation: This Agreement (as defined in Article 1 (Composition of the Contract)) constitutes the entire agreement between the parties’ concerning the Subscription. It is agreed that there are no representations, warranties, collateral agreements or conditions affecting this Agreement other than as expressed herein in writing. This Agreement shall enure to the benefit of any legal personal representatives and successors as applicable. If any one or more term(s) contained herein is declared unenforceable or invalid for any reason, said term(s) shall be severed from the remainder of the Agreement. Time shall be of essence in connection with any obligation contained in this Agreement. The failure of any party to insist upon the strict performance of an obligation hereunder shall not be a waiver of such party’s right to demand strict performance in the future.  All waivers shall be in writing. And any reference to “days” herein shall mean calendar days, and not business days, unless expressly set out to the contrary.
      • Amendments: This Agreement may not be amended or modified except by written agreement signed by all the parties hereto.
      • Assignment. This Agreement may be assigned by Pllenty at any time on prior written notice to the Customer.  However, the Customer may not assign this Agreement without the prior written consent of Pllenty, which consent may be withheld without reason or explanation.
      • Honest Performance. Each party to this Agreement agrees to perform their obligations herein honestly.  A party shall not mislead or misrepresent to any other person any matter in connection with this Agreement including the terms herein or any aspect of performance hereunder.

      Notice.  Notices to Pllenty can be sent by email to info@pllenty.com. Notices to the Customer shall be sent to the email provided by the Customer on its profile settings in the Application.

      Version of June 10, 2025 as of 10:34:18 AM (EST)