Legal
Terms of Service, Privacy Policy, and legal documentation for Vista's Digital Sales Room platform
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1. Legal Documentation Overview
Vista's legal documentation is designed to provide comprehensive protection while maintaining clarity for enterprise users who need to understand their rights and obligations when using our digital sales room platform. Our legal framework addresses the unique aspects of sales collaboration software, including call recording, document sharing, and buyer-seller interactions.
2. Terms of Service
Introduction and Acceptance
Welcome to Vista, a digital sales room platform designed to streamline sales collaboration between buyers and sellers through secure document sharing, call transcription, and mutual action plans. These Terms of Service govern your access to and use of Vista's services, including our platform, mobile applications, and related services. By creating an account, accessing our platform, or using any of our services, you acknowledge that you have read, understood, and agree to be bound by these Terms.
Definitions and Key Terms
Authorized Users means individual employees, consultants, contractors, or agents of Customer who are authorized to access and use the Services under Customer's account and solely for Customer's business purposes.
Customer Content means all data, content, documents, call recordings, transcripts, mutual action plans, and other materials submitted or transmitted through the Services by Customer or Authorized Users.
Digital Sales Room means Vista's proprietary platform that enables secure collaboration between sellers and buyers through document sharing, call recording, and project management features.
Services means Vista's digital sales room platform, including all software, applications, features, and related services provided by Vista.
Service Description and Access Rights
Vista provides a cloud-based digital sales room platform that enables sales teams to create secure collaboration spaces for buyer engagement. Subject to compliance with these Terms and payment of applicable fees, Vista grants Customer a non-exclusive, non-transferable, revocable license to access and use the Services during the subscription term. Customer may authorize employees and contractors as Authorized Users, and Customer remains responsible for all activities conducted under its account.
The Services include document sharing capabilities, call recording and transcription through our Vista Notetaker feature, mutual action plan creation, and buyer engagement analytics. Access to the Services is provided on a subscription basis with different feature tiers available based on Customer's selected plan.
User Responsibilities and Acceptable Use
Customer agrees to use the Services only for lawful business purposes and in accordance with these Terms. Customer is responsible for maintaining the security of account credentials and must promptly notify Vista of any unauthorized access. All Customer Content must comply with applicable laws and must not infringe upon third-party rights.
Prohibited activities include attempting to reverse engineer the Services, introducing malicious code, interfering with platform security, or using the Services for any illegal or fraudulent purposes. Customer must ensure that all Authorized Users comply with these Terms and acceptable use policies.
Intellectual Property Rights
Vista retains all rights, title, and interest in the Services, including all software, algorithms, user interfaces, and proprietary technology. Customer retains ownership of Customer Content but grants Vista a limited license to process, store, and transmit such content as necessary to provide the Services.
Any feedback, suggestions, or improvements provided by Customer regarding the Services become the property of Vista and may be used without compensation or attribution. Customer represents that it has all necessary rights to provide Customer Content to Vista without violating third-party rights.
Data Protection and Privacy
Vista processes personal data in accordance with our Privacy Policy and applicable data protection laws, including GDPR and CCPA where applicable. Customer Content remains Customer's property, and Vista implements appropriate technical and organizational measures to protect data security.
For call recording features, Customer must ensure compliance with applicable recording consent laws and must inform all participants that calls may be recorded and transcribed. Vista provides data processing agreements for enterprise customers requiring additional data protection commitments.
Payment Terms and Billing
Subscription fees are based on the selected service plan and number of Authorized Users. Fees are billed in advance according to the selected billing cycle (monthly or annual) and are non-refundable except as specifically provided in these Terms.
Customer authorizes Vista to charge the designated payment method for all applicable fees, including automatic renewal charges. If payment fails, Vista may suspend access to the Services after reasonable notice. All fees are exclusive of taxes, which Customer is responsible for paying.
Service Level and Support
Vista provides the Services on an "as is" and "as available" basis with commercially reasonable uptime. While Vista strives to maintain high availability, no guarantee is made regarding uninterrupted access. Support is provided according to Customer's service plan, with enterprise customers receiving priority support.
Vista may perform scheduled maintenance with advance notice and will use reasonable efforts to minimize service disruption. Service level agreements with specific uptime commitments are available for enterprise customers through separate agreements.
Limitation of Liability and Disclaimers
TO THE MAXIMUM EXTENT PERMITTED BY LAW, VISTA'S TOTAL LIABILITY FOR ANY CLAIMS ARISING FROM OR RELATED TO THE SERVICES SHALL NOT EXCEED THE AMOUNTS PAID BY CUSTOMER IN THE TWELVE MONTHS PRECEDING THE CLAIM. VISTA DISCLAIMS ALL WARRANTIES EXCEPT THOSE EXPRESSLY PROVIDED IN THESE TERMS.
VISTA SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITIES. Customer acknowledges that digital sales room activities involve inherent business risks that Vista cannot control.
Term and Termination
The Terms remain in effect during Customer's use of the Services. Either party may terminate for material breach with thirty days' written notice and opportunity to cure. Vista may immediately suspend access for security violations or non-payment.
Upon termination, Customer's access to the Services will cease, and Customer must retrieve any Customer Content within thirty days. Vista will delete Customer Content in accordance with its data retention policies following account termination.
3. Privacy Policy
Information Collection and Use
Vista collects information necessary to provide digital sales room services, including account information, usage data, and Customer Content. We collect personal information directly from users during account creation and indirectly through platform usage.
Information collected includes contact details, company information, call recordings and transcripts, document uploads, and platform interaction data. This information is used to provide services, improve platform functionality, and communicate with users about their accounts.
Data Sharing and Disclosure
Vista does not sell personal information to third parties. We may share information with service providers who assist in platform operations, such as cloud hosting providers and analytics services. All service providers are required to maintain appropriate data protection standards.
Information may be disclosed when required by law or to protect Vista's rights and safety. In digital sales room contexts, certain information may be shared between buyers and sellers as part of the collaboration process.
Data Security and Retention
Vista implements industry-standard security measures to protect personal information, including encryption in transit and at rest. Access to personal information is limited to authorized personnel who need such access to perform their duties.
Personal information is retained only as long as necessary to provide services or as required by law. Users may request deletion of their personal information, subject to legitimate business needs and legal requirements.
User Rights and Choices
Users have rights regarding their personal information, including access, correction, and deletion rights under applicable privacy laws. Users may update account information through platform settings or by contacting support.
For marketing communications, users may opt out at any time through unsubscribe links or account settings. Cookie preferences can be managed through browser settings or platform privacy controls.
4. Data Processing Agreement
Scope and Definitions
This Data Processing Agreement ("DPA") applies when Vista processes personal data on behalf of Customer in connection with the Services. Vista acts as a processor, and Customer acts as the controller for personal data processed through the Services.
Processing includes collection, storage, analysis, and transmission of personal data necessary to provide digital sales room functionality. The DPA incorporates standard contractual clauses for international data transfers where applicable.
Processing Obligations
Vista will process personal data only as necessary to provide the Services and in accordance with Customer's documented instructions. Vista implements appropriate technical and organizational measures to ensure data security and confidentiality.
Vista will assist Customer in fulfilling data subject rights requests and will promptly notify Customer of any personal data breaches. All Vista personnel with access to personal data are bound by confidentiality obligations.
Subprocessors and International Transfers
Vista may engage subprocessors to assist in providing the Services, subject to appropriate data protection agreements. A current list of subprocessors is available and Customer will be notified of changes.
International data transfers are conducted using appropriate safeguards, including standard contractual clauses and adequacy decisions. Vista provides data localization options for customers with specific geographic requirements.
5. Acceptable Use Policy
Permitted Uses
The Services are designed for legitimate business-to-business sales collaboration activities. Permitted uses include creating digital sales rooms for prospect engagement, sharing sales materials, recording calls with proper consent, and managing mutual action plans.
Users may integrate the Services with approved third-party applications and may customize sales rooms according to their business needs. All usage must comply with applicable laws and these Terms.
Prohibited Activities
Users may not use the Services for illegal activities, harassment, spam, or fraud. Prohibited activities include attempting to access other users' data without authorization, introducing malicious software, or interfering with platform security.
Users may not record calls without proper consent or use the Services to violate privacy rights. Sharing confidential information without authorization or using the platform for competitive intelligence gathering is prohibited.
Enforcement and Remedies
Vista monitors platform usage for compliance with this policy and may investigate suspected violations. Violations may result in account suspension, termination, or other appropriate remedies.
Vista cooperates with law enforcement regarding illegal activities and may disclose information as required by legal process. Users are responsible for ensuring their activities comply with all applicable laws and regulations.
6. Contact Information
For questions about these legal terms or to request additional documentation, please contact:
- Legal inquiries: legal@vista.com
- Privacy matters: privacy@vista.com
- Security questions: security@vista.com
- General support: support@vista.com
Document Updates
These legal documents are reviewed regularly and updated as needed to reflect changes in our services, applicable laws, and industry best practices. Users will be notified of material changes with appropriate notice periods.