Service Description

1. Overview

ApexIQ WinCommand™ is a subscription software service from Apex Edge Sales Engineering Limited that helps Sales Engineering teams run stage-by-stage deal execution with clearer coaching, artefact creation, proof capture, and inspection rhythm.

ApexIQ WinCommand™ is designed to act as a system of action for Sales Engineering deal execution. The subscriber's customer relationship management system remains its system of record.

ApexIQ WinCommand™ is intended for business-to-business subscribers only. It is not intended for consumer use.

The free ApexIQ WinScore™ Preview published on the Apex Edge Sales Engineering Limited marketing website at www.apexedgesalesengineering.com is not part of the ApexIQ WinCommand™ service. It requires no account, is not a subscription service, and is governed by the Terms of Service and free-use licence published on that website. Nothing in this Service Description applies to it.

2. Intended users

ApexIQ WinCommand™ is intended for authorised users of a subscriber organisation, including:

• Sales Engineering leaders;
• Sales Engineers;
• Account Executives;
• revenue leaders;
• executive viewers;
• subscriber administrators;
• other authorised users approved by the subscriber.

ApexIQ WinCommand™ provides one workspace for each subscriber organisation, identified by the subscriber's email domain. The first individual to register using an address on that domain creates the workspace and becomes its first administrator; a second workspace is not created for the same domain, so colleagues join the existing one by invitation. An administrator can manage users and their roles, manage billing and the subscription, configure the workspace, and see all content in it; this is distinct from the billing-only role, which can see and manage the subscription but no workspace content. The subscriber's email domain can be changed on request, for example on a change of company name; the previous domain is kept as an agreed additional domain unless the subscriber asks otherwise, so colleagues on it can still be invited while addresses are migrated. An administrator can appoint further administrators, and can transfer the administrator role to another user of the workspace at any time. ApexIQ WinCommand™ refuses a change of role, and a removal of a user, that would leave the workspace without an active administrator. Where a person's role is changed by someone else, ApexIQ WinCommand™ notifies them of their new role. Where a colleague on the subscriber's domain tries to start their own workspace, ApexIQ WinCommand™ tells them one already exists and offers to pass a request for access to the workspace's administrators, who decide whether to invite them. The request is confirmed by email to the address it is made from before it reaches anyone, so only a person who can read that mailbox can put a request in front of an administrator.

Guest or external users may be permitted only where the product configuration allows them and only where they meet the applicable access rules set by Apex Edge Sales Engineering Limited and the subscriber. Users invited into a subscriber workspace are limited to addresses on the subscriber's own email domain. Additional domains can be approved on request, and are then recorded against the workspace so the subscriber can invite across them. The subscriber remains responsible for ensuring that everyone it invites is authorised to have access.

3. What ApexIQ WinCommand™ supports

ApexIQ WinCommand™ may support the subscriber with:

• stage-by-stage deal execution;
• Sales Engineering coaching;
• opportunity inspection;
• discovery and qualification records;
• proof and validation records;
• Technical Win tracking;
• risk and blocker visibility;
• handoff readiness;
• subscriber-generated reports, summaries, and templates;
• internal deal review rhythm;
• scoring, recommendations, or automated risk indicators;
• data exports, including CSV, PDF, and JSON, with availability varying by subscription plan.

ApexIQ WinCommand™ is delivered as three modules:

• WinIndex™ - a Sales Engineering maturity assessment across the WinReadiness™, WinSystem™, and WinProof™ areas;
• WinEdge™ - deal execution scoring and stage-by-stage execution across the DealEdge™, ValueEdge™, and VisualEdge™ dimensions;
• WinScore™ - bid and deal qualification scoring, as a WinScore Deal™ (DealScore™) or a WinScore Bid™ (BidScore™).

A subscription covers either the full ApexIQ WinCommand™ suite or a single-module edition, as shown during checkout or in an Order Form. Where an edition is purchased, the modules outside it are not available and their records cannot be created. Adding a module is an upgrade to the corresponding full plan at the same tier.

Features may vary by subscription plan, edition, configuration, and availability.

4. What ApexIQ WinCommand™ does not do

ApexIQ WinCommand™ does not promise, guarantee, or certify:

• that the subscriber will win any deal;
• that a Technical Win will be achieved;
• that a customer will sign a contract;
• that revenue will increase;
• that forecast accuracy will improve;
• that procurement approval will be obtained;
• that legal, security, privacy, procurement, or compliance requirements are satisfied;
• that generated outputs, scores, recommendations, or risk indicators are complete, accurate, or suitable without human review;
• that the service replaces the subscriber's customer relationship management system;
• that the service replaces legal review, security review, procurement review, compliance review, or professional judgement.

The subscriber remains responsible for reviewing information, decisions, records, outputs, recommendations, and artefacts before using them in customer-facing, legal, security, procurement, financial, or commercial contexts.

5. Product status and feature availability

ApexIQ WinCommand™ may be developed, improved, updated, withdrawn, suspended, or modified over time.

Apex Edge Sales Engineering Limited may make changes to features, user interface, workflows, scoring logic, recommendations, templates, export functionality, and supporting infrastructure where reasonably required for security, performance, legal compliance, product improvement, supplier changes, or operational reasons.

Unless expressly stated in an applicable Order Form or subscription agreement, no roadmap item, future feature, integration, artificial intelligence capability, file upload function, export format, or third-party integration is guaranteed.

Currently:

• artificial intelligence-assisted outputs are not included;
• direct customer relationship management integration is not available and may be considered in a future release;
• subscriber document upload is not available;
• the service may send account, subscription, authentication, usage, export, or service notifications;
• CSV and PDF exports are available on paid plans, scheduled CSV exports are available on the Growth and Scale plans, and the JSON "Download my data" export is available on every plan;
• our hosting supplier measures page performance and page views on the public pages of ApexIQ WinCommand™ and the application, as described in the Cookie Notice.

6. Subscriber accounts and access

The subscriber is responsible for:

• ensuring that only authorised users access ApexIQ WinCommand™;
• managing user invitations, access rights, and user removal;
• maintaining accurate account and billing information;
• protecting user credentials;
• ensuring that its users comply with the applicable subscription terms, acceptable use rules, and internal policies;
• reviewing any guest or external user access before invitation;
• promptly removing access for users who no longer require it.

ApexIQ WinCommand™ may include administrative controls, authentication, multifactor authentication, password reset, user removal, workspace suspension, account termination, data export, and data deletion functionality.

ApexIQ WinCommand™ may also support bulk user onboarding, where a subscriber administrator uploads a file of colleagues' names and business email addresses in order to invite them as users in a single operation. Where the subscriber requests it, Apex Edge Sales Engineering Limited may perform this assisted onboarding on the subscriber's behalf. The subscriber remains responsible for ensuring it is authorised to provide those individuals' details and to invite them.

Apex Edge Sales Engineering Limited may suspend access where required for security, misuse, non-payment, suspected breach, legal obligation, or protection of the service.

7. Subscriber data

The subscriber may enter, create, store, or process information in ApexIQ WinCommand™ relating to its Sales Engineering and deal execution activity.

This may include:

• account and user information;
• opportunity information;
• deal stage, value, timing, and account context;
• stakeholder information, including names, roles, influence, buying role, Champion information, or Economic Buyer information;
• technical validation information;
• requirements, architecture notes, proof evidence, and security questions;
• activity logs and audit records;
• exported records.

The subscriber remains responsible for the accuracy, lawfulness, relevance, and appropriateness of the information entered into ApexIQ WinCommand™, and should not enter information that is unnecessary for legitimate Sales Engineering deal execution.

8. Restricted data

Unless Apex Edge Sales Engineering Limited has expressly agreed otherwise in writing, subscribers must not enter, upload, store, or process the following information in ApexIQ WinCommand™:

• special category personal data;
• criminal offence data;
• children's data;
• raw payment card information;
• passwords, secrets, private keys, or API keys;
• production customer data unrelated to deal execution;
• highly confidential security vulnerability information;
• unlawful, infringing, defamatory, discriminatory, malicious, or harmful content;
• information that the subscriber is not authorised to process or disclose.

The subscriber is responsible for ensuring that its users understand these restrictions.

9. Outputs, scoring, and recommendations

ApexIQ WinCommand™ may include scoring, recommendations, automated risk indicators, reports, summaries, templates, or other operational outputs.

These outputs are intended to support internal Sales Engineering execution and review. They are not legal advice, security advice, compliance advice, procurement advice, financial advice, or a guarantee of deal outcome.

The subscriber must review outputs before relying on them or using them in customer-facing, legal, security, procurement, commercial, or executive contexts.

Apex Edge Sales Engineering Limited does not guarantee that any score, recommendation, risk indicator, report, summary, template, or export will be complete, accurate, current, or suitable for any particular subscriber purpose.

10. Exports

During the active subscription term, ApexIQ WinCommand™ supports CSV exports and PDF exports on all paid plans, and scheduled CSV exports on the Growth and Scale plans. A JSON "Download my data" personal-data export is also available on every plan. Export availability varies by plan.

Unless expressly stated otherwise in the applicable subscription terms or Order Form:

• the CSV, PDF, and scheduled exports are available during the active subscription term and are not available after it ends;
• the JSON "Download my data" export is available during the subscription and, as a data subject right, during the limited retention window after termination, expiry, or suspension, until subscriber content is permanently deleted (see Section 11);
• CSV and PDF exports include an "Include archived" option and an Archived column, so the subscriber can always export archived records alongside current ones (see Section 11);
• the subscriber is responsible for exporting any required data before access ends or before the data is deleted;
• Apex Edge Sales Engineering Limited is not responsible for converting exports into another format.

11. Data retention and deletion

The retention and deletion rules for ApexIQ WinCommand™ are set out in the applicable subscription terms, the Product Privacy Notice, and the Data Processing Agreement.

Subscriber content is deleted from active systems within 30 days after termination or expiry, subject to legal-hold, backup, and other exceptions described in those documents.

Separately from deletion, ApexIQ WinCommand™ provides an automatic archival feature across the WinIndex™, WinEdge™, and WinScore™ modules. Records older than the subscriber's current and previous subscription year are moved to an archive so that default working views stay focused on current activity. Archival is a visibility setting, not deletion: archived records are retained in full, remain available under an "Include archived" view, stay exportable, and can be restored to the default views at any time. Only closed WinEdge deals are archived automatically; open deals are never archived on the basis of age. Archival is tenant-configurable and enabled by default, and a subscriber administrator can turn it off in Workspace settings. Archival does not delete any record and does not change the retention or deletion periods described above.

12. Suppliers and hosting

ApexIQ WinCommand™ may use third-party suppliers to provide hosting, database services, authentication, payment processing, subscription management, transactional email, application hosting, serverless functions, content delivery, logging, and related service infrastructure.

Current suppliers include:

• Supabase Inc. for database, storage, and authentication infrastructure;
• Stripe, Inc. for payment processing, subscription management, invoicing, and customer portal functionality;
• Resend, Inc. for transactional email delivery;
• Netlify, Inc. for application hosting, serverless function execution, global content delivery, Netlify Real User Monitoring, and Netlify Web Analytics, compiled from server request logs.

These suppliers are listed in the Sub-processor List. Subscriber data may be hosted or accessed outside the United Kingdom, and restricted international transfers may take place. Apex Edge Sales Engineering Limited uses appropriate transfer safeguards where required by applicable data protection law.

13. Security

ApexIQ WinCommand™ includes security controls designed to support safe operation of the service.

Security controls include:

• HTTPS/TLS for encryption in transit;
• role-based access control;
• multifactor authentication;
• administrative access controls;
• audit logging;
• backups;
• support access controls.

No security certification, penetration testing status, data residency commitment, encryption commitment, uptime commitment, business continuity commitment, or service credit is provided unless expressly stated in writing in an Order Form or other written agreement.

14. Support

Support arrangements are set out in the applicable subscription terms and plan description.

No support response time, uptime percentage, service credit, recovery time, or maintenance commitment is provided unless expressly agreed in writing.

15. Trials, pilots, and demonstrations

ApexIQ WinCommand™ may be offered through a free trial, private pilot, or product demonstration.

A trial gives access to the same production service that paid subscribers use. It is not a separate, reduced, or pre-release build. What a trial does not carry is the full entitlement of a paid plan.

Currently:

• a 90-day free trial is available;
• a payment card is not required for the free trial;
• private pilots may be permitted by special exception;
• paid pilots are not available.

During a free trial:

• WinEdge™ and WinScore™ are available, subject to the trial allowances published on the pricing page;
• WinIndex™ is not included;
• CSV and PDF exports are not included;
• Reports are not included;
• the workspace is limited to five named users;
• full access ends after 90 days unless a paid subscription is taken. The workspace is then read-only for 14 days and locked after that, and its content is deleted as the Trial Terms describe.

The trial allowances and the entitlements of each paid plan are published on the pricing page and set out in the Pricing and Plans Legal Information. Trial, pilot, and demonstration use is governed by the Trial Terms.

16. Payments, billing, and renewal

ApexIQ WinCommand™ may be purchased through self-serve online checkout or sales-led contracting.

Currently:

• subscription pricing is per organisation, as a flat rate for the workspace rather than per user;
• subscriptions are billed annually in advance on every paid plan;
• the Scale and Enterprise plans are available on annual billing only;
• capacity extension packs may be purchased in addition to a plan. A pack is a one-off payment, not a recurring subscription. The additional capacity runs alongside the subscription rather than renewing automatically, and lasts until the subscriber's allowances next reset on the subscription anniversary;
• the minimum subscription term is the paid term selected at checkout, which is one year;
• subscriptions renew automatically;
• suspension for non-payment is available;
• VAT applies where required;
• self-serve checkout is available on every paid plan, with contract and invoice routes available by agreement.

Detailed payment, renewal, cancellation, and refund terms are in the Online Subscription Terms.

17. Intellectual property

ApexIQ WinCommand™, ApexIQ methods, templates, structures, prompts, scoring logic, documentation, software, branding, user interface, and underlying service logic are owned by Apex Edge Sales Engineering Limited or its licensors.

Subscriber-entered content remains owned by the subscriber or its licensors.

Subscriber-specific generated outputs may be used by the subscriber internally for its business purposes, subject to the applicable subscription terms.

Aggregated or anonymised usage data, feedback, and suggestions may be used by Apex Edge Sales Engineering Limited where permitted by the applicable agreement and law.

The subscriber must not copy, reverse engineer, scrape, resell, sublicense, redistribute, modify, create derivative products from, or use ApexIQ WinCommand™ to build or train a competing product, except as expressly permitted by the applicable agreement.

18. Privacy and data protection

Apex Edge Sales Engineering Limited may act as controller for some processing activities and processor for others.

Apex Edge Sales Engineering Limited is likely to act as controller for account administration, billing, payment administration, service communications, and its own operational records.

Apex Edge Sales Engineering Limited is likely to act as processor where it processes subscriber-controlled personal data entered into ApexIQ WinCommand™ for the subscriber's Sales Engineering deal execution purposes.

The Product Privacy Notice, Data Processing Agreement, Cookie Notice, and Sub-processor List apply to this processing.

19. Cookies and similar technologies

ApexIQ WinCommand™ uses cookies or similar technologies that are necessary to provide authentication, session management, secure access, authorised administrative functionality, and core in-product behaviour.

The essential technologies are:

• Supabase authentication token cookies used to maintain authenticated sessions;
• Supabase PKCE authentication code verifier cookies used during sign-in and then deleted;
• impersonation session cookies used only for authorised super-admin impersonation of a tenant account;
• a notice dismissal cookie that remembers an in-product notice has been dismissed for the current sign-in session.

Every cookie used is essential. Our hosting supplier also runs Netlify Real User Monitoring, a script that measures page load performance; it sets no cookie, uses no browser storage, and builds no identifier, so it does not require consent. The same supplier compiles website analytics on its servers from request logs, which places nothing on the device and reads nothing from it, so that does not require consent either. Both are described in the Cookie Notice. No advertising, retargeting, profiling, session replay, or cross-site tracking technologies are used. Full detail is in the Cookie Notice.

20. Customer responsibilities

The subscriber is responsible for:

• ensuring that its use of ApexIQ WinCommand™ is lawful;
• ensuring that it has the rights and permissions needed to enter data into the service;
• ensuring that its users comply with the applicable terms;
• maintaining the confidentiality of credentials;
• reviewing outputs before relying on them;
• keeping its customer relationship management system and other systems of record accurate;
• exporting required data before termination or non-renewal;
• not entering restricted or prohibited data;
• obtaining any required notices, permissions, or approvals from its own users, customers, prospects, employees, contractors, or stakeholders.

21. Operational terms

21.1 Non-renewal

A subscription can be cancelled at any time before its renewal date, with no minimum notice period. Cancellation takes effect at the end of the current paid term: the subscription does not renew and access continues until that term ends. Fees for the current term remain payable.

21.2 Refunds

Fees are non-refundable except where required by law or expressly agreed in writing by Apex Edge Sales Engineering Limited.

Free trial access does not automatically convert into a paid subscription unless the subscriber selects a paid plan and accepts the applicable subscription terms.

21.3 Authentication data

Apex Edge Sales Engineering Limited acts as controller for authentication data used to operate, secure, monitor, and administer access to ApexIQ WinCommand™.

Authentication data may include sign-in credentials, password reset information, session data, authentication tokens, multifactor authentication records, failed sign-in attempts, and security access logs.

21.4 Usage data

Apex Edge Sales Engineering Limited acts as controller for operational usage data where that data is used for security, service operation, debugging, analytics, product improvement, billing enforcement, support, and abuse prevention.

Where logs or records include subscriber-controlled content processed on the subscriber's instructions, that content is treated under the Data Processing Agreement.

21.5 Retention periods

We keep data only where legally required or operationally necessary for the live service. Where data is no longer required, we delete it within 30 days, including from backups, unless an exception below applies. We do not keep a long-term anonymised audit dataset.

Data type	Retention period
Billing, accounting, tax, invoice, payment, refund, and purchase order records	6 years from the end of the relevant financial year (legal and accounting requirement)
Contract acceptance evidence linked to a paid subscription (accepted terms version, timestamp, accepting user, subscription identifier)	Retained with billing and legal records
Subscriber workspace content (opportunities, stakeholders, deal notes, proof and risk records, Technical Win records)	30 days after termination, expiry, trial non-conversion, or account closure
Generated outputs and artefacts	30 days (treated as subscriber content)
Stored exports (export files and metadata containing subscriber content)	30 days
Operational account and admin records	30 days after account closure, unless retained as billing or legal evidence
Support records	30 days after ticket closure
Security logs (sign-in events, IP addresses, authentication and admin-access events)	30 days
Operational logs (application, error, and request logs)	30 days
Product analytics and usage data	30 days
Transactional email records	30 days (suppression records kept only as needed to honour opt-out)
Privacy rights request records	30 days after closure, unless needed for legal evidence
Backups	Daily backups, each kept for 7 days
Records under legal hold or dispute	Retained for as long as required for the claim, dispute, regulator request, or legal hold

Deletion may be paused or overridden only where required by a legal or accounting retention obligation, a legal hold, or an active security investigation, abuse-prevention, billing dispute, privacy dispute, regulator request, or legal claim.

21.6 Deletion after termination

Following termination or expiry of the subscription, Apex Edge Sales Engineering Limited will delete subscriber content from active systems within 30 days unless retention is required by law, contract, dispute management, security, fraud prevention, accounting, or another legitimate business purpose.

21.7 Backup deletion

Subscriber content deleted from active systems may remain in backups for up to 7 days before expiry or overwriting in the ordinary daily backup cycle, unless longer retention is required for legal, security, disaster recovery, supplier-controlled backup cycles, or operational reasons.

21.8 Legal hold

Apex Edge Sales Engineering Limited may retain information where reasonably necessary to comply with legal obligations, resolve disputes, enforce agreements, prevent fraud or abuse, maintain security, or preserve evidence.

21.9 Business continuity

Apex Edge Sales Engineering Limited uses cloud infrastructure and operational procedures designed to support service continuity.

Formal recovery time objectives, recovery point objectives, uptime commitments, or service credits are not provided unless expressly agreed in the applicable subscription terms or Order Form.

22. Contact points

Purpose	Email
General enquiries	contact@apexedgesalesengineering.com
Legal notices and contractual correspondence	legal@apexedgesalesengineering.com
Billing, invoices, VAT, refunds, payment, and purchase orders	billing@apexedgesalesengineering.com
Product support	support@apexedgesalesengineering.com
Privacy, cookies, and data rights	privacy@apexedgesalesengineering.com
Security reports and vulnerability concerns	security@apexedgesalesengineering.com