Privacy Policy

1. Information We Collect

We may collect the following categories of information:

• Account information, such as name, business name, email address, and login credentials.
• Customer and quote data you upload or create in the Services, including contacts, line items, and pricing details.
• Billing and subscription details, including plan and payment status.
• Integration data from connected third-party services (for example, QuickBooks), based on permissions you grant.
• Device and usage data, such as IP address, browser type, page activity, and timestamps.
• Communications you send to us through forms, support, or email.

2. How We Use Information

We use information to:

• Provide, maintain, and improve the Services.
• Process transactions and manage subscriptions.
• Enable requested integrations and data sync behavior.
• Authenticate users, prevent fraud, and protect platform security.
• Respond to support requests and communicate service updates.
• Comply with legal obligations and enforce our agreements.

3. How We Share Information

We may share information:

• With service providers that host, secure, and support our Services.
• With integration partners you explicitly connect and authorize.
• When required by law, court order, or valid legal process.
• In connection with a merger, acquisition, financing, or sale of all or part of our business.
• With your direction or consent.

We do not sell personal information for money.

4. Data Retention

We retain information as long as reasonably necessary to provide the Services, meet legal or operational requirements, resolve disputes, and enforce agreements.

5. Security

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Your Choices and Rights

Depending on your location, you may have rights to access, correct, delete, or export your personal information, and to object to or limit certain processing. You can also manage some account information from within your workspace.

7. Children's Privacy

The Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

8. International Transfers

If you use the Services from outside the country where our systems are located, your information may be transferred to and processed in other jurisdictions.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will update the "Last updated" date and may provide additional notice where required.

10. Contact Us

For privacy questions or requests, contact us through the contact page.