Security-First Infrastructure
All traffic is encrypted in transit and at rest. Production systems are limited to audited, role-based access.
Updated June 10, 2024
Privacy Policy
Quote Builder is designed for teams that handle sensitive pricing and customer data. This policy explains how we collect, use, and protect information so you can deliver accurate quotes with confidence.
Trust Commitments
The foundations we use to keep your business data safe.
Security is built into every layer of Quote Builder—from the infrastructure we operate to the workflows your team uses day to day.
- Encryption in transit (TLS 1.2+) and at rest across production data stores.
- Least-privilege, audited access for the small group of engineers supporting live systems.
- Regional data hosting with redundancy to meet contractual and regulatory requirements.
Purpose-Limited Storage
We retain project information only to operate Quote Builder features and delete data when you ask us to.
Transparent Controls
Account owners manage who can view, edit, and export quotes so data stays inside your company.
The Details
These sections provide the specifics for how Quote Builder handles customer and operational data. Reach out if you have questions about anything listed here.
Information We Collect
We collect only what we need to deliver and improve Quote Builder.
- Account data such as name, email address, company information, and billing contacts provided during signup.
- Usage signals describing how your team interacts with the builder, templates, and exports to help us prioritize improvements.
- Quote content, pricing presets, and attachments that you create or upload while using the product.
- Support conversations, diagnostics, or bug reports that you choose to share with the Quote Builder team.
How We Use Information
Your data powers the features you rely on and helps us keep the service running smoothly.
- Provide core functionality like quote creation, PDF exports, template management, and account administration.
- Maintain the health and security of Quote Builder, including detecting abuse, monitoring uptime, and preventing fraud.
- Communicate important updates, security notices, and service changes related to your subscription.
- Deliver customer support and training resources when you contact us or participate in early access programs.
Data Retention & Deletion
We keep records only as long as necessary for legal, contractual, or operational reasons.
- Operational data stays in active systems while an account remains open so the product can function as expected.
- Backups are encrypted and cycled on a rolling basis to balance resiliency with timely deletion.
- When you delete a quote or account, associated data leaves active systems promptly and is purged from backups on the next cycle.
- We retain limited billing and audit logs where required for compliance, tax, or dispute resolution obligations.
Third-Party Services
Trusted vendors help us deliver the product. We review their security programs and limit what they can access.
- Payment processing and subscription management providers receive only the details needed to complete a transaction.
- Infrastructure vendors host our application, logs, and monitoring with strong contractual security commitments.
- Analytics tooling is scoped to first-party cookies—no cross-site tracking pixels or ad networks.
- All subprocessors behave as data processors under our instructions and support data protection agreements.
Your Choices & Rights
We work with every customer to honor privacy rights across regions.
- Update profile information or team member access directly in the application at any time.
- Export quotes and customer records via built-in CSV/PDF downloads or our support team.
- Request deletion of an account or specific data sets by contacting support—we respond within 30 days.
- Set communication preferences, including opting out of marketing emails, within the notifications panel.
Need to Talk With Us?
We respond to privacy and security requests within one business day.
Email the Quote Builder Security Team
security@getquotebuilder.comYou can also contact your customer success manager for a data processing agreement or to schedule a security review.