Privacy Policy

We collect information you provide directly to us when you create an account, use our services, or contact us for support.

We use the information we collect to:

• Provide, maintain, and improve our services
• Process your proposals, e-signatures, and PDF generation
• Send transactional emails (proposal delivery, signature notifications)
• Process billing and manage your subscription
• Provide customer support and respond to your inquiries
• Send product updates, tips, and marketing communications (you can opt out at any time)
• Analyze usage patterns to improve the platform and develop new features
• Detect and prevent fraud or unauthorized access

We implement industry-standard security measures to protect your data:

• All data is encrypted in transit using TLS 1.3 and at rest using AES-256 encryption
• Access to production systems is restricted and requires multi-factor authentication
• Regular security audits and vulnerability assessments are conducted
• Data is stored in SOC 2 compliant data centers with redundant backups
• We follow secure development practices and conduct code reviews

While we strive to protect your information, no method of electronic transmission or storage is 100% secure. We encourage you to use strong passwords and keep your account credentials confidential.

ProposalKit uses cookies and similar tracking technologies to enhance your experience:

• Essential Cookies: Required for authentication, security, and core functionality
• Analytics Cookies: Help us understand how you use ProposalKit so we can improve the experience
• Preference Cookies: Remember your settings and preferences across sessions

You can manage cookie preferences through your browser settings. Note that disabling essential cookies may affect your ability to use ProposalKit.

We use trusted third-party services to operate ProposalKit. These services may have access to your information only to perform tasks on our behalf:

• Stripe for payment processing
• Amazon Web Services (AWS) for hosting and data storage
• SendGrid for transactional email delivery
• Google Analytics for usage analytics (anonymized data)

We do not sell your personal information to any third parties. We only share data as necessary to provide our services or as required by law.

Depending on your location, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you
• Correction: Request correction of inaccurate or incomplete data
• Deletion: Request deletion of your personal data (subject to legal obligations)
• Portability: Request a portable copy of your data in a structured format
• Opt-out: Unsubscribe from marketing communications at any time

To exercise any of these rights, please contact us at privacy@hvacproposalkit.com. We will respond to your request within 30 days.

If you have any questions or concerns about this Privacy Policy, please contact us:

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website and updating the "Last updated" date.