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Privacy Policy

Last updated: October 2026

1. Information we collect

Bids & Quotes collects information you provide directly: your name, email address, password, and business details (business name, phone, address, license number). We also collect information about the quotes and invoices you create, including customer names, email addresses, and (when you provide them) customer phone numbers.

We automatically collect limited technical data: your IP address (for security and rate limiting), browser type, and usage logs. We do not use tracking cookies or third-party analytics.

2. How we use your information

We use your information to:

  • Provide and operate the Bids & Quotes service
  • Send quotes and invoices on your behalf via email
  • Let you text a quote or invoice link to your customer from your own phone (when a customer phone number is provided). The message is sent by your device's own messaging app — Bids & Quotes does not send the text.
  • Process payments through Stripe
  • Send you transactional emails (account verification, password reset, billing notices)
  • Maintain security and prevent fraud

We do not sell your data. We do not share customer data with third parties except as required to operate the service (email delivery via SendGrid, payment processing via Stripe, file storage via Cloudflare R2).

3. Data retention

Your data is retained while your account is active. If you cancel your subscription, your data is retained in a read-only state for 90 days, then permanently deleted. You may request earlier deletion by contacting us.

4. Security

Passwords are hashed using industry-standard algorithms and never stored in plain text. All data is encrypted in transit (TLS) and at rest. We use Cloudflare for DDoS protection and a Web Application Firewall.

5. Support access

To help with a support request, or to look into a problem with your account, a Bids & Quotes support admin may sign in to your account and see it the way you do. While signed in, they can view and manage everything in your account: quotes, invoices, templates, customer records, and settings.

A support admin cannot send quotes or invoices to your customers, cannot change your Bids & Quotes subscription or payment card, and cannot change your login email or password. Support sessions end automatically after one hour.

We keep an internal record of every support session. We also send an email to your login address when a support admin accesses your account. To avoid repeat alerts, we send at most one of these emails in any 24-hour period, so another visit within that window won't trigger a new one.

6. Your rights

You may access, correct, or delete your account data at any time through the Settings pages. To delete your account or request a data export, contact us at the address below.

7. Text messaging

Bids & Quotes does not operate an SMS service and does not send text messages. The “text to customer” feature simply opens your own phone's messaging app with the recipient and a draft message pre-filled; you choose whether to send it, and it is sent from your own phone number. Because the message comes from you, any opt-out (for example a customer replying STOP) is handled directly between you and your customer. We maintain no SMS provider and no opt-out suppression list.

8. Contact

Questions about this policy? Email us at [email protected].