Legal & policies

How your data is handled — in brief

• Free trial work is stored only in your browser. Trial proposals, customers, products, content blocks and settings are saved in your browser’s storage on that computer, separately for each Google account. Nothing of it is sent to our servers; we only record when your trial started and that you accepted our terms.
• When the trial ends, it becomes read-only. After 30 days you can still open what you made in that browser, but you cannot create, edit, save or export anything until you choose a paid plan.
• Paid plans store your data in the cloud. On Starter, Business and Enterprise, your proposals, customers, products, content library and settings are stored online with a leading cloud provider in India — encrypted with AES-256 in your browser before they are saved.
• Every company workspace is isolated. Each company has its own workspace, its own members and its own encryption key. Access checks on our servers verify every request against that company’s membership, so people in one company can never see another company’s data — even within the same billing account.
• Storage is shared across the billing account. The plan’s storage (100 MB on Starter, 500 MB on Business) is one pool used by all the account’s companies; each company’s data stays separate. Plan & usage shows the total and each company’s share.
• After a subscription ends or is cancelled, nothing is deleted. The companies become read-only: everyone can still sign in, read and export, but nothing new can be saved. Choose a plan again at any time to continue. If an account stays read-only with no plan for 24 months, we may delete its data — only after warning the Admins at least 90 days before.
• You can export everything before closing the account. Proposals as PDF, Word or proposal files, a full password-protected backup of each company, and customers, follow-ups and products as CSV files — at any time while the company is active, read-only or without a plan. See the Data export & portability policy.

Agreement

• Terms of service — the main agreement
• Acceptable use policy — what is not allowed
• Proposal ownership & IP — who owns what
• Suspension & termination — when access can be limited or ended
• Disclaimer — limits of the Service

Plans and payments

• Subscription & pricing policy — plans, add-ons, renewals
• Free trial policy — the 30-day trial
• Refund & cancellation — refunds, failed payments, disputes
• Delivery policy — how access is delivered

Your data

• Privacy policy — personal data in full
• Data protection notice — the short DPDP notice
• Data retention & deletion — how long data is kept
• Data export & portability — getting your data out
• Cookie policy — browser storage
• Third-party services — who helps us run the Service

Service and support

• Service availability (SLA) — uptime target and maintenance
• Customer support — how and when we help
• Business continuity & recovery — backups and incidents
• Grievance redressal — complaints and escalation