Privacy Policy

1. What data we handle

Account: your email address, your language, and the business details you choose to add (name, phone, payment instructions, currency, and tax rate).

Content you create: quotes, invoices, and the client details you enter (name, phone, email, notes, and prices). We handle that client data on your behalf.

WhatsApp leads: if you connect the WhatsApp receptionist, we store what the customer shares in the conversation with your business (name, phone, email, company, and details of what they need).

Link activity: when a client opens a quote or invoice, we record the date and number of views, and whether they accept or decline.

Payments: subscription payments are processed by Stripe. We only store your Stripe customer ID, subscription status, and period end date, not your card details.

Your clients' card payments: if you turn this on, we store your connected Stripe account ID, whether it can accept payments, and, for each invoice paid by card, the Stripe payment ID. The client enters card details directly on Stripe's payment page; we never see or store them. Stripe handles the paying client's data (such as name, email, and card) and your business's data to verify your identity, under its own privacy policy.

Visit statistics: on the public pages (home, sign-in, and sign-up) we count visits with a self-hosted analytics tool that uses no cookies and does not follow you across other websites. It is not used inside the app or on the quote and invoice links you share with your clients.

Technical data: server logs produced by our hosting providers, and the cookies described below.

2. What we use it for

To provide the service: creating and showing quotes and invoices, sending you sign-in codes, notifications, and follow-up digests by email, processing your subscription, preventing abuse, and keeping the service secure and reliable. We do not sell your data or use it for advertising.

3. Who we share it with

We use providers that handle data on our behalf: Vercel (hosting), Neon (database), Resend (email delivery), Stripe (subscriptions and your clients' card payments), and, if you use optional AI features such as voice notes or the WhatsApp receptionist, AI providers. If you use the receptionist, WhatsApp/Meta also handles the messages exchanged in that conversation.

These providers may process data in the United States and other countries. We may also disclose data where the law requires it.

4. Cookies

We only use essential cookies: a session cookie that keeps you signed in and a language cookie that remembers your preference. We do not use advertising or analytics cookies.

5. How long we keep it and how to delete it

We keep your data while your account is active. You can delete individual quotes and invoices in the app; deleting a quote makes the link you shared stop working.

To delete your account and all your data, contact us through luisl@automatedworkflowai.com. Backups may retain deleted data for a limited period.

6. Security

We use encrypted connections and access controls, and we store sign-in codes only as hashes. No system is completely secure, so we cannot guarantee absolute security.

7. Your rights

Depending on where you live, you may have the right to access, correct, delete, or export your data, or to object to certain uses. To exercise these rights, contact us through luisl@automatedworkflowai.com.

8. Your clients' data

When you enter your clients' details, you are responsible for having a lawful basis to handle and contact them. If a client asks us about their data, we may refer them to you.

9. Children

QuickQuote is not directed at anyone under 18.

10. Changes to this policy

We may update this policy and will post the current version here with its update date.

11. Contact

For privacy questions, contact us through luisl@automatedworkflowai.com.