Privacy Policy

Effective Date: March 24, 2026

Last Updated: March 24, 2026

ProposalBench ("we", "us", "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

1. Information We Collect

Information You Provide

• Account Information: Name, email address, company name, phone number, website, license number, and logo when you create an account or update your profile.
• Proposal Data: Client names, addresses, project details, scope of work, pricing, and any other information you enter when creating proposals.
• Payment Information: Processed by Stripe. We do not store credit card numbers or bank account details on our servers.
• Communications: Feedback, support requests, and any messages you send us.

Information Collected Automatically

• Usage Data: Pages visited, features used, proposals created, proposals viewed, timestamps, and interaction patterns.
• Device Information: Browser type, operating system, device type, screen resolution, and IP address.
• Analytics: We use Google Analytics to collect aggregated usage statistics.
• Cookies: We use cookies for authentication (via Clerk) and session management.

Information from Third Parties

• Authentication Provider: When you sign in via Google or email through Clerk, we receive your name and email address.
• Payment Provider: Stripe provides us with transaction status and customer IDs (not full payment details).

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain the Service
• Generate AI-powered proposal content based on your inputs
• Process payments and manage your subscription
• Send transactional emails (proposal delivery, acceptance confirmations, account notifications)
• Send product updates and re-engagement communications (you may opt out)
• Improve the Service, develop new features, and fix bugs
• Train, fine-tune, and improve our AI models and recommendation systems using aggregated and anonymized data
• Generate industry benchmarks, analytics, and insights from anonymized data
• Detect fraud, abuse, and enforce our Terms of Service
• Comply with legal obligations

3. Data Aggregation and Anonymization

We may aggregate and anonymize data collected through the Service to create datasets that cannot reasonably be used to identify any individual user, client, or business. This Aggregated Data may be used for:

• Improving AI models and developing new AI-powered features
• Building recommendation engines, pricing benchmarks, and industry insights
• Research, analysis, and commercial purposes
• Creating and operating AI agents or automated tools

Aggregated Data is not considered personal information under applicable privacy laws.

4. How We Share Your Information

We do not sell your personally identifiable information. We may share information with:

• Service Providers: Third-party services that help us operate (Clerk for authentication, Stripe for payments, Resend for email, Vercel for hosting, Neon for database, Anthropic for AI generation, Sentry for error monitoring, Google Analytics).
• Your Clients: When you share a proposal via a public link or email, the proposal content (including your company information) is accessible to the recipient.
• Legal Requirements: When required by law, subpoena, or government request.
• Business Transfers: In connection with a merger, acquisition, or sale of assets.
• With Your Consent: When you explicitly authorize sharing.

5. Data Retention

We retain your account information and proposal data for as long as your account is active or as needed to provide the Service. You may request deletion of your account and associated data by contacting us. Some data may be retained in anonymized form or as required by law.

6. Data Security

We implement industry-standard security measures to protect your information, including encryption in transit (TLS/SSL), secure database access, and authentication via Clerk. However, no method of transmission over the Internet or electronic storage is 100% secure.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Object to or restrict processing of your information
• Request data portability
• Opt out of marketing communications

To exercise these rights, contact us at support@proposalbench.com.

8. Children's Privacy

The Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. International Data Transfers

Your information may be processed and stored in the United States or other countries where our service providers operate. By using the Service, you consent to the transfer of your information to these jurisdictions.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or through the Service. Your continued use of the Service after such notification constitutes acceptance of the updated policy.

11. Contact

For questions about this Privacy Policy, please contact us at support@proposalbench.com.