Account information
Name, email address, sign-in information, account identifiers, workspace access, plan state, role, permissions, and account-safety records.
Privacy Policy
How PropoKit handles your data.
PropoKit helps contractors and service businesses manage proposal workflow. That means we handle real account, customer, project, proposal, file, billing, support, and integration data with care.
PropoKit is operated by Denali Tech Inc.
Who this policy applies to
This Privacy Policy explains how PropoKit collects, uses, shares, and protects information when you visit our website, create an account, use the PropoKit app, contact support, connect supported integrations, request a data export, or use account-safety features.
PropoKit is operated by Denali Tech Inc. References to "PropoKit," "we," "us," or "our" mean PropoKit and Denali Tech Inc. where applicable.
Information we collect
The information we collect depends on how you use PropoKit.
Business profile information
Company name, business details, logo, address, phone number, website, proposal defaults, terms, and branding information you add to PropoKit.
Customer and project information
Customer names, contact details, project names, project notes, project files, proposal status, workflow activity, and related job details you enter or upload.
Proposal content
Cover pages, company introductions, Scope of Work, Objectives, Products and Services, Pricing Summary, Terms and Conditions, proposal versions, PDFs, email drafts, signing links, and accepted-work details.
Product and service library information
Saved products, services, descriptions, prices, quantities, categories, imports, and library details used to build proposals.
Files and uploads
Project files, images, documents, proposal PDFs, file metadata, upload dates, file names, content types, and storage-related information.
Billing and plan information
Plan, subscription status, account access state, billing events, invoice/payment metadata, cancellation state, and related billing support information.
QuickBooks connection and workflow information
Connection status, safe handoff metadata, customer or item matching information, accepted-work preparation details, and invoice handoff state when QuickBooks is connected.
AI-assisted drafting information
Text, project details, business profile information, and proposal content you provide may be used to help generate or improve proposal drafts inside your workflow. You are responsible for reviewing AI-assisted output before sending it to a customer.
Support, feedback, and problem reports
Messages you send to support, feedback details, problem reports, safe screenshots or attachments you choose to include, and related communication history.
Website, device, cookie, and diagnostic information
Browser, device, page, consent preference, cookie/storage, error, performance, and diagnostic information may be collected when needed to operate, protect, troubleshoot, or improve the website and app. Analytics use should follow your consent choices where required.
Payment card details are handled by our payment processor. PropoKit should not store full payment card numbers.
Do not send QuickBooks login credentials to PropoKit Support. QuickBooks remains the accounting system of record.
Information we do not want you to send
For your safety, please do not send sensitive secrets through forms, support messages, feedback, or screenshots unless we specifically ask for a safe version.
- Passwords.
- Payment card numbers.
- QuickBooks login credentials.
- OAuth tokens.
- API keys.
- Delete-account confirmation links.
- Data-export download links.
- Private keys.
- Unnecessary private customer data.
- Full proposal documents unless support asks for them.
How we use information
We use information to operate PropoKit and provide the proposal workflow.
- Create and manage accounts.
- Authenticate users and protect account access.
- Provide projects, proposals, files, library, AI-assisted drafting, PDF export, signing links, email drafts, status tracking, and QuickBooks prep.
- Manage plans, billing access, subscription state, and cancellation flows.
- Provide customer support and respond to feedback or problem reports.
- Prepare account data exports.
- Process account deletion and account-safety requests.
- Maintain security, prevent abuse, troubleshoot issues, and monitor reliability.
- Send transactional emails, such as verification, account-safety, billing, export, support, team, and QuickBooks-related messages.
- Improve the product, website, and user experience using consented analytics or diagnostics where applicable.
- Comply with legal, tax, security, fraud-prevention, and accounting obligations.
Cookies, consent, and analytics
PropoKit uses necessary storage and cookies to operate the website and app, remember preferences, support sign-in, protect accounts, and provide core product functionality.
Necessary storage
Necessary storage supports sign-in, security, account access, consent preferences, and product functionality. These should remain available so PropoKit can work.
Consent preferences
PropoKit may store your privacy or cookie preferences so the site can remember your choices.
Product analytics and diagnostics
PropoKit may collect limited analytics or diagnostic information to understand performance, reliability, and product issues. Where analytics consent is required or offered, analytics should follow your consent choice. Reliability and performance diagnostics (such as Sentry error monitoring and Firebase Performance Monitoring) may operate on the signed-in workspace as a legitimate-interest reliability measure; performance diagnostics collect anonymous timing measurements only, with no proposal or customer content. See the Cookie Notice and Subprocessors page for details.
Approved website analytics tools
Google Analytics tags may load only on approved public website pages under Consent Mode. Before consent, analytics and ad storage remain denied, although Google Analytics may send limited cookieless, aggregate measurement pings. Accepting analytics enables additional storage and more detailed reporting on those approved pages. Microsoft Clarity remains consent-only and loads only after analytics consent. These tools do not run on private app, billing, proposal-view, or account-safety surfaces.
Google Ads and marketing tags
PropoKit has used Google Ads for customer acquisition, but paid campaign delivery is currently paused. The Google Analytics 4 event start_trial_click records intent or a CTA click; it is not a completed signup, trial, or purchase. A separate sign_up event records only a Firebase-confirmed new account: email/password after email verification, or a Google/Microsoft account when Firebase reports a new federated user. It includes the sign-in method category and does not include the account email, name, or user ID. This event is not yet a proven primary Google Ads import, and paid delivery must remain paused until that proof and a hard budget cap are approved. PropoKit does not install a standalone Google Ads pixel or remarketing pixel on site today. Meta Pixel and similar third-party ad tags are not active unless installed, disclosed, and consented where required.
AI-assisted drafting
PropoKit may offer AI-assisted drafting to help create first-pass proposal content, such as scope, objectives, summaries, or customer-facing wording. AI-assisted output should be reviewed by you before it is used in a customer proposal.
- Do not enter secrets, payment details, private keys, or unnecessary sensitive information into AI fields.
- AI output may be incorrect, incomplete, or need editing.
- You remain responsible for reviewing proposal content before sending it to a customer.
- AI-assisted drafting is meant to support the workflow, not replace business judgment.
QuickBooks connection
QuickBooks remains the accounting system of record. PropoKit manages proposal workflow before accounting begins.
When you connect QuickBooks, PropoKit may use connection state and authorized data to support customer matching, accepted-work preparation, and invoice or estimate handoff features. Draft proposals and incomplete proposal work should remain in PropoKit unless you choose an approved handoff action.
- Do not send QuickBooks login credentials to PropoKit Support.
- You can disconnect QuickBooks where the app provides that option.
- Your use of QuickBooks is also governed by Intuit's terms and policies.
- PropoKit should not expose connection secrets in public pages, support screenshots, or logs.
Billing and payments
Billing and subscription payments are processed through approved payment providers. PropoKit may store subscription status, plan, billing access state, invoices or payment metadata, cancellation state, and billing support information.
PropoKit should not store full payment card numbers. Payment card information is handled by the payment processor.
Data export
Account data export is designed as a signed-in, account-owner action. Export packages should include customer-portable account and workflow data while excluding secrets, tokens, private internal paths, payment card details, OAuth tokens, raw AI system prompts, and other internal system information.
Downloads should remain inside the signed-in app and should not be sent as public file links.
Account deletion
Account deletion is a sensitive action. PropoKit's self-serve deletion flow is designed to require email confirmation, signed-in access, and a final confirmation step where available. Some cases may require support-assisted deletion, especially if ownership, billing, team, integration, or safety conditions need review.
Deletion may not remove information that PropoKit or its providers are required or permitted to keep for legal, tax, billing, fraud-prevention, security, dispute, backup, or compliance reasons.
Data retention
We keep information for as long as needed to operate PropoKit, provide the service, support accounts, manage billing, maintain security, resolve disputes, comply with legal obligations, and protect legitimate business interests.
- Account data may be kept while the account is active.
- Project, customer, proposal, and file data may be kept while needed for the account workflow.
- Billing records may be kept as needed for tax, accounting, dispute, and legal reasons.
- Security, audit, and diagnostic records may be kept for safety and abuse-prevention purposes.
- Deleted or exported data may remain in backups or provider systems for a limited time according to retention practices.
Security
PropoKit uses administrative, technical, and organizational safeguards intended to protect account and workflow data. No internet service can guarantee perfect security, but PropoKit is designed to protect access, limit sensitive actions, and reduce accidental exposure of private data.
Security questions can be sent through support, and related public information is available on the Trust & Security page.
Your choices and rights
Depending on where you live, you may have privacy rights related to your personal information. These may include rights to access, correct, delete, export, restrict, or object to certain processing.
- Update account and business profile information in the app.
- Request account data export where available.
- Request account deletion where available.
- Manage cookie or analytics preferences through Cookie Settings.
- Contact support for privacy questions.
- Manage billing and cancellation from Billing where available.
To make a privacy request, contact support@propokit.com or use the Support page. We may need to verify your identity before completing certain requests.
Marketing emails
PropoKit may send transactional emails related to your account, security, billing, support, team access, exports, deletion, QuickBooks connection, and product workflow.
If PropoKit sends marketing emails in the future, those emails should include the required unsubscribe or preference controls.
Children
PropoKit is intended for businesses and is not directed to children. Do not use PropoKit if you are not old enough to enter into an account or service relationship under applicable law.
International users
PropoKit is operated from the United States. If you use PropoKit from outside the United States, your information may be processed in the United States or other locations where our service providers operate.
Changes to this policy
We may update this Privacy Policy from time to time. When we make changes, we will update the "Last updated" date. If changes are material, we may provide additional notice where appropriate.
Contact us
Questions about this Privacy Policy or PropoKit privacy practices can be sent to PropoKit Support.