Account information
- User profile
- Access state
- Workspace settings
- Plan access
- Account-safety records
Trust & Security
Built with account safety and proposal data care in mind.
PropoKit helps contractors and service businesses manage projects, customers, files, proposals, follow-up, and accepted-work prep. Trust matters because that workflow includes real business data.
QuickBooks remains the accounting system of record. PropoKit manages the proposal workflow before accounting begins.
What PropoKit protects
PropoKit stores and processes information needed to run proposal workflow. That can include account details, business profile information, customer information, project files, proposal sections, products and services, pricing, email drafts, signing links, proposal status, and accepted-work handoff details.
Customer and project information
- Customer details
- Project names
- Files and notes
- Proposal status
- Workflow activity
Proposal content
- Proposal sections
- Line items and pricing
- Terms
- PDFs and drafts
- Version history
Integration state
- Connection status
- Safe metadata
- Sync preferences
- Handoff logs
- No private tokens in public views
Account safety actions are intentionally careful
Some actions are easy to click but hard to undo. PropoKit treats account deletion, data export, billing access, and integration handoff as higher-safety workflows.
Delete account safely
Account deletion should require email confirmation, signed-in access, recent verification where needed, and safety checks before final deletion.
Learn how deletion worksRequest data export
Data export should be owner-controlled, prepared securely, and downloaded from inside the signed-in app.
Go to data exportBilling and plan access
Billing pages should clearly show account access, plan state, support paths, and cancellation paths.
Manage billingQuickBooks handoff
Accepted work should be reviewed before it moves toward QuickBooks so drafts and incomplete details do not clutter accounting.
About the QuickBooks boundaryQuickBooks stays clean
PropoKit is not designed to replace QuickBooks. It manages the proposal workflow before accounting begins. Drafts, scope changes, files, proposal versions, and follow-up stay in PropoKit until the job is accepted and ready for handoff.
Privacy, consent, and subprocessors
PropoKit's public legal and privacy pages should match the real product. When PropoKit uses service providers to operate the app, those processors should be disclosed where appropriate. Analytics and telemetry should follow the consent choices shown to users.
Privacy Policy
Explains what types of data PropoKit collects and how it is used.
View policyCookie Notice
Explains necessary storage, consent preferences, and approved analytics or diagnostics behavior.
View noticeSubprocessors
Lists service providers involved in operating PropoKit where applicable.
View subprocessorsCookie Settings
Lets visitors manage privacy preferences where consent choices are available.
Open settingsSupport safety
Support should help users solve problems without asking for unnecessary secrets. See the Support page for what to send and what to avoid. Check Service Status before sending a support request, or visit the Help Center for common guides.
Frequently asked questions
Does PropoKit replace QuickBooks?
No. QuickBooks remains the accounting system of record. PropoKit manages proposal workflow before accounting begins.
How does account deletion work?
Self-serve deletion is designed to use confirmation and signed-in final action so deletion is not triggered casually or accidentally. If a request cannot be safely verified, support-assisted guidance may be required.
How does data export work?
Data export is designed as a signed-in account action. Exports should include customer-portable account/workflow data while excluding secrets, tokens, and private system internals.
Should I send private tokens or credentials to support?
No. Do not send passwords, payment card details, QuickBooks credentials, API keys, OAuth tokens, export links, or delete confirmation links through support messages.
Have a trust or account-safety question? Review the Privacy Policy, Cookie Notice, and Subprocessors page, or Contact support if you need help with your account.