Privacy Policy

The short version

• We collect what's needed to send proposals and record signatures, and nothing more.
• We never sell personal information, and we don't show ads.
• We never see or store bank, card, Venmo or PayPal logins. Payments happen outside EarnestBid.
• You can export or delete your data anytime from your settings.

1. Who this covers

This policy covers businesses who use EarnestBid, and their clients who open, sign or ask questions about a proposal. For client information, the business that sent the proposal decides what to collect and how to use it; we handle it on their behalf.

2. What we collect

• Business accounts: name, business name, email, logo, the payment details you choose to show clients (for example your Venmo username or Zelle email), and billing details for Pro (handled by Stripe and Link; we never see or store card numbers). If you sign in with Google, we receive your name and email from Google.
• Proposals and clients: the content you add, plus your clients' names, companies and email addresses, and their messages to you.
• When a client opens or signs: the signature (drawn or typed), name, time, IP address, device and browser, how long the proposal was open and which optional extras were tapped. This builds the signature record and Insights.
• Quote requests: what people enter on your request page.
• Basic site use: pages visited and errors, to keep EarnestBid working and improve it. We use PostHog for this with session recording and automatic click capture turned off, and client proposal pages are never tracked. Cookies are small files a website saves in your browser; we use them to keep you logged in and for these basic visit counts. No advertising cookies.

3. How we use it

• To run EarnestBid: send proposals and reminders, show them to clients, record signatures and produce signed PDFs.
• To email you about your account, like "Dana signed your proposal" or billing receipts.
• To keep the service secure and fix problems.
• To send product news, only if you opt in. You can unsubscribe anytime.

4. Who we share it with

• Only service providers that help run EarnestBid, under terms that limit their use of the data:
• Lovable: hosts the website and app, sends EarnestBid's emails (proposals, reminders and alerts), and counts basic website visits.
• Supabase (through Lovable Cloud): stores accounts, proposals and signature records.
• Google: sign-in with Google, if you choose it, and the website's fonts (your browser loads them from Google Fonts, which shares your IP address with Google but no account or proposal data).
• PostHog: basic, privacy-minded usage statistics as described above.
• Stripe and Link (Stripe's Managed Payments service): process Pro subscription payments and collect sales tax. Link is the seller of record for Pro, so your name, email, card and billing address go to Stripe and Link directly, under their own privacy policies. We never see or store your card number.
• Zoho Mail: our inbox, if you email us.
• We don't use advertising or social-media tracking tools. We also share information if the law requires it, or as part of a sale or merger of EarnestBid (we'd tell you first). We never sell or rent personal information.

5. How long we keep it

We keep your account data while your account is open. Signed proposals and their signature records are kept for as long as your account is open and for 7 years after signing, so they can serve as proof of the agreement, unless you delete them sooner. After you close your account, other data is deleted within 90 days.

6. Your choices and rights

• Export everything in your account, or delete your account, from your settings.
• Ask us to access, correct or delete your information at hello@estimateflow.io. Depending on where you live (for example California), you may have more rights, and we'll honor them.
• Clients: to see or delete your information, contact the business that sent the proposal, or email us and we'll pass your request along.

7. Security

We use reasonable safeguards for a business of our size: data is encrypted in transit (HTTPS) and at rest. Once a proposal is signed, it can't be edited in EarnestBid; later changes go through a separate change order the client signs, and each signed copy carries a fingerprint so any change to it would show. No method of storing or sending data is 100% secure, and we can't guarantee absolute security. Please use a strong, unique password. If a breach affects your information, we'll notify you as the law requires.

Information you add about other people

When a business adds a client's details or sends a proposal, that business is responsible for having the right to share that information with us and to contact that person. Payment apps, banks and card processors your clients use have their own privacy policies, which we don't control.

8. Children

EarnestBid is for businesses and isn't meant for anyone under 18.

9. Changes

If we make important changes, we'll email account holders and update the date above.

Contact

Privacy questions: hello@estimateflow.io.