Privacy Policy

QuoteHQ (“QuoteHQ,” “we,” “us”), operated by Quote HQ Inc., provides a software platform for service businesses. This Privacy Policy explains how we collect, use, share, and protect personal information in connection with our website and the Service, and the choices available to you. It should be read together with our Terms of Service.

Two roles. For information about our own account holders and website visitors, we act as a controller. For the data our customers put into the Service about their own leads, clients, and contacts, we act as a processor on the customer’s behalf — the customer is the controller of that data and is responsible for its handling (see Section 9).

Account information. When you register, we collect your name, email address, organization details, role, and authentication information (including two-factor settings if enabled).

Customer Data you submit. Information you and your users enter into the Service, including lead, client, and contact records, proposals, invoices, projects, tasks, and documents you send for signature. This may include personal information about your own clients that you choose to provide.

Signature and audit data. When a document is e-signed, we record the signer’s name, consent, a timestamped audit trail, IP address and user-agent, and a sealed copy of the signed document.

Payment information. Card and bank details are collected and stored by our payment processor (Finix) through its hosted, tokenized forms. We do not receive or store full card numbers or bank credentials; we retain limited, non-sensitive details such as card brand, last four digits, and transaction status.

Usage and device data. We collect log, device, and usage information such as IP address, browser type, pages viewed, and actions taken, including diagnostic data used to detect and fix errors.

Communications. If you contact support, we keep a record of your messages.

We use information to:

• provide, operate, maintain, and secure the Service;
• process subscription and invoice payments;
• send transactional messages (such as sign-in, billing, proposal, signature, and invoice notifications);
• provide support and respond to your requests;
• monitor, troubleshoot, and improve the Service, including detecting and preventing fraud, abuse, and security incidents;
• comply with legal obligations and enforce our Terms.

We do not sell your personal information, and we do not use Customer Data to train general-purpose AI models.

We share information only as described here:

• Service providers (subprocessors) that help us run the Service, under contracts that limit their use of the information — see Section 5;
• Payment partners (Finix and Thryve) to process payments and onboard merchant accounts;
• Integrations you enable (such as QuickBooks Online), to which we send the relevant data at your direction;
• Legal and safety reasons — to comply with law, respond to lawful requests, or protect the rights, property, or safety of QuoteHQ, our customers, or others;
• Business transfers — in connection with a merger, acquisition, financing, or sale of assets, subject to this Policy.

We rely on the following third-party service providers to operate the Service. Each processes personal information only as needed to provide its service to us:

Depending on your location, you may have rights to access, correct, delete, or receive a copy of your personal information, and to object to or restrict certain processing. Because much of the personal information in the Service is Customer Data controlled by our customers, if you are one of our customer’s clients you should direct such requests to the business you interacted with; we will assist that business as its processor.

California residents. We do not sell or “share” personal information as those terms are defined under California law, and we do not discriminate against you for exercising your privacy rights.

To exercise a right or ask a privacy question, contact us at privacy@myquotehq.com. We may need to verify your identity before responding.