Privacy-First by Design: QuoteCreator is a local-first browser-based application. Your estimate data stays in your browser. We do not collect, store, or transmit your business data to any servers.
Overview
QuoteCreator is a professional estimate and quote generation app designed for business professionals. We are committed to protecting your privacy through a local-first architecture that keeps your data under your control.
Key Privacy Principles:
- Your estimate data never leaves your device unless you explicitly share it
- No account creation required
- No analytics or tracking services
- No advertisements
- Optional Clio integration uses industry-standard OAuth (you control access)
Data Collection
We collect ZERO business data.
QuoteCreator does not collect or transmit:
- Your estimates, quotes, or invoices
- Customer information you enter
- Line items, pricing, or business data
- Company settings or preferences
- Usage analytics or behavioral tracking
What We Do Collect
The only data that leaves your browser is:
- Payment transaction data: When you purchase the app via Stripe, Stripe processes your payment (we never see your credit card details)
- Clio OAuth tokens: When you connect to Clio (optional), OAuth tokens are stored encrypted in your browser and used to authenticate API requests
Data Storage
All business data you create in QuoteCreator is stored exclusively in your browser's secure storage:
- Estimates and quotes
- Line items and pricing
- Customer information (optional)
- Company settings and branding preferences
- Clio OAuth tokens (encrypted, when connected)
Your data never leaves your browser unless you explicitly:
- Generate and download a PDF file
- Upload an estimate to Clio (optional feature, requires your explicit action)
Clio Integration
QuoteCreator offers optional integration with Clio practice management software. This feature is completely optional and requires your explicit consent.
How Clio Integration Works
When you connect to Clio:
- Secure authentication: We never see or store your Clio password
- Access tokens: Encrypted and stored in your browser only
- Requested permissions: "Read matters" and "Write documents" (to browse your matters and upload PDFs)
- Data transmission: Only when you click "Upload to Clio" - we send the PDF and matter ID to Clio's API
- Disconnection: You can disconnect at any time via Settings, which deletes all Clio tokens from your browser
What We Send to Clio
Only when you explicitly tap "Upload to Clio":
- The PDF file you generated
- The matter ID you selected
- Document metadata (filename, creation date)
We do not:
- Automatically sync data to Clio
- Upload estimates without your explicit action
- Store copies of uploaded documents on any servers
- Share your Clio data with third parties
Clio's Privacy Policy
When you use Clio integration, you are also subject to Clio's Privacy Policy. Clio is a separate company and we recommend reviewing their policies.
Third-Party Services
QuoteCreator uses the following third-party services:
Clio (Optional)
- Purpose: Practice management integration
- Data shared: Only PDFs you explicitly upload
- Privacy: Clio Privacy Policy
Stripe Payment Processing
- Purpose: Secure payment processing ($12.99 one-time payment)
- Data shared: Payment transaction data (handled by Stripe)
- Privacy: Stripe Privacy Policy
Local Libraries (No Data Transmission)
- PDF generation: Client-side PDF creation (operates locally, no network calls)
- Browser storage: All data stored locally in your browser (no network calls)
No analytics, crash reporting, or cloud services.
Permissions
QuoteCreator is a web application and uses standard browser capabilities. No special permissions are required for basic functionality.
Network Access (Automatic)
- Purpose: Clio OAuth authentication and document upload (optional feature)
- Usage: Only used when you connect to Clio or upload documents
- Browser control: All network requests are controlled by standard browser security policies (HTTPS, CORS)
File Downloads (Browser-Controlled)
- Purpose: Save generated PDF files to your Downloads folder
- Usage: Only when you click "Generate PDF"
- Browser control: Your browser's download settings determine where files are saved
Data Security
Your data is protected by multiple layers of security:
- Browser security: Modern browsers protect your data with origin-based isolation
- Local-only storage: No cloud sync = no cloud breaches
- Encrypted OAuth tokens: Clio access tokens stored securely in your browser
- HTTPS only: All Clio API requests use secure encryption
- No password storage: We never see or store your Clio password (OAuth handles authentication)
Your Rights & Data Deletion
Your Rights (GDPR, CCPA, etc.)
Under privacy laws like GDPR (EU), CCPA (California), and PIPEDA (Canada), you have rights to:
- Access your data: All your data is stored in your browser's local storage
- Delete your data: Clear browser data for the QuoteCreator site (see below)
- Export your data: Generate PDFs and save to any location you choose
- Opt-out of collection: Nothing to opt out of - we collect no business data
- Revoke Clio access: Disconnect Clio in Settings to delete all OAuth tokens
How to Delete Your Data
To permanently delete all your QuoteCreator data from your browser:
- Option 1 - Clear site data: Use QuoteCreator Settings → Clear All Data (recommended)
- Option 2 - Browser settings: Clear browsing data for QuoteCreator in your browser's privacy settings
This permanently deletes:
- All estimates and quotes
- All customer information
- All settings and preferences
- Clio OAuth tokens (if connected)
Note: PDFs you've already shared or uploaded to Clio are not deleted (they're stored separately on your device or in Clio).
Children's Privacy
QuoteCreator does not collect data from anyone, including children under 13. The app is designed for business use by adults and is not directed at children.
Changes to This Policy
If we change our privacy practices, we will:
- Update this policy with the new "Last Updated" date
- Announce material changes in app update notes
- For significant changes, request your consent when you update the app
Legal Compliance
QuoteCreator is compliant with:
- GDPR (European Union) - No data processing
- CCPA (California) - No data sale or collection
- COPPA (US Children's Privacy) - No child data collection
- PIPEDA (Canada) - No personal data handling
For privacy questions, concerns, or data requests:
Summary: QuoteCreator is a local-first app. Your business data stays on your device. We collect nothing, track nothing, and share nothing unless you explicitly upload to Clio. Privacy by design.