Data Privacy
Data handling and security posture
Tenant separation
QuoteFly is designed so each workspace is scoped by tenant and user membership. Users should only be able to access records tied to their own organization.
Access controls
Account access is role-based. Owners, admins, and members have different capabilities inside the workspace. Team seats and feature access are enforced by plan and membership.
Authentication and billing
Authentication is handled through account credentials and session tokens. Billing is managed through Stripe, and payment card details are not stored inside QuoteFly.
Operational security
We use hosted infrastructure providers to run the application, database, and website. We continue to harden logging, access reviews, and operational controls as the product matures.
AI-assisted features
When a user invokes AI-assisted quoting, QuoteFly may send the prompt and relevant customer, activity, pricing, saved-job, or quote context to OpenAI. AI output is a draft for human review, and prompts plus usage details may be retained in the workspace for operational and quality review.
Retention and export
Customers control the records they add to QuoteFly. The current export paths include PDF quotes and QuickBooks-compatible CSV files. Direct QuickBooks sync remains a staged integration and is not presented as a launch feature.
Reporting a concern
If you believe data has been exposed or mishandled, email support@quotefly.us with “Security” or “Privacy Request” in the subject line and include the affected workspace details.