Privacy Policy

Introduction

Portiqo ("we", "our", or "us") is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your information when you use our quote follow-up service.

Information We Collect

We collect information you provide directly:

• Account information: Name, email address, business name when you sign up
• Quote data: Customer names, contact details, job descriptions, and pricing you enter
• Usage data: How you interact with our service, including quotes created and sent

We automatically collect:

• Device information: Browser type, operating system, IP address
• Analytics: Pages visited, time spent, referral source

How We Use Your Information

• To provide and improve our quote follow-up service
• To send notifications when customers view or respond to quotes
• To generate AI-assisted follow-up messages
• To send service-related emails (account updates, product changes)
• To analyse usage patterns and improve our product

Data Sharing

We do not sell your personal information. We share data only with:

• Service providers: Email delivery (Loops.so), payment processing (Polar.sh), hosting (Cloudflare)
• AI providers: Anthropic (Claude) for generating follow-up messages - only quote context is shared, not personal data
• Legal requirements: When required by law or to protect our rights

Your Customer's Data

When you use Portiqo to send quotes, your customers' information (name, email, phone) is stored to facilitate the quote process. Your customers can:

• View their quote via the unique link you share
• Accept or decline quotes directly
• Contact you through the details you provide

You are responsible for ensuring you have appropriate consent to share your customers' contact information with us for quote delivery and follow-up purposes.

Cookies

We use essential cookies to maintain your session and preferences. We also use analytics cookies to understand how our service is used. You can disable cookies in your browser settings.

Data Retention

We retain your account and quote data for as long as your account is active. You can request deletion of your data at any time by contacting us. Quote data may be retained for up to 7 years for legal and accounting purposes.

Your Rights

Under UK GDPR, you have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion of your data
• Object to processing
• Data portability

To exercise these rights, contact us at privacy@portiqo.co.uk.

Security

We use industry-standard security measures including encryption in transit (HTTPS), secure password hashing, and access controls. Our infrastructure is hosted on Cloudflare and Neon, both of which maintain robust security certifications.

Changes to This Policy

We may update this policy from time to time. We'll notify you of significant changes via email or through our service.

Contact Us

Questions about this policy? Contact us at privacy@portiqo.co.uk.