SiteToQuote Data Schedule

Local proposal information

SiteToQuote keeps your business profile, optional logo, customer and job details, scope, pricing, notes, reusable scope snippets and exclusions, copied job photos, drafts, completed history and generated PDFs in this app's local device storage. It has no account, Concepts Refinery backend, cloud synchronization, advertising, tracking or usage analytics. Concepts Refinery does not receive these local records.

Device features and your choices

Camera access is requested only when you choose Take photo. Add photos uses your device's selected-item picker; the app does not need access to your full library. Copied photos and your logo remain local unless you deliberately export or share them. No contacts, location or dedicated microphone permission is required. Normal keyboard dictation, the photo picker, camera, browser, mail app and system share sheet are supplied by your operating system or other providers; their services may handle what you choose under their own terms. SiteToQuote does not automatically attach your proposal or photos to Support.

PDFs and sharing

Core proposal editing, reusable scope snippets, saving, history, PDF generation and these legal documents work offline. A generated PDF contains the business, customer, job, price, notes and photos shown in Review, plus optional printable signature lines when you enable them. Share saved PDF opens the system share sheet only when you choose it. You select the recipient or destination. Other apps may require an internet connection. Closing the share sheet does not establish that a proposal was sent, delivered or accepted.

Retention, deletion and historical records

Records remain until you change or delete them. Completed proposals keep the business identity used when they were finalized; changing your profile affects future work. Duplicate creates a separate draft. Proposal deletion and Delete all app data require confirmation. File cleanup applies only to app-owned files no longer referenced by saved records; copies you exported, shared or saved elsewhere are separate. Unreadable saved data is protected rather than silently replaced. An app update may keep a local recovery copy of the original saved records before converting app-owned file references. Delete all app data removes those recovery copies after saving an empty state. Editing or deleting a reusable snippet does not alter text already copied into a proposal. Uninstalling the app may remove its local records. Device backups and app-store transaction records are controlled separately by their providers. Concepts Refinery cannot recover or delete local information it never received.

Product scope and responsibility

This is a proposal preparation tool, not accounting, invoicing, payment collection, a CRM, tax advice or legal advice. Review the scope, prices, dates, exclusions and recipients before sharing. Printable signature lines do not guarantee a legally binding contract, customer acceptance, payment or a won job. Any legal effect depends on your own terms and applicable law.

Support and privacy choices

The full Privacy Policy, Terms of Use, Country Notices, Data Deletion, Privacy Choices, Support and Company Information are saved here. Operational Support: conceptsrefinery@gmail.com. You decide what to include in a support email.