What Proposal Pulse keeps, and why.

The early-access sign-up

When you sign up for early access, Proposal Pulse stores:

• your email address
• the type of business you picked
• how many estimates you send a month, if you answered
• the page you signed up on
• your IP address
• when you first signed up, and when you last did

The email is how you’ll hear when early access opens, and the type of business and volume say what kind of work you do, so what you hear fits it. The IP address and the times are there to stop the form being abused, such as one place signing up address after address. Signing up again with the same address updates your entry instead of adding a second one.

The address is also held by the email service that sends the early-access emails. It isn’t sold or passed to anyone else.

When someone opens a tracked page

A business using Proposal Pulse sends its estimate, bid or proposal as a link, and the page says at the bottom that visits are recorded. When the page is opened, Proposal Pulse records:

• when it was opened, how long it was on screen, and how long it was actively being read
• how far down it was scrolled, the time spent on each section and on each page of the PDF, and how much of a video was watched
• what was clicked, such as call, text, download, print or an option picked, and the first few words of anything copied
• the type of device, the browser and the screen size, and the link the visit came from
• a random ID kept in the browser, so a return visit on the same device can be told apart from a new one
• the IP address, and the approximate town and internet provider it belongs to. It’s never more precise than that.

Proposal Pulse doesn’t read anything else on the device, doesn’t use its location services, and records nothing about what someone does after leaving the page.

Who sees it

The business that sent the link, and Proposal Pulse itself, to run the service. It reaches the business as an email, a phone alert and an entry on their dashboard, and it’s there to help them decide when and how to follow up. A short written read of each visit is made from those same facts by an AI model. Beyond the services listed below, it isn’t shared, and none of it is sold or used for advertising.

How long it’s kept

Visit records stay with the estimate they belong to, so the business can look back at how it went. The oldest records are cleared as newer ones come in.

If you use the Gmail add-on

The Gmail add-on shows what Proposal Pulse knows about an estimate while you read or write an email about it. When you open an email, it reads the conversation that email is in, and only while it’s open. It looks through the messages for links to your estimates and for the addresses on them, and lists any PDF attached. It also reads the email address of the Google account you’re signed in with, to find your Proposal Pulse account and tell your messages from theirs.

• Apart from a PDF you choose to track (below), the only thing it keeps from the conversation is the recipient’s address, saved on the estimate when you put that estimate’s link into an email you’re writing, or press “Send it” to start an email to them, so the next email with them finds it. Nothing else from the mail is kept: not the subject, the text or the other people on it.
• When you ask it to write a reply, the last few messages of that conversation go to the AI model, which writes the draft. Proposal Pulse doesn’t keep them, or the draft the model sends back. The draft is made in your Gmail.
• A PDF attached to an email is taken only when you press the button to track it. It’s added to your account as an estimate, named after the file.

Proposal Pulse's use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Who else handles it

A few services do part of the work, and each sees only what its part needs:

• the hosting provider, which runs the site and keeps standard server logs
• Brevo, the email service that sends alerts, visit summaries and the early-access emails
• ipinfo.io, an IP lookup service, for the approximate town and provider
• Claude, an AI model from Anthropic, which writes the visit summaries and follow-up texts from the visit record, and the replies the Gmail add-on writes from a conversation
• the push services built into phones and browsers, which deliver alerts and carry only the alert’s text
• cdnjs, a public library host run by Cloudflare, which serves the viewer a PDF estimate opens in, so it sees the visitor’s IP address the way any website a page loads from does
• Pushover, only for a business that chose to get its alerts there, which carries the alert’s text the same way

Questions

Questions about this page, or about what Proposal Pulse keeps, go to hello@proposalpulse.app.

Changes

If this page changes, the date at the top changes with it.