Privacy policy
Last updated: 5 November 2026
Draft. Have this checked before launch. It is a starting point, not legal advice.
This policy explains what personal information Quotesmith collects, why, and what your rights are under the Protection of Personal Information Act (POPIA).
Who we are
Quotesmith is operated by [LEGAL ENTITY NAME] ([REGISTRATION NUMBER]), Cape Town, South Africa. Our Information Officer is [NAME], contactable at [EMAIL].
What we collect
- From tradespeople using the app: name, contact details, business details (business name, address, VAT number, bank details, logo), your price list, and the job descriptions and messages you enter.
- About your customers, as entered by you: the customer's name and job address on quotes and invoices, any questions they send through the quote page, and whether they opened or accepted a quote.
- Usage data: basic technical logs needed to run and secure the service. [STATE WHETHER IP ADDRESSES ARE STORED AND FOR HOW LONG.]
Why we use it
To create your quotes and invoices, show them to your customers, keep your account working, bill your plan, and keep the service secure. We do not sell personal information and do not use it for advertising.
Who processes it
Job descriptions and messages are processed by an AI model provider (Anthropic) to draft quotes. Data is hosted by [HOSTING PROVIDER, REGION]. [LIST ANY OTHER PROCESSORS, E.G. PAYMENTS OR E-MAIL.] These providers may process data outside South Africa; [DESCRIBE THE SAFEGUARDS].
Your customers' information
When you enter a customer's details, you are responsible for having a lawful reason to do so (for example, quoting for work they asked for). Quotesmith processes that information on your behalf.
How long we keep it
[RETENTION PERIOD, E.G. FOR AS LONG AS YOUR ACCOUNT IS ACTIVE, PLUS ANY PERIOD REQUIRED FOR TAX RECORDS.] Invoices may need to be kept for the period required by tax law.
Your rights
You may ask to see, correct or delete your personal information, or object to its processing, by contacting [EMAIL]. You may also complain to the Information Regulator (South Africa).