1. Introduction and Scope

Marino Ventures, LLC d/b/a Send Quotes ("Company," "we," "us," or "our") operates the Send Quotes software-as-a-service platform (the "Service"). Send Quotes is a trade name of Marino Ventures, LLC. This Privacy Policy explains how we collect, use, disclose, and protect information about: (a) visitors to our website at https://www.send-quotes.com ("Website Visitors"); and (b) registered users and their Authorized Users who access the Service ("Customers").

By using the Service or Website, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of the Service.

This Privacy Policy does not govern the data practices of our Customers in their use of the Service. Customers are responsible for the personal data they collect from their own clients via quotes and proposals sent using the Service.

2. Key Definitions

  • "Personal Data" means any information that identifies or could reasonably be used to identify a natural person.
  • "Customer Data" means all data, including Personal Data, submitted by Customers and their Authorized Users through the Service.
  • "Usage Data" means information automatically collected about how users interact with the Service (e.g., pages visited, features used, session duration).
  • "End Client Data" means any Personal Data about Customer's clients included in quotes or proposals created through the Service.

3. Information We Collect

3.1 Information You Provide

We collect information you provide directly, including:

  • Account registration details: name, email address, company name, job title, and password;
  • Billing information: credit card number, billing address, and other payment details (processed by our third-party payment processor; we do not store full card numbers);
  • Profile and settings information you configure in the Service;
  • Content you create within the Service, including quotes, proposals, product/service lists, and pricing data;
  • End Client Data you include in quotes (e.g., client name, email address, contact details);
  • Communications with our support team, including emails, chat logs, and feedback;
  • Information submitted when signing up for newsletters, webinars, or promotional offers.

3.2 Information Collected Automatically

When you use the Service or visit our Website, we automatically collect:

  • Usage Data: pages viewed, features accessed, buttons clicked, time spent, and navigation paths;
  • Device and browser information: IP address, browser type and version, operating system, and device identifiers;
  • Log data: access times, referring URLs, error logs, and API request data;
  • Cookie and tracking data (see Section 5 for more detail);
  • Quote activity data: when quotes are opened, viewed, accepted, or declined by your clients.

3.3 Information from Third Parties

We may receive information about you from third parties, including:

  • Payment processors (e.g., confirmation of payment status);
  • OAuth providers if you log in via Google, Microsoft, or similar services;
  • CRM, accounting, or other integrations you connect to your Account;
  • Analytics partners (in aggregate or pseudonymous form).

4. How We Use Your Information

4.1 Providing and Improving the Service

  • To create and manage your Account;
  • To process payments and send invoices;
  • To deliver, operate, and maintain the Service;
  • To enable quote creation, delivery, and tracking features;
  • To analyze usage patterns and improve Service functionality, performance, and user experience;
  • To develop new features and products.

4.2 Communications

  • To send transactional emails (e.g., account confirmations, password resets, subscription receipts);
  • To provide customer support and respond to inquiries;
  • To send marketing and promotional communications, with the ability to opt out at any time.

4.3 Security and Compliance

  • To detect, investigate, and prevent fraud, abuse, and security incidents;
  • To enforce our Terms of Service and other policies;
  • To comply with applicable legal obligations and respond to lawful requests from public authorities.

4.4 Analytics and Research

  • To generate aggregated, anonymized analytics about Service usage;
  • To conduct internal research and business intelligence activities.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies (e.g., pixels, web beacons, local storage) to operate and enhance the Service. Categories of cookies we use include:

  • Strictly Necessary Cookies: required for authentication, session management, and core Service functionality. These cannot be disabled.
  • Performance and Analytics Cookies: used to understand how users interact with the Service (e.g., Google Analytics, Amplitude). These help us improve the Service.
  • Functional Cookies: used to remember your preferences and settings.
  • Marketing Cookies: used to deliver relevant advertisements and track campaign performance.

You can manage cookie preferences through your browser settings. Note that disabling certain cookies may affect Service functionality.

6. How We Share Your Information

We do not sell your Personal Data. We may share your information as follows:

6.1 Service Providers

We share information with trusted third-party vendors who process data on our behalf, such as:

  • Payment processors (e.g., Stripe) for billing;
  • Cloud hosting providers (e.g., AWS, Google Cloud) for data storage and infrastructure;
  • Customer support tools for help desk operations;
  • Email delivery services for transactional and marketing communications;
  • Analytics providers for usage analysis;
  • Error tracking services for identifying and fixing technical issues.

All service providers are contractually required to process data only on our instructions and to maintain appropriate security measures.

6.2 Affiliates

We may share information with other ventures or entities under common ownership or control with Marino Ventures, LLC, provided they handle your information in accordance with this Privacy Policy.

6.3 Business Transfers

In the event of a merger, acquisition, asset sale, or similar corporate transaction, your information may be transferred as part of that transaction. We will provide notice if your data becomes subject to a materially different privacy policy.

6.4 Legal Disclosure

We may disclose Personal Data when required by law, subpoena, court order, or other legal process, or when we believe in good faith that disclosure is necessary to: (a) protect the rights or safety of Company, our users, or others; or (b) detect or prevent fraud or illegal activity.

6.5 With Your Consent

We may share your information for other purposes with your explicit consent.

7. Data Retention

We retain Personal Data for as long as necessary to fulfill the purposes described in this Privacy Policy, including:

  • Account and Customer Data: retained for the duration of your Subscription plus thirty (30) days following termination, during which time you may export your data;
  • Billing records: retained for seven (7) years as required for tax and accounting compliance;
  • Marketing communications data: retained until you opt out or request deletion;
  • Usage and log data: typically retained for twelve (12) months for security and diagnostic purposes.

Following applicable retention periods, we will securely delete or anonymize Personal Data.

8. Security

We implement commercially reasonable technical, administrative, and physical safeguards to protect Personal Data from unauthorized access, use, disclosure, alteration, or destruction. These measures include:

  • Encryption of data in transit using TLS/HTTPS;
  • Encryption of sensitive data at rest;
  • Access controls limiting data access to authorized personnel on a need-to-know basis;
  • Regular security assessments and monitoring;
  • Incident response procedures for detecting and responding to data security events.

No method of transmission over the internet or electronic storage is completely secure. While we use commercially reasonable measures, we cannot guarantee absolute security. In the event of a data breach affecting your Personal Data, we will notify you in accordance with applicable law.

9. Data Processed in the United States

We are based in the United States and the Service is operated from the United States. All data submitted to the Service is processed and stored on servers located in the United States. By using the Service, you understand and acknowledge that your information will be transferred to and processed in the United States.

10. Your Privacy Rights

10.1 Rights Available to All Users

  • Access: request a copy of the Personal Data we hold about you;
  • Correction: request that we correct inaccurate or incomplete data;
  • Deletion: request that we delete your Personal Data, subject to certain legal exceptions;
  • Opt-Out of Marketing: unsubscribe from marketing emails at any time by clicking the "unsubscribe" link in any email or contacting us at support@send-quotes.com.

10.2 California Residents (CCPA/CPRA)

California residents have the right to:

  • Know what categories of Personal Data we collect, use, and with whom it is shared;
  • Delete Personal Data we have collected about you (subject to exceptions);
  • Correct inaccurate Personal Data;
  • Opt out of the sale or sharing of Personal Data — we do not sell Personal Data;
  • Limit the use of sensitive Personal Data;
  • Non-discrimination for exercising your privacy rights.

To submit a verifiable consumer request, contact us at support@send-quotes.com. We will respond within 45 days as required by the CCPA. You may designate an authorized agent to make a request on your behalf.

10.3 How to Exercise Your Rights

To exercise any of the rights above, please contact us at support@send-quotes.com with sufficient detail to identify your request. We may require verification of your identity before processing. We will respond within the timeframe required by applicable law.

11. Children's Privacy

The Service is not directed to individuals under the age of 18. We do not knowingly collect Personal Data from children under 18. If we become aware that we have collected Personal Data from a child under 18, we will promptly delete such information. If you believe we may have inadvertently collected data from a minor, please contact us at support@send-quotes.com.

12. Third-Party Websites and Links

The Service may contain links to third-party websites or integrate with third-party services. This Privacy Policy does not apply to the data practices of such third parties. We encourage you to review the privacy policies of any third-party services you access.

13. Customer Responsibilities for End Client Data

When you use the Service to send quotes or proposals to your clients, you act as a data controller with respect to your clients' Personal Data. You are responsible for:

  • Ensuring you have a lawful basis to collect and process your clients' Personal Data;
  • Providing your clients with appropriate privacy notices regarding how their data will be used;
  • Complying with all applicable data protection laws with respect to your clients' data;
  • Not including in quotes or proposals any Personal Data that is sensitive, unnecessary, or that you do not have authority to process.

Company acts as a service provider with respect to End Client Data included in your quotes and proposals, and will process such data only as necessary to provide the Service.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make material changes, we will notify you by email and/or by posting a notice on the Service at least thirty (30) days before the changes take effect. The date of the most recent revision will always be displayed at the top of this policy. Your continued use of the Service after the effective date constitutes your acceptance of the changes.

15. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Marino Ventures, LLC d/b/a Send Quotes

Email: support@send-quotes.com

Website: https://www.send-quotes.com