Privacy Policy

1. Information We Collect

We may collect name, business name, business address, email address, telephone number, job title or role, username and account credentials, account preferences, subscription plan, authorized-user information, and other information provided when establishing or managing an account.

If you purchase paid Services, we and our payment-processing or merchant-service providers may collect information necessary to process the transaction, such as billing name and address, payment method type, transaction amount, transaction date, payment status, and identifiers associated with the transaction. Payment-card information may be handled directly by payment processors or merchant-service providers rather than stored directly by DocuMonster.

Customers may upload or enter information regarding their own customers, prospective customers, employees, subcontractors, vendors, jobs, or projects. This information may include names, telephone numbers, email addresses, service addresses, customer notes, appointment information, project information, estimates and quotes, invoices, photos, communications, transaction records, and other information the customer chooses to store through the Services. DocuMonster processes this information principally to provide Services to the applicable business customer.

If related functionality is enabled, customers may upload business documents such as certificates of insurance, licenses, permits, W-9 forms, taxpayer identification information, vendor records, or similar business documentation. We do not request Social Security numbers, driver's-license information, health information, biometric information, background-check information, or other highly sensitive personal information as part of our ordinary account-registration process unless a future feature specifically requires such information and appropriate disclosures are provided.

We may collect communications sent through or to DocuMonster, including support requests, emails, chat messages, telephone communications, text messages, customer feedback, and communications transmitted through platform functionality. Where permitted by law and appropriately disclosed, calls or other interactions with DocuMonster may be recorded or analyzed for quality assurance, security, support, training, or service improvement.

When you use our websites or Services, we may automatically collect information such as IP address, browser type, device type, operating system, pages or features accessed, dates and times of access, referring pages, session information, error and diagnostic information, approximate location derived from IP address, and interactions with the Services. We may use cookies, pixels, software development kits, local storage, and similar technologies for authentication, security, analytics, preferences, performance, and marketing.

2. How We Use Information

We may use information to:

• create and administer accounts;
• provide and operate the Services;
• authenticate users;
• process subscription payments;
• deliver requested communications;
• provide customer support;
• maintain customer and project records;
• generate estimates, invoices, documents, reports, or other requested outputs;
• provide AI-enabled and automated functionality;
• personalize and improve the Services;
• understand feature usage and performance;
• develop new features;
• maintain security;
• prevent fraud, spam, abuse, and unauthorized activity;
• troubleshoot technical issues;
• enforce our agreements;
• communicate about accounts, subscriptions, updates, and security;
• send marketing communications where permitted;
• comply with legal obligations; and
• establish, exercise, or defend legal claims.

3. Artificial Intelligence and Automated Processing

Certain features may use artificial intelligence, machine learning, or automated technologies. Information submitted to these features may be processed by DocuMonster or service providers supporting those technologies for purposes such as generating requested outputs, improving workflows, summarizing information, organizing information, or performing other requested functions. We may establish additional restrictions regarding information that may be submitted to AI-enabled features. Customers should not submit unnecessary sensitive personal information to AI features.

4. Information About Our Customers' Customers

Businesses using DocuMonster may provide us with personal information concerning their customers, prospective customers, employees, subcontractors, or other contacts. In many circumstances, DocuMonster processes this information on behalf of the business customer that entered the information into the Services. That business determines why the information is collected, which information is entered, and how it is used through its account.

If you are a customer of a business that uses DocuMonster and you have questions about information that business maintains about you, you should generally contact that business directly. We may assist our business customers in responding to appropriate privacy requests.

5. SMS, Mobile Information, Phone Calls, and Email

The Services may enable our business customers to communicate with their customers or other contacts by text message, telephone, and email. DocuMonster may process recipient information, consent records, and communication metadata as necessary to transmit, route, secure, troubleshoot, document, and support those communications.

Mobile opt-in information and SMS consent are not sold, rented, released, or shared with third parties or affiliates for their own marketing or promotional purposes. We may provide such information to communications providers and other service providers only as reasonably necessary to deliver messages, operate and secure the Services, comply with law, prevent abuse, or carry out the instructions of the applicable business customer. DocuMonster does not use a business customer's customer list, mobile opt-in information, or SMS consent to market DocuMonster products or services to that business customer's contacts unless the individual separately establishes a direct relationship with DocuMonster and independently consents.

Recipients may opt out of applicable text-message programs using the instructions provided with those messages, including replying STOP where supported. Opting out of promotional messages does not prevent legally permitted non-SMS communications or communications that are otherwise required to complete a transaction or provide requested support.

6. How We Disclose Information

We may use companies that provide services such as cloud hosting, communications infrastructure, telephone and SMS services, email delivery, payment processing, cybersecurity, analytics, customer support, artificial intelligence, software development, data storage, and professional services. These providers may process information as necessary to perform services for us and are not authorized by DocuMonster to use customer personal information for unrelated purposes.

We may disclose information when you direct us to do so, including when you send an estimate or invoice, transmit a communication, share a document, activate an integration, or otherwise request that information be provided to another person or service.

Information may be disclosed as part of an actual or contemplated merger, financing, acquisition, sale of assets, corporate reorganization, bankruptcy, or similar transaction, subject to appropriate confidentiality protections where applicable.

We may disclose information when we reasonably believe it is necessary to comply with applicable law, respond to valid legal process, protect the rights or property of DocuMonster or others, investigate fraud or unlawful conduct, address security threats, enforce our agreements, or protect the safety of individuals.

7. We Do Not Sell Personal Information

DocuMonster does not sell personal information for monetary consideration and does not operate a business model in which customer contact information is sold to data brokers or unrelated third parties. Some privacy laws use broader definitions of "sale," "sharing," or targeted advertising. If our future practices constitute selling or sharing under an applicable privacy law, we will provide notices and choices required by that law.

8. Marketing

We may use contact information collected directly by DocuMonster to communicate about DocuMonster products, features, promotions, educational materials, or events where permitted by law. We do not use a business customer's customer list or downstream customer contact information to market DocuMonster products or services to those individuals unless they separately establish a direct relationship with DocuMonster and independently consent. You may unsubscribe from promotional email communications using the unsubscribe link contained in those emails. Opting out of marketing does not prevent us from sending necessary transactional, security, billing, account, or service communications.

9. Cookies and Analytics

We may use cookies and similar technologies to maintain sessions, remember preferences, authenticate accounts, detect fraud, measure website traffic, understand product usage, improve performance, and evaluate marketing effectiveness. Browser controls may allow you to limit certain cookies, although disabling necessary cookies may affect functionality.

Our marketing and sign-up pages use the Meta Pixel, a measurement tool provided by Meta Platforms, Inc., to measure the effectiveness of our advertising on Facebook and Instagram. The Meta Pixel may set cookies (such as _fbp) and shares limited event data with Meta — for example, that a page was viewed, that a verification code was requested, that an account was created, or that a plan was purchased — together with standard browser information. We do not send Meta your phone number, email address, or the contents of your documents. You can limit how Meta uses this information through your Facebook ad preferences, and browser controls may allow you to block these cookies.

10. Data Retention

We retain information for as long as reasonably necessary to provide Services and fulfill the purposes described in this Policy, including to satisfy legal, accounting, tax, security, fraud-prevention, dispute-resolution, and contractual obligations.

Following cancellation or termination of an account, Customer Data may remain available for export for up to 30 days, subject to account status, technical availability, legal requirements, and applicable product functionality. After that period, information may be deleted, anonymized, archived, or retained where reasonably necessary for legitimate business or legal purposes. Information may persist temporarily in backups and disaster-recovery systems.

11. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security. Customers are responsible for maintaining appropriate password security and user-access controls for their accounts.

12. Your Privacy Choices

Depending on your relationship with DocuMonster and applicable law, you may have rights concerning personal information, which may include rights to request access, correction, deletion, or a copy of certain information; restrict or object to certain processing; withdraw consent where processing is based on consent; or opt out of certain uses of information. These rights are subject to applicable exceptions and verification requirements.

If DocuMonster processes information solely on behalf of one of our business customers, we may direct your request to that customer. Requests may be submitted to hello@documonster.com. We may request information reasonably necessary to verify your identity or authority to submit a request.

13. State Privacy Rights

Residents of certain U.S. states may have additional privacy rights under applicable state law. Where such laws apply to DocuMonster's processing, we will honor legally required rights, which may include access, correction, deletion, data portability, and rights concerning certain sales, sharing, or targeted advertising. We will not unlawfully discriminate against an individual for exercising an applicable privacy right. An authorized agent may submit a request where permitted by law and subject to appropriate verification.

14. Children's Privacy

The Services are designed for businesses and are not intended for children under 18. We do not knowingly solicit children under 18 to create business accounts. If we learn that information has been collected from a child in circumstances where collection is prohibited, we will take appropriate steps to delete or otherwise address that information.

15. International Users

DocuMonster operates primarily in the United States. If information is submitted from outside the United States, it may be processed and stored in the United States or other locations in which our service providers operate. Additional terms or disclosures may be provided if DocuMonster materially expands Services into jurisdictions with specific international privacy requirements.

16. Third-Party Services and Integrations

The Services may contain integrations, links, or functionality supplied by third parties. Information you choose to send to a third-party service is also subject to that third party's privacy practices. DocuMonster is not responsible for independent privacy practices of third parties.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The revised Policy will identify its Last Updated date. If we make material changes, we may provide additional notice through our website, Services, email, or another appropriate communication method.

18. Contact Us

For questions about this Privacy Policy or DocuMonster's privacy practices, contact DocuMonster at hello@documonster.com, 855-DOCUMON (855-362-8666), or 4505 Socastee Blvd, Myrtle Beach, SC 29588. Website: www.DocuMonster.com.