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Proposify

Medium Risk

Sales

AI-powered proposal software that helps sales teams create, send, and track winning proposals.

4
Risk Score
(1-10 scale)

Data Handling

Storage Location

US and CA servers

Retention Policy

Account lifetime

Training on User Data

No

Risk Factors

  • ⚠Proposal pricing and terms stored
  • ⚠Prospect interaction tracking
  • ⚠E-signature data captured

Security Recommendations

  • ✓Review proposal access controls
  • ✓Audit viewer tracking settings
  • ✓Implement proposal expiration dates

Compliance

SOC 2✓
GDPR✓
HIPAA✗

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