Proposeo Privacy Statement

Last update: December 9, 2019

We attach the greatest importance to the confidentiality of your information. This privacy statement explains what personal data are collected by Proposeo through our interactions with you and through our product, and how we use that data.

Proposeo offers a product accessible via the internet to facilitate the creation, production, management and distribution of commercial offers or digital documents and so facilitate the operation of businesses worldwide.

References to Proposeo products in this statement include services, websites, applications, software, servers and Proposeo devices. In accordance with data protection law, we kindly ask you to take a few moments to study the main aspects of our privacy policies. It is simply a question here of familiarizing yourself with these rules. This statement applies to interactions between Proposeo and yourself.

You must read to continue using Proposeo services

Personal data we collect

Proposeo collects data aimed at ensuring the proper functioning of its products and providing you with the best possible experiences. You provide, as Customer (administrator or user of your Proposeo account), some of this data directly, in particular, when you create a Proposeo account (information from the User Profile), when you administer your company account, when you complete the information fields relating to the “Products” and “Contacts” files, when you create a “Model” or “Offer”, when you purchase a subscription on the application located at, or even when you are asking for help using the “Tickets” from our online support service. We are required to process information such as the identifier of your device, the type of browser used, your IP address.

List of data collected by Proposeo, and which we host securely:

This same data can be used by Proposeo for legitimate commercial development purposes in the context of prospecting actions. In this case, this data may be shared with Third Party service providers. Your data may be forwarded within the European Union and to the United States (protected by the Privacy Shield and standard contractual clauses). This data may come from external partners. Finally, in the context of direct marketing, the data collected require your consent; these data may be kept for 3 years from the last contact.

How we use personal data

Proposeo uses the data collected in order to carry out its activities and ensure the supply of products and services expected by the User. Your data will be kept for 5 years from the end of the contract (duration of prescription in commercial matters). We are required to share this data with Third Party service providers (hosting, messaging service, online payment service, online signature service, to name only the most important)

We use them to improve our products and personalize your experiences. We may also use this data to communicate with you, for example, to give you information about your account, security updates, and products and services. However, we do not use what you say in emails, discussions, or your documents, photos or other personal files, which Proposeo may receive on your initiative, to send you targeted advertisements.

Your data may be transferred within the European Union and to the United States (protected by the Privacy Shield and standard contractual clauses).

Reasons why we share your personal data

We share your personal data with your consent or if these are necessary to carry out a transaction or to provide a service that you have requested or authorized. We also share data with providers working on our behalf; when required by law or to respond to legal proceedings; to protect our customers; to maintain the safety of our products; and to protect the rights or property of Proposeo.

How to access and control your personal data

User (administrator or single user) of the service offered on You can view, modify or delete your personal data online by logging in with your credentials at You can also choose whether or not to receive promotional emails, SMS messages, phone calls and postal mail from Proposeo. You can also opt out of receiving interest-based information sent by Proposeo by unsubscribing from our newsletters.

How to access and control your personal data when personal data has not been collected from the data subject:

This will generally be the final recipient of the digital commercial offer and / or a digital document generated by Proposeo. This Final Recipient is also called "Contact" of the user of the Proposeo service. He is the recipient of the digital commercial offer received by email or of a pdf document generated using the tool provided by Proposeo.

If you are in this case, and you wish to obtain information on your personal data, you can address your request to the Data Protection Officer by e-mail at the following address: Proposeo undertakes to forward your request to the administrator of the Proposeo account to declare on our platform, and to provide all the information in accordance with article 14 and article 15 of Regulation (EU) 2016/679 of the European Parliament and Council of April 27, 2016.

Cookies & similar technologies

Proposeo uses cookies (small text files placed on your device) and similar technologies to provide you with the best user experience on our websites and online services and to collect data. Cookies allow us, among other things, to remember your preferences and settings; to allow you to connect; to fight against fraud; and analyze the performance of our websites and online services. You have a variety of tools to control cookies, web beacons, and similar technologies, including browser controls to block and delete cookies, and controls by certain third-party analytics service providers to opt out of data collection by web beacons and similar technologies. Your browser and other choices may affect your experiences with our products. Our application may include web beacons and cookies from third party service providers.

List of cookies used:

These cookies contain encrypted information, guaranteeing the impossibility for a thief to use them if they are recovered without your knowledge on your machine.

Notice for users (non-administrator)

The product published by Proposeo is designed for use by companies and sent to you by your organization. Your use of the Proposeo product may be subject to your organization's policies, if applicable. If your organization manages your use of Proposeo products, please send your privacy inquiries to your administrator.

When you use social features of these products, other users on your network can see some of your activity. For more information on social functions and other functionalities, consult the documentation or help relating to the Proposeo product concerned. Proposeo is not responsible for the privacy or security policies or practices of its customers, which may differ from those stipulated in this privacy statement.

If you use an email address provided by an organization to which you are affiliated, such as an employer or an educational institution, to connect to the online services of Proposeo, the owner of the associated domain (eg your employer) may: (i) control and administer your Proposeo online services account and (ii) access and process your data, in particular the content of your communications and files.

Proposeo account

Thanks to a Proposeo account, you can connect to Proposeo products and indirectly benefit from the services of partners chosen by Proposeo. Logging into your account allows you to benefit from optimized personalization and consistent experiences with products and services on all devices, access and use data storage, perform payments using the payment instruments registered in your Proposeo account and activate other optimized functions and parameters.

When you log into your account to access the tool, we create a record of that connection.

Other important privacy information

Below are other important privacy information for you. Our mission within Proposeo is to give each individual and each organization the means to do more. To achieve this objective, we are implementing a business information processing platform specific to each company, and making the user experience more personalized. We obviously keep in mind the paramount importance of confidentiality of information and always allow you to control your data yourself.

We start by making sure that you have significant options regarding the mode of collection and use of data and the reason for this collection. We want to verify that you have the information required to make the decisions that suit you, for all of our products and services.

We focus on six major principles of confidentiality:

These principles are the basis of Proposeo's approach to data confidentiality. They will continue to affect the way we create our products and services. We invite our customers to take note of the mode of protection of their data:

We are constantly striving to improve. So if you notice something that isn't working as you expect in our products and services, please let us know.

In the event of a conflict between this Proposeo privacy statement and the terms of any contract between a client and Proposeo regarding products & services with a company, the terms of this contract will prevail.


When a customer tries, buys, uses or subscribes to a Proposeo product or service, or obtains support for that product, Proposeo collects data to provide the service, in particular on the uses compatible with the provision of the service, to provide the best experience for our products, to operate our business and to communicate with the customer.

For example:

Productivity and communications products

Access to gives you access to an application that you can use to create, store and share documents, as well as to communicate with other people. is designed to improve your productivity in the creation, design and automation of digital commercial offers for your contacts.

Proposeo uses a messaging service to allow you to send your commercial offers. When you delete a commercial offer in draftstatus and confirm this deletion, it will be permanently deleted.

Commercial offers sent and won will be kept for 5 years (commercial prescription) from the date of conversion to earned status and / or the date of online signature by the parties to the contract, the 2nd condition prevails over the 1st.

Lost or unread commercial offers will be deleted after 2 years.

Proposeo provides models of commercial offers for informational purposes.

All data relating to Products, Contacts and more generally all technical or commercial literature, are entered by the user of the Proposeo services. The Proposeo Account administrator designated by the client company remains responsible for the method of collecting their data.