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Data Retention Statement

Effective date: 20 July 2026

How long QuoteByte generally keeps different types of information.

This Data Retention Statement explains how long QuoteByte generally keeps different types of information.

This statement should be read together with our Privacy Policy and Terms of Service.

Retention periods may vary depending on legal obligations, security needs, billing requirements, backup processes, disputes, investigations or technical constraints.

1. General retention principle

QuoteByte keeps information only for as long as reasonably needed to:

  • provide the service;
  • maintain accounts;
  • support users;
  • process billing;
  • comply with legal obligations;
  • resolve disputes;
  • maintain security;
  • prevent misuse;
  • improve and troubleshoot the product;
  • support legitimate business purposes.

When information is no longer needed, we will take reasonable steps to delete, de-identify or securely retain it where permitted or required by law.

2. Retention table

Data typeExamplesTypical retention approach
Account informationName, email, login details, business name, account settingsKept while the account is active. After closure, retained for a limited period where needed for legal, billing, support, security or dispute reasons.
Business profile dataABN, logo, business address, quote terms, GST settings, payment detailsKept while the account is active. Deleted or de-identified after account closure unless retention is needed.
Customer recordsCustomer names, phone numbers, emails, addresses, notesKept while the account is active so users can manage customers and jobs. Deleted, exported or de-identified after account closure according to account closure processes.
Job and quote dataJob notes, quote drafts, line items, prices, PDFs, statusesKept while the account is active. Retention may continue for a limited period after closure for recovery, legal, tax, dispute or support reasons.
Invoice recordsInvoice numbers, amounts, customer/job links, payment statusKept while the account is active. May be retained longer where needed for legal, accounting, billing or dispute purposes.
Billing recordsSubscription records, invoices, payment status, Stripe customer IDKept as long as reasonably needed for accounting, tax, audit, dispute, fraud prevention and legal obligations.
Support messagesEmails, help requests, bug reports, screenshotsKept as long as needed to provide support, improve the product, resolve issues and maintain business records.
AI inputs and outputsJob notes submitted to AI, generated quote wording, structured outputsKept as part of quote/job records where saved by the user. AI provider retention depends on provider configuration and is described where applicable in the Sub-processor List or AI processing terms.
Technical logsIP address, browser/device data, request logs, security logs, error logsKept for a limited period needed for security, debugging, reliability and fraud prevention. Exact periods may vary by provider and system.
Analytics dataFeature usage, page views, aggregated eventsKept in identifiable or pseudonymous form only as long as needed. Aggregated or de-identified analytics may be kept longer.
BackupsDatabase and system backupsRetained for a limited backup cycle before being overwritten or deleted. Backup restoration may temporarily restore deleted data.
Legal/security recordsAbuse reports, security incidents, dispute files, enforcement recordsKept as long as reasonably needed to protect QuoteByte, users, customers and legal rights.

3. Account deletion

If you request account deletion, we will take reasonable steps to delete or de-identify personal information associated with your account, unless we need to retain it for:

  • legal obligations;
  • billing or tax records;
  • security;
  • fraud prevention;
  • dispute resolution;
  • enforcing agreements;
  • backup integrity;
  • legitimate business purposes permitted by law.

4. Data export

Where available, users should export important business records before closing an account.

QuoteByte is not a substitute for your own business record-keeping obligations.

5. Backup retention

Deleted information may remain in backups for a limited period until those backups are overwritten or deleted.

Backup data is generally not used for ordinary business purposes unless restoration is required.

6. De-identification and aggregation

We may retain de-identified or aggregated information for analytics, product improvement, reporting, security and business planning.

De-identified or aggregated information should not reasonably identify an individual.

7. Contact

For data retention questions, contact QuoteByte at hello@quotebyte.com.au.