Trust and data handling

Data-processing terms

Last updated September 5, 2026

Contact Josh to review the data-processing requirements for your pilot. This page explains what to discuss before intake; it is not an executed data processing addendum.

What to agree before sharing files

The pilot paperwork should identify the materials to be processed, the purpose of processing, the providers and locations involved, and the access arrangements.

It should also address retention and deletion, available exports, and how data or security requests will be handled. Any specific requirements your company has should be reviewed before project files are transferred.

Your company's requirements

If you have a required addendum or security questionnaire, send it to josh@bidline.ai for review. Do not attach customer plans or price books to the initial request.

We agree the intake method and applicable written terms before receiving your project files.

Security · Data-processing terms · Providers · Retention