Foliowell privacy policy
Last updated: October 2, 2026
Foliowell is made by Great Work LLC, 651 N Broad St, Suite 206, Middletown, DE 19709, USA ("we"). This policy covers the Foliowell app for your CRM's app marketplace and the pages at hl.greatwork.company/docgen.
What we collect
When you install Foliowell on a business account, your CRM gives us access tokens for the permissions you approve. With them, for that business account only:
- Your templates. The Word files you upload (or add from our starters), their names and settings. We keep them until you delete them or uninstall.
- CRM data, only while a document is being made. For the contact in the workflow (or the one you pick on the template page): its standard and custom fields; its opportunity (fields and pipeline stage); the business account's details, custom fields and custom values; the assigned team member's name, email and phone; and, when you ask for line items, the contact's latest estimate or invoice. We read this to fill your template and do not keep it afterwards.
- A history of generated documents. For each document: the template, the contact's id and name, the file name, the link to the file in your CRM, page count, whether it was saved, noted, emailed or texted, and any error. Not the document's contents.
- Batches. The contact ids in a batch, its settings and results. If you ask for a combined download (one PDF or a ZIP), we keep that file for 24 hours so you can download it.
When you open Foliowell inside your CRM, your CRM shares a signed record of who you are (user id, name, email, role and business account id). We use it to confirm you are signed in and to decide what you may change.
We do not read conversations, payments other than the estimate or invoice used for line items, or any contact other than the one a document is being made for.
Why we use it
Only to fill your templates, save the results where you choose, show the template checks and history in the app, and count documents against your plan. We do not sell data, use it for advertising, or train models on it.
Where it goes
- Your CRM. Every finished document is uploaded to your CRM's own media storage. Depending on your settings it is also attached to a contact file field, linked in a contact note, emailed to the contact as an attachment, or texted as a link, all through your CRM. Files in your CRM's storage are reachable by anyone who has their link; send links only to the people they are meant for.
- No one else. Documents are made on our own server, with no outside conversion service. Our only subprocessor is our host: a DigitalOcean server in New York, USA.
How it is protected
Access tokens, templates, template names, the history (names, file names, links, errors) and batch details are encrypted at rest with AES-256-GCM. All traffic uses HTTPS. Requests from your CRM are checked: webhooks by their digital signature, the template page by your CRM's signed user record, workflow actions by a secret key, and every template, document and batch is tied to one business account so no other account can reach it. Only account admins can change templates or start batches.
How long we keep it
Templates: until you delete them or uninstall. History and batch records: 90 days. Combined batch downloads: 24 hours. When you uninstall Foliowell, or click Disconnect inside the app, we delete the access tokens, templates, history, batches and usage counts for that business account right away. When a contact is deleted in your CRM, we delete its history entries. Documents, notes and files saved to your CRM stay there, under your control. Server logs that may contain IP addresses are kept for up to 14 days.
Your rights
You can see and delete your templates and see the history inside the app, and delete everything by uninstalling. For access, correction or deletion requests under GDPR, UK GDPR or CCPA, email hello@greatwork.company. If you are a contact of one of our customers, contact that business first; we act on their instructions as a processor.
Changes
We will post changes here and update the date above. Material changes are announced in the app.
Contact
hello@greatwork.company. We reply within one business day.