Sign shop software security that protects your prices and your customers
Sign shop software security comes down to three things: who can see your prices, where your files and customer data live, and whether you can take your data with you. In SignEstimator, access follows roles, data is encrypted in transit and at rest, and you can export quotes and customers anytime.
Your material costs, labor rates and margins are the core of your business. A competitor who sees them can undercut you on every bid. This page explains, in plain words, how SignEstimator keeps that information inside your shop and how you stay in control of it. If you have a question this page does not answer, write to [email protected].
What your shop trusts us with
When you use SignEstimator, you store more than quotes. You store the numbers that decide whether a job makes money.
- Your material library with unit costs, sheet sizes and waste factors.
- Your labor rate, machine rates, overhead rate and target margin.
- Your customers, their contact details and their quote history.
- Files your customers send you: storefront photos, drawings, PDFs and emails.
- Signed approvals, change orders and, on Team, job costing with actual hours and materials.
Every part of how we build and run SignEstimator starts from one rule: this data belongs to your shop, and only the people you choose can see it.
Access by role, not by trust
Not everyone in a sign shop needs to see everything. A sales rep needs to send quotes. They do not always need to see your cost of goods or your overhead rate. Roles let you decide.
| Role | Typical person | What they can do |
|---|---|---|
| Owner | Shop owner or general manager | Everything, including billing, rates, margin settings, users and exports |
| Estimator | Estimator or project manager | Build and edit estimates, manage the material library, send quotes |
| Sales | Sales rep or account manager | Create and send quotes, follow up with customers, see their own win rate |
Roles are part of the Shop plan and every plan above it. On Multi-location you can also create custom roles. For example, a branch manager role that sees one branch, or a view-only role for an accountant who checks margin reports.
Single sign-on for your team
On the Team plan, your team signs in with their Google or Microsoft work account. When someone leaves, you turn off their work account and their access to SignEstimator ends with it. There is no forgotten password left behind.
On Multi-location you also get SAML SSO. That lets a larger sign group connect SignEstimator to the identity system it already uses, so one place controls who can sign in across every branch.
An audit log of who changed what
On Team and Multi-location, the audit log records important actions in your account: who changed a rate, who edited a material cost, who sent or changed a quote, and who added or removed a user. If a price looks wrong on a quote, you can see who touched it and when. That turns a long argument into a quick check.
- Rate and margin changes, with the person and the time.
- Material library edits and CSV imports.
- Quote sends, changes and approvals.
- User invites, role changes and removals.
Encrypted in transit and at rest
Every connection to SignEstimator uses encryption in transit, so data moving between your browser and our servers cannot be read on the way. Stored data, including your files, quotes and customer records, is encrypted at rest. Our servers run with an established cloud hosting provider in secure data centers, and access to production systems is limited to the few people who need it to keep the service running.
Customer quote links
When you send a quote link, the customer sees that one quote and can approve it and sign by name. The link does not open the rest of your account, your other customers or your cost data. The customer sees the sale price and the terms you chose to show, never your margin.
Payments never touch our servers
Plan payments are handled by a certified payment operator. When you subscribe, you enter your card on the payment operator's secure checkout, so your card number never touches our servers. We only see the plan, the status of the subscription and the last digits of the card for your billing page. Multi-location on yearly billing can also pay by invoice.
Quote Q-1048
Front lit channel letters on raceway
- Fabrication
- 7 lines
- Install and lift
- 3 lines
- Travel and permit
- 2 lines
Approve this quote
Only people with this link can open the quote. You can turn the link off at any time.
How AI quote drafts use your files
AI quote drafts help you turn a photo, drawing, PDF or email into a draft spec. Here is exactly what happens.
- The AI reads only the file or text you upload or forward for that draft.
- It returns a draft spec: sign type, size, letter count, illumination, install height and similar details.
- Pricing always runs on your own material library and your own rates, inside your account.
- You review every line before the quote is sent.
- We do not use your files to train AI models.
Your rates and margins are never sent to the AI to read a file. The AI only sees the document you asked it to read. The math that turns the spec into a price happens in SignEstimator, with your numbers. Read more about sign shop quoting software.
Export your data anytime
You can export your quotes and your customers at any time, on every plan. You do not need to ask us and you do not need to cancel first. That means you always have your own copy, and you are never locked in.
Cancel from the billing page
You can cancel from the billing page in your account, without a call or an email. Your plan stays active until the end of the period you paid for, and you can export your data before and after you cancel. See sign estimating software pricing for how billing works.
Who sees your data inside SignEstimator
Our support team only looks at your account data when it is needed to help with a request you sent, or to keep the service safe and running. We do not sell your data and we do not share your prices with other shops.
Export your data
Settings-
CSV
Quotes
Every quote with lines, totals and status
-
CSV
Customers
Companies, contacts and quote history
-
CSV
Material library
Unit cost, sheet size and waste per item
-
ZIP
Quote PDFs
One PDF per sent quote
Available on every plan, before and after you cancel.
A security checklist for sign shop owners
Software is only part of the picture. These simple steps keep your shop data safe whatever tools you use.
- Give each person their own login. Never share one account across the shop.
- Give sales reps the Sales role if they do not need to see your costs.
- On Team, turn on SSO with Google or Microsoft so access ends when an account is closed.
- Review the audit log after a big price change or when a margin looks odd.
- Remove users the same day they leave the shop.
- Export your quotes and customers on a regular schedule for your own records.
Which plan has which security feature
| Feature | Solo | Shop | Team | Multi-location |
|---|---|---|---|---|
| Encryption in transit and at rest | Yes | Yes | Yes | Yes |
| Data export anytime | Yes | Yes | Yes | Yes |
| Cancel from the billing page | Yes | Yes | Yes | Yes |
| Roles (owner, estimator, sales) | 1 user | Yes | Yes | Yes |
| SSO with Google and Microsoft | No | No | Yes | Yes |
| Audit log | No | No | Yes | Yes |
| SAML SSO | No | No | No | Yes |
| Custom roles | No | No | No | Yes |
For the business case behind these choices, read ROI for sign shop owners.
Security questions
If you have a security question, or you think you found a security issue, write to [email protected]. Please describe what you saw and how to reproduce it. We read every message and reply with what we found and what we did.
Frequently asked questions
[email protected]Only the people whose role allows it. The owner sees everything. You can give sales reps the Sales role so they send quotes without seeing your cost data. Multi-location adds custom roles.
Yes. The Team plan includes SSO with Google and Microsoft. Multi-location adds SAML SSO for groups that use their own identity system.
No. We do not use your files to train AI models. The AI reads only the file you upload for a draft, and pricing runs on your own rates inside your account.
Yes. Data is encrypted in transit between your browser and our servers, and stored data is encrypted at rest.
Yes. You can export your quotes and customers at any time, on every plan, and cancel from the billing page whenever you want.
No. Payments are handled by a certified payment operator, so your card number never touches our servers.
See how your prices stay yours
Run one demo estimate on the homepage without an account. Then pick a plan with the roles and sign-in options your shop needs.