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Propagent security and procurement

Review how Propagent handles proposal data.

At a glance

Proposal data can include confidential client, project, staff, pricing, and pursuit information. For your review, Propagent provides current information about how data moves through the product, who and which services can access it, how retention and deletion are handled, and which procurement materials are available. Sensitive supporting detail is shared through controlled diligence when appropriate.

Data flow

Review how your data moves from intake through processing, review, storage, export, and deletion.

Access and services

Understand which people and services can act on customer data.

Procurement support

Get current answers for your security, legal, and procurement review.

Start with your requirements

Review the questions that matter to your firm.

Your proposals may include client information, staffing, project experience, pricing, contract terms, partner details, and material that affects active pursuits. A Propagent review starts with how those data types enter, move through, and leave the product.

Send your firm’s questionnaire or diligence priorities. Propagent will provide current answers and identify any item that requires deeper review.

What we cover

The information available for your evaluation.

Data handling

How your data enters Propagent, why it is processed, where it is stored, how long it remains, and how deletion works.

Access and services

How access is managed, which service providers participate, and which responsibilities remain with your firm.

Procurement review

Which privacy and contractual documents are currently available, how the review works, and who owns follow-up.

Controlled diligence

Get the detail your review requires.

Propagent provides current, customer-relevant facts about controls and the data lifecycle. When available, appropriate, and required, Propagent shares sensitive architecture, testing, or customer-specific material through a controlled diligence process.

The review distinguishes current capabilities from planned work and identifies open items directly, so your team can make an informed procurement decision.

What your team sees

Current answers for your security review.

Your review addresses current data-flow, access, retention, deletion, service-provider, incident, and procurement questions with a named contact for follow-up.

Review topic
Upload and report data flow
What you receive
Current processing and storage information
Follow-up
Propagent security contact
  • Plain-language view of the customer-data lifecycle
  • Current answers and available supporting materials
  • Direct security and procurement follow-up
Where your team stays in control

Customer administrators control what firm data enters the system and who is authorized to use it. People remain responsible for reviewing sensitive outputs and approving external submissions.

Frequently asked questions

Straight answers for your evaluation.

What security information does Propagent provide for review?

Propagent provides current information relevant to data flow, hosting, access controls, encryption posture, retention, deletion, backups, subprocessors, incident contact, and procurement. It also identifies which contractual documents and certifications are currently available.

Why does proposal data require special care?

It can contain confidential client, employee, project, pricing, contract, partner, and active-pursuit information that affects both commercial and professional obligations.

How does Propagent handle sensitive security detail?

Your team receives clear control and data-lifecycle information. Propagent shares sensitive topology, detection methods, testing artifacts, and customer-specific details only when those materials are available and appropriate for the diligence process.

How can I complete a Propagent security review?

Email Propagent with your firm-specific questionnaire, diligence priorities, and contractual requirements to receive current review materials and coordinate follow-up questions.

See it on real work

Start a security review

Send us your questionnaire or diligence requirements. We will provide the current Propagent materials and work through open questions with your team.

Start the security review