So I want to offer a concierge service for new users of my proposal software. One option is for them to be able to submit one of their proposals and I’ll get it written up and formatted in the app to lower onboarding friction.
My lofi approach is to just create a mailto link in their dashboard and let them email their pdf to me.
I’ll then be saving their proposal to my laptop and perhaps in the future outsource this to a PA. For that reason I want my users to scrub out any sensitive client info before submitting and know I wont be held responsible for any loss / theft etc.
Because I’m trying to keep things simple i dont want to create a db record for an ‘Agree to terms’ checkbox.
I was thinking of simply specifying in the mailto link, a predefined email body containing some 'We will not be held responsible for any. loss or damage…" legalese speak.
Would this be enough? Is there a better way? Any nicer way of saying the above (it is for onboarding after all) ???