Privacy policy

PMTemplate Privacy Policy

Last updated: September 2, 2025

This Privacy Policy describes how PMTemplate.com (the "Site", "we", "us", or "our") collects, uses, and discloses your personal information when you visit, use our services, or purchase our suite of project management templates from PMTemplate.com (collectively, the "Services"). For purposes of this Privacy Policy, "you" and "your" refers to you as a user of the Services, whether you are a customer, website visitor, or another individual whose information we collect pursuant to this policy.

By using or accessing our Services, you agree to the collection, use, and disclosure of your personal information as described in this Privacy Policy. If you do not agree, please do not use or access the Services. We are committed to protecting your privacy and complying with applicable data protection laws, including the European Union’s General Data Protection Regulation (GDPR), Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), Australia’s Privacy Act, the United States’ state-specific laws (e.g., California Consumer Privacy Act, CCPA), Brazil’s Lei Geral de Proteção de Dados (LGPD), and Argentina’s Personal Data Protection Law.

1.    Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices, legal requirements, or operational needs. We will post the revised policy on the Site, update the "Last updated" date, and take any additional steps required by applicable law (e.g., notifying you of material changes). Your continued use of the Services after updates constitutes acceptance of the revised policy.

2.    How We Collect and Use Your Personal Information

We collect personal information to provide our Services, deliver our digital project management templates, process payments, comply with legal obligations, and enhance your experience. The information we collect depends on how you interact with us, as outlined below. Over the past 12 months, we have collected data from the sources described here.

1.    What Personal Information We Collect

Information You Provide Directly

When you purchase our templates, create an account, contact us, or interact with the Site, you may provide:

  • Basic Contact Details: Name, email address, phone number, and billing address.
  • Order Information: Name, billing address, payment confirmation details (e.g., transaction ID), and email address.
  • Account Information: Username, password, and security questions (if you create an account).
  • Customer Support Information: Information you include in communications with us, such as inquiries sent via email or our support portal.
  • Marketing Preferences: Your choices regarding promotional communications (e.g., subscribing to newsletters).

You may choose not to provide certain information, but this may limit your ability to use features like purchasing templates or accessing customer support.

Information Collected Automatically

We use cookies, pixels, and similar technologies ("Cookies") to collect Usage Data about your interactions with the Site. This includes:

  • Device and Browser Information: IP address, device type, browser type, and operating system.
  • Network Information: Information about your internet connection.
  • Interaction Data: Pages viewed, items added to your cart, time spent on the Site, and links clicked.
  • Marketing Data: Interactions with our advertisements or emails (e.g., clicks on promotional links).

For details on Cookies used with Shopify, see Shopify’s Cookie Policy.

Information from Third Parties

We may obtain information from third parties who provide services on our behalf, including:

  • Shopify: Our e-commerce platform, which collects data to power the Site, process payments, and manage orders.
  • Payment Processors: Collect payment details (e.g., credit/debit card information or bank account details) to process transactions.
  • Analytics Providers: Provide insights into Site usage and marketing performance (e.g., Google Analytics).
  • Marketing Partners: Including the Project Management Institute (PMI) for paid advertising campaigns, who may share data about your interactions with our ads.

Any third-party data is handled in accordance with this Privacy Policy. We are not responsible for the accuracy or practices of third-party providers.

2.    How We Use Your Personal Information

We use your personal information for the following purposes:

  • Providing Services: To process orders, deliver digital templates, manage accounts, facilitate downloads, and provide customer support (to fulfill our contract with you).
  • Marketing and Advertising: To send promotional emails, newsletters, or ads about our templates and services, tailored to your interests (based on your consent or our legitimate interests). We partner with PMI for targeted advertising to project management professionals.
  • Security and Fraud Prevention: To detect and prevent fraudulent or malicious activity, such as unauthorized access to your account (in our legitimate interests).
  • Improving Services: To analyze Site usage, enhance functionality, and optimize user experience (in our legitimate interests).
  • Legal Compliance: To comply with applicable laws, respond to legal requests (e.g., subpoenas), and enforce our terms, including copyright protection for our templates.

3.    Cookies

We use Cookies to power our Site, improve functionality, and analyze usage. Cookies help us:

  • Remember your preferences and actions (e.g., items in your cart).
  • Understand how you interact with the Site to improve our Services.
  • Deliver targeted ads through partners like PMI.

You can manage Cookie preferences via your browser settings, but blocking Cookies may affect Site functionality. Disabling Cookies does not fully prevent data sharing with advertising partners. For Shopify-specific Cookie details, see Shopify’s Cookie Policy.

3.    How We Disclose Personal Information

We may disclose your personal information in the following circumstances:

  • Service Providers: To vendors who perform services like payment processing (e.g., Stripe, PayPal), cloud storage, data analytics, customer support, and order fulfillment (via Shopify).
  • Marketing Partners: To business partners, including PMI and Shopify, for personalized advertising (e.g., Shopify Audiences for tailored ads). These partners follow their own privacy policies.
  • Affiliates: Within our corporate group to support business operations.
  • Legal Obligations: To comply with legal requirements, respond to subpoenas, or protect our rights, users, or Services (e.g., enforcing copyright protections).
  • Business Transactions: In connection with a merger, acquisition, or bankruptcy, where your data may be transferred.

In the past 12 months, we have disclosed the following categories of personal information for the purposes above:

  • Categories: Identifiers (e.g., name, email), commercial information (e.g., order details), and internet activity (e.g., Usage Data).
  • Recipients: Shopify, payment processors, analytics providers, marketing partners (e.g., PMI), and affiliates.

We have “sold” or “shared” (as defined by laws like the CCPA) personal information for advertising purposes, including:

  • Categories: Identifiers, commercial information, and internet activity.
  • Recipients: Marketing partners, including PMI and Shopify (for Shopify Audiences).

4.    User-Generated Content

If you post reviews or other content on our Site, this information may be publicly visible. We are not responsible for how others use publicly shared data. Please exercise caution when sharing personal information in public areas.

5.    Third-Party Websites and Links

Our Site may link to third-party platforms (e.g., PMI’s website or social media). We are not responsible for their privacy practices. Review their policies before providing information. Information shared on third-party platforms (e.g., via social media widgets) may be visible to others.

6.    Powered by Shopify

PMTemplate.com is hosted on Shopify. For details on Shopify’s privacy practices, visit Shopify’s Privacy Policy.

7.    Children’s Data

Our Services are intended for project management professionals and organizations, not children. We do not knowingly collect personal information from individuals under 16. If a parent or guardian believes their child has provided us with data, contact us to request deletion.

8.    Security and Retention

We use industry-standard security measures (e.g., encryption, secure payment processing) to protect your data, but no method is completely secure. Data sent over unsecured channels may be at risk. We recommend avoiding unsecured communication for sensitive information.

We retain your personal information only as long as necessary to:

  • Maintain your account and provide Services.
  • Comply with legal obligations (e.g., tax or consumer protection laws).
  • Resolve disputes or enforce agreements, including copyright protections.

Retention periods vary by jurisdiction (e.g., GDPR allows data retention for no longer than necessary, while LGPD may require specific timeframes).

9.    Your Rights and Choices

Depending on your location, you may have the following rights under laws like GDPR, PIPEDA, CCPA, Australia’s Privacy Act, or LGPD:

  • Access/Know: Request details about the personal information we hold and how we use or share it.
  • Delete: Request deletion of your personal information, subject to legal retention requirements.
  • Correct: Request correction of inaccurate data.
  • Portability: Receive a copy of your data or request its transfer to another party (where technically feasible).
  • Opt Out of Sale/Sharing or Targeted Advertising: Direct us not to “sell” or “share” your data for advertising (e.g., via PMI or Shopify Audiences). Use our Site’s opt-out mechanism or enable the Global Privacy Control (GPC) signal in your browser, which we honor as an opt-out request for your device and browser.
  • Restrict Processing: Request that we limit processing of your data (e.g., for marketing purposes).
  • Withdraw Consent: Revoke consent for data processing (e.g., for promotional emails).
  • Non-Discrimination: We will not discriminate against you for exercising these rights.
  • Appeal: Challenge our decision if we deny your request by replying to our response.

To exercise these rights, contact us at support@pmtemplate.com or use the tools provided on our Site. We may verify your identity (e.g., via email or account details) before processing requests. You may designate an authorized agent to submit requests, but we will require proof of authorization.

4.    Managing Communication Preferences

You may opt out of promotional emails by clicking the “unsubscribe” link in our emails. We may still send non-promotional emails (e.g., order confirmations or support responses).

5.    Jurisdiction-Specific Notices

  • EU (GDPR): We process data based on your consent (e.g., for marketing) or to fulfill our contract (e.g., delivering templates). Our legal basis for processing includes legitimate interests for Site analytics and security. Contact our Data Protection Officer at dpo@pmtemplate.com for GDPR-related inquiries.
  • Canada (PIPEDA): We obtain meaningful consent for data collection and provide access to your data upon request. We comply with Canada’s Anti-Spam Legislation (CASL) for marketing communications.
  • Australia (Privacy Act): We adhere to the Australian Privacy Principles (APPs), ensuring transparent data handling and secure storage.
  • US (CCPA and State Laws): California residents may opt out of data “sales” or “sharing” and request access, deletion, or correction. We do not use sensitive personal information to infer characteristics.
  • Brazil (LGPD): You have rights to confirm data processing, access, correct, anonymize, or delete data. We comply with LGPD’s requirements for data security and transparency.
  • Argentina (PDPL): You have rights to access, rectify, or delete data under Law No. 25,326. Contact us to exercise these rights.

10.  Contact Us

For questions, concerns, or to exercise your rights, contact us at:

We aim to respond within 30 days (or sooner, as required by law, e.g., 15 days under LGPD).

Thank you for trusting PMTemplate.com with your personal information. We are committed to delivering high-quality project management templates while safeguarding your privacy.