Privacy Policy

1. Introduction

Quotra (“we,” “us,” or “our”) provides software that helps teams turn client requests in email into quotes using your templates. This draft Privacy Policy explains how we collect, use, and protect information when you use our website and services.

2. Information we collect

We may collect:

• Account information — such as your name, email address, company name, and authentication credentials you provide when you sign up or sign in.
• Content you provide — including quote templates, generated quotes, and configuration you save in the product.
• Email integration data — if you connect Gmail, we process message content and metadata needed to detect quote requests, generate quotes, and (where enabled) send replies, in accordance with the permissions you grant.
• Usage and technical data — such as log data, device/browser type, IP address, and interactions with our site and APIs, used to operate and improve the service.

3. How we use information

We use information to:

• Provide, maintain, and secure the Quotra service;
• Process quote requests and generate documents from your templates;
• Authenticate users and manage accounts;
• Communicate with you about the service, support, and product updates;
• Comply with legal obligations and enforce our terms.

4. AI and automated processing

Quotra may use automated systems, including AI models, to extract fields from emails and populate your templates. Outputs are generated to assist your team; you remain responsible for reviewing quotes before sending them to clients.

5. Sharing and subprocessors

We do not sell your personal information. We may share data with service providers who help us host infrastructure, authenticate users, process email, or run AI features, subject to contractual protections. We may also disclose information if required by law or to protect rights, safety, and security.

6. Data retention

We retain information for as long as your account is active or as needed to provide the service, comply with law, resolve disputes, and enforce agreements. You may request deletion of your account subject to applicable retention requirements.

7. Security

We implement administrative, technical, and organizational measures designed to protect information. No method of transmission or storage is completely secure; we cannot guarantee absolute security.

8. Your choices

You may update account details in settings, disconnect Gmail integration, or contact us to access, correct, or delete certain information where applicable law provides those rights.

9. International users

If you access Quotra from outside your home country, your information may be processed in jurisdictions where we or our providers operate.

10. Changes to this policy

We may update this draft policy as the product and legal requirements evolve. We will post the revised version with an updated “Last updated” date.