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3rd Party Data Privacy Disclosure

List of Third Parties with Whom Personal Information May be Shared

CategoryParty Name & JurisdictionPurposeData Disclosed
1. Payment Processor
Stripe (Canada)To process monthly or annual service of QuoterCompany account number, Name and billing address of Company, Transactional Data (Truncated card number, Amount of Transaction, Transaction success or failure)
2. CRM
Close CRM (United States)To store contact information as well as other supporting information about the business relationship.All Account information (Partner First Name, Last Name, Email Address, Phone Number)
ConvertKit (United States)To send automated emailsCompany Name, First Name, Last Name, Email Address
3. Support
Intercom (Canada)To notify Quoter Partners of feature releases, downtime notifications, and provide in-app supportAll Account information (Account Number, Company Name, Partner First Name, Last Name, Email Address)
ProductboardTo collect product feedback and feature requests.Partner First Name, Last Name, and Email Address
4. Accounting
Xero (Canada)To carry out accounting for Quoter Partners on either a monthly or annual basisCompany Name, Company Address, Payment Data (Paid or Outstanding)
5. Analytics
UserflowTo provide automated onboarding and guided toursCompany Name, First Name, Last Name, and Email Address
Hotjar (Canada)To provide Quoter marketing team with heatmaps and visitor recordings for Socket website to provide analytical data to guide website optimizationAnonymous ID, IP Address, and Location data
Google (Canada)To help identify behaviour on Quoter websites in order to guide decisions about targeted marketing; to help efficiently handling and optimizing desktop and mobile campaigns and elsewhere in the web and execute retargeting campaigns in order to deliver personalized advertising.Anonymous ID generated by cookies, pixel tags or similar technologies embedded in webpages, ads and emails delivered to users.
6. Operational Services
Amazon AWS (USA)To provide cloud-based hosting, storage and processing servicesAll Account Information, data generated through the use, and/or necessary for the provision of, Quoter
Jira (Canada)To provide project management for Quoter development teamAccount Name, Account Number, Partner First Name and Last Name
WP Engine (Canada)To provide managed WordPress hosting for Quoter websiteAnonymous ID generated by cookies, pixel tags or similar technologies embedded in webpages
Sendgrid (Canada)To deliver all emails sent from within the app through SendGrid’s cloud-based email delivery platformTo Address(es), From Address, Email Subject Line, Email Body, Account ID
Asana (Canada)To provide project management for sales and partner successAccount Name, Account Number, Partner First Name and Last Name

With respect to the column titled, “Purpose”, each third party, is carrying out the purpose to fulfil obligations which Quoter has contracted with the entity to fulfil. Where explicitly specified in the table, the payment processor may use the information in their respective databases, and forward information to third parties for the purposes of fraud prevention and the assessment of creditworthiness, in accordance with their respective terms.

Using Quoter with Third-Party Integrations

The GDPR affects how Quoter processes personal data, but also affects how third-party services process data on your behalf. Quoter offers integrations and webhook support with third-party services, including:

Please review the policies of all integrations connected to your Quoter account as these services will have their own terms of service and privacy policies.

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