List of Third Parties with Whom Personal Information May be Shared
Category Party Name & Jurisdiction Purpose Data Disclosed 1. Payment Processor Stripe (Canada) To process monthly or annual service of Quoter Company account number, Name and billing address of Company, Transactional Data (Truncated card number, Amount of Transaction, Transaction success or failure) 2. Sales and Marketing 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) ActiveCampaign (United States) To send automated emails Company Name, First Name, Last Name, Email Address ConvertKit (United States) To send automated emails Company Name, First Name, Last Name, Email Address Gong (United States) To provide sales team insights and coaching Company Name, First Name, Last Name, Email Address Zoom (United States) To provide screen sharing and recording, remote demonstrations, and support. Company Name, First Name, Last Name, Email Address, and any data accessed or shared while screen recording for the purposes of product demos or support. 3. Support Intercom (Canada) To notify Quoter Partners of feature releases, downtime notifications, and provide in-app support All Account information (Account Number, Company Name, Partner First Name, Last Name, Email Address) Productboard To 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 basis Company Name, Company Address, Payment Data (Paid or Outstanding) 5. Analytics Userflow To provide automated onboarding and guided tours Company 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 optimization Anonymous 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 services All Account Information, data generated through the use, and/or necessary for the provision of, Quoter Jira (Canada) To provide project management for Quoter development team Account Name, Account Number, Partner First Name and Last Name WP Engine (Canada) To provide managed WordPress hosting for Quoter website Anonymous 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 platform To Address(es), From Address, Email Subject Line, Email Body, Account ID Asana (Canada) To provide project management for sales and partner success Account 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:
- Datto Autotask PSA
- Kaseya BMS
- Salesforce.com CRM
- HubSpot CRM
- Agile CRM
- Base CRM
- Highrise CRM
- NutShell CRM
- Zoho CRM
- QuickBooks Online
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.