Privacy Policy

Who this policy covers
This Privacy Policy applies to:

• Website visitors who browse quoteconfig.com and related domains
• Prospective customers who request demos, trials, or proposals
• Customer account users (e.g., sales reps, revenue ops, admin users) who log into the Quote Config platform

It does not cover personal data processed by our customers inside their own CRM, ERP, or quoting systems, where Quote Config acts as a data processor on their behalf.

Information we collect
Depending on how you interact with Quote Config, we may collect:

• Contact and business information: name, job title, company, industry, business email, phone number, country, and preferences you provide in forms or chat.
• Account and usage login credentials, role, team, feature usage, configuration actions, timestamps, and in-app activity to help improve product experience.
• Transactional billing contact, subscription details, invoices, payment status (payments are typically processed by third-party providers who handle card details).

Technical data may include IP address, browser type, device identifiers, pages visited, referral URLs, and interactions with emails and in-app messages, collected via cookies, pixels, and similar technologies.

How we collect information
Information is collected through several channels:

• Directly from you: when you request a demo, start a trial, contact support, sign up for webinars, download content, or use the platform.
• Automatically: via cookies, analytics tools, and logging systems when you browse our website or use our Services.
• From third parties: such as CRM/ERP integrations, marketing partners, event registrations, or social platforms when you interact with our content.

Where required by law, consent is collected for certain types of data processing, particularly for marketing communications or non-essential cookies.

How we use information
Quote Config uses personal data to:

• Provide, operate, and maintain the platform, including user authentication, configuration, quoting workflows, and account administration.
• Respond to demo requests, sales enquiries, and support tickets, and to personalize content and communications based on your role and interests.
• Improve and secure the Services through analytics, product research, troubleshooting, testing, and monitoring for abuse or security incidents.

Data may also be used to send service-related notices (e.g., security alerts, feature updates) and, where permitted, marketing emails that you can unsubscribe from at any time.

Legal bases for processing (GDPR)
Where the EU/UK GDPR applies, Quote Config relies on the following legal bases to process personal

• Performance of a contract: to provide and support our Services to your organization and its authorized users.
• Legitimate interests: to secure our Services, understand usage, market to relevant B2B decision makers, and improve customer experience, while balancing your rights and expectations.
• Consent: for certain marketing activities and for using non-essential cookies or similar technologies where required.

You may withdraw consent at any time without affecting the lawfulness of prior processing.

Cookies and tracking technologies
Quote Config uses cookies and similar technologies to:

• Enable core site and platform functions, such as session management and authentication
• Analyze traffic, feature adoption, funnel conversion, and campaign performance
• Personalize website content, marketing messages, and onboarding experiences

You can manage cookie preferences through your browser settings or, where offered, a site-level cookie banner or preference center. Some features may not function properly if certain cookies are disabled.

How we share information
Quote Config does not sell personal data for monetary consideration. Personal data may be shared with:

• Service providers: hosting, infrastructure, analytics, email delivery, in-app messaging, payment processing, and customer support tools under appropriate data protection agreements.
• Integration partners: CRM, ERP, eSignature, CPQ, and other connected platforms, as configured by your organization administrators.
• Professional advisors and authorities: legal, accounting, or regulatory bodies where necessary to comply with law or protect our rights.

In the event of a merger, acquisition, or similar corporate transaction, personal data may be transferred as part of the business assets, subject to continued protection and notice obligations.

International data transfers
Quote Config may process and store personal data in data centers or with service providers located outside your country, including regions that may not offer the same level of data protection as your home jurisdiction. Where required, appropriate safeguards (such as standard contractual clauses or equivalent mechanisms) are implemented to protect cross-border transfers.

Data retention
Personal data is retained only for as long as needed to fulfill the purposes described in this Privacy Policy or as required by law. Retention periods may vary by data type, contract requirements, compliance obligations, and the duration of your organization’s subscription with Quote Config.

When data is no longer needed, it is deleted, anonymized, or securely archived in line with technical and legal constraints.

Security
Quote Config uses a combination of technical and organizational measures to help protect personal data against unauthorized access, loss, misuse, or alteration. These measures may include encryption in transit, access controls, role-based permissions, secure development practices, logging, and regular security reviews.

No security program can guarantee absolute protection, but Quote Config works to continuously assess and improve security controls across its infrastructure and applications.

Your rights and choices
Depending on your location and applicable law, you may have rights such as:

• Access: to request confirmation and a copy of personal data held about you
• Rectification: to correct incomplete or inaccurate information
• Deletion: to request erasure of certain data, subject to legal and contractual limits

You may also have rights to restrict or object to certain processing, to data portability, and to lodge a complaint with your local data protection authority. Where Quote Config processes data on behalf of a customer, requests may need to be directed to that customer as the controller.

Marketing communications
Prospects and users may receive marketing emails about Quote Config features, webinars, events, and best practices relevant to revenue and sales operations. You can opt out at any time by using the unsubscribe link in emails or contacting Quote Config directly, while still receiving essential service communications.

If your details were provided by your employer or colleagues for product onboarding or account administration, some communications may be necessary for using the platform.

Children’s privacy
Quote Config Services are designed for business use and are not directed to children. Quote Config does not knowingly collect personal data from children under the minimum age in applicable jurisdictions, and will delete such data when identified.

Third-party sites and services
The website and platform may include links to or integrations with third-party websites, plugins, or services that are not controlled by Quote Config. Their privacy practices are governed by their own policies, and users are encouraged to review those before providing personal data or enabling integrations.

Changes to this policy
Quote Config may update this Privacy Policy from time to time to reflect changes in legal requirements, technology, or business operations. The “Last updated” date will indicate the most recent revision, and material changes may be communicated via the website, email, or in-app notices.

Continued use of the Services after an update becomes effective constitutes acceptance of the revised Privacy Policy.

Contact information
For questions or concerns about this Privacy Policy or Quote Config’s data practices, or to exercise your privacy rights, you can contact the designated privacy or data protection contact for Quote Config using the details provided on the website’s contact or legal page. If you are located in a region with a dedicated supervisory authority, you may also contact that authority about concerns with our handling of personal data.