Security and privacy
How your data is protected, who can see it, e-signature evidence, exporting and deleting data, and accessibility.
- How we look after your data How Quoterium keeps each organisation's data separate, protects passwords and connection details, and handles card payments and uploaded files.
- Passwords and signing in How signing in works, how to choose and change your password, how password resets work, and how to sign out on a shared computer.
- Who can see what What your team members, admins, customers and our support staff can see, and what is never shown to customers.
- E-signature evidence: certificate, hash and audit trail What Quoterium records when a customer accepts a quote electronically, and where to find the signature certificate and audit trail.
- Export your data Download your quotes list and library as CSV files, quotes as PDFs, and your subscription invoices, or ask us for anything else.
- Delete your account or organisation How to stop using Quoterium: cancel the subscription, remove people, and ask support to delete your organisation or your login.
- Accessibility Quoterium is designed to meet WCAG 2.2 level AA, for your team and for your customers. Here is what that means in practice and how to report a problem.
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