Security

Trusted, secure,
and private

QuoteLogic is built to protect your pricing data, workflows, and customer information using trusted infrastructure partners.

Built on WorkOS, Convex, and Stripe.

Enterprise-grade security

Built on trusted infrastructure

Independently audited infrastructure and security controls designed to protect your data and workflows.

SOC 2 Type II

Our infrastructure providers maintain SOC 2 Type II compliance, demonstrating independently audited controls for security, availability, and confidentiality.

HIPAA-ready infrastructure

Our infrastructure providers support HIPAA-ready environments, enabling customers to meet healthcare data requirements through appropriate agreements and configurations.

GDPR-aligned data practices

Our providers support GDPR-aligned data handling and processing, helping customers meet European data protection requirements.

Access and security controls

Access to systems and data is enforced through secure authentication, controlled access patterns, and continuous monitoring.

Audited infrastructure

Our providers undergo regular third-party security audits, vulnerability scanning, and penetration testing.

Application Security

QuoteLogic uses modern browser and application security controls, including Content Security Policy (CSP), to help restrict unauthorized scripts and resources.

Identity management

Powered by WorkOS.

Secure authentication and access control designed to support enterprise identity systems and organizational workflows.

Single sign-on (SSO)

Authenticate users through their organization's identity provider using standards such as SAML and OIDC, eliminating the need for separate credentials.

Directory sync (SCIM)

Automate user provisioning and deprovisioning through enterprise directory systems, ensuring access is aligned with organizational changes.

Role-based access control

Manage access through roles and permissions, allowing organizations to define and enforce access policies across users and teams.

Audit logs

Track key actions within the application, providing a clear record of user activity for security, visibility, and compliance needs.

Domain verification

Allow organizations to verify ownership of their domain, helping ensure users are associated with the correct organization.

Secure authentication

Authentication is handled through secure, modern authentication flows, with session management and controlled access to application data.

Privacy

Your data is safe

Privacy is built into how QuoteLogic works. Your data stays within your workflows and is never used outside the service.

Data encryption

All data is encrypted in transit using TLS, and encrypted at rest through our trusted infrastructure providers.

Controlled access

Access to data is restricted to authenticated users and governed by secure authentication and access controls.

Device storage

Data stored on your device for application performance, preferences, and offline use is cleared on logout or session expiration and restored securely after authentication.

Data governance

Your data is handled only for the purpose of providing the service and is not sold, rented, or traded.

Enterprise

Enterprise-ready by design

QuoteLogic can support enterprise security, compliance, and data requirements through additional agreements and review processes.

Enterprise agreements

Support for Master Services Agreements (MSA), Data Processing Agreements (DPA), and security addendums.

Security reviews

We work with your team to complete security questionnaires and technical reviews as needed.

Flexible data handling

Data residency, retention, and access requirements can be addressed based on your organization's needs.

Trusted partners

Built on trusted infrastructure

QuoteLogic is built on trusted infrastructure providers for identity, data storage, payments, and monitoring. Each provider maintains rigorous security and compliance programs.

Convex

Application data storage and backend infrastructure with encrypted data and audited security practices.

convex.dev/security

Stripe

Payment processing provider with PCI-compliant infrastructure and industry-leading financial security controls.

stripe.com/security

Sentry

Error monitoring and application observability platform designed for secure debugging and reliability.

sentry.io/security

Built on trusted infrastructure providers with independently audited security and compliance programs.