Privacy notice

Version 2026-10-13

WP Quoter helps hosting companies prepare quotes for WordPress work. Each company using it (an “organization”) is the controller of the data it collects about its clients; WP Quoter processes that data on its behalf.

What we store

• Team members: email address, optional display name, organization memberships and roles, and a record of actions taken (the audit log).
• Clients and prospects: the name, email, company, website and project description entered in a brief or sent through a request form, and the date and notice version of any consent given.
• Quotes: line items, hours, prices, status history, and the chat with the AI assistant used to draft them.

Why

To prepare, send and track quotes the client asked for (pre-contractual steps and the organization's legitimate interest in responding), to secure accounts, and to keep an audit trail.

Who processes it

• Supabase (database and sign-in), Vercel (hosting).
• Anthropic, when an organization connects its own Claude key: the brief and quote are sent to draft and refine the quote.
• Resend or the organization's own email provider, for invitation emails, once configured.

How long

Data is kept while the organization uses WP Quoter. An organization admin can erase a client's personal data from any quote at any time; hours and totals are kept without the personal details so estimates stay accurate.

Your rights

Team members can download everything stored about them, or delete their account, from their profile. Clients can ask the organization that quoted them to access, correct or erase their data.