Last updated 26 October 2026

Privacy Policy

Quotera is a quotation, invoice and payment record app for Indian service businesses, operated by Corebit Infosoft, Rajkot, Gujarat, India (“we”, “us”, “our”). This policy explains what information we collect, why, who we share it with, and how you can see, change or delete it when you use quotera.in and the Quotera app.

1. Who we are and who this policy covers

Quotera is operated by Corebit Infosoft, Rajkot, Gujarat, India. You can reach us at connect@quotera.in.

This policy covers visitors to our website, business owners who create a Quotera account (“you”), and the clients of those businesses who open a quotation or invoice link sent through Quotera.

For your own account, we decide how your information is used. For the information you keep about your clients, you decide what to store and send, and we process it on your behalf only to run Quotera for you. You are responsible for having a valid reason to keep and contact your clients.

2. Information we collect

We collect only what Quotera needs to work:

  • Account: your name, email address, mobile number, and the sign-in codes we email you.
  • Business profile: business name, address, state, GSTIN, PAN, UPI ID, bank account details, logo, signature, document settings, and anything else you enter in Settings.
  • Your clients: names, phone numbers, email addresses, billing and site addresses, GSTIN, and notes you add.
  • Documents and records: quotations, invoices, credit notes, items and rates, payment entries, income and expense entries (including purchase bill details), and notes.
  • Client responses: when your client responds to a document link, we record their response, the name they gave, the time, their IP address and their device type.
  • Alerts: if you turn on alerts on a device, the technical details needed to deliver them there.
  • Website forms: the details you submit, such as your name, phone, email and type of business.
  • Technical data: IP address, browser and device type, pages visited, and error logs, used to keep the service running and secure.

Quotera does not collect card numbers or UPI PINs and does not process payments. Your clients pay you directly by UPI, bank transfer or cash, and you record the payment in Quotera.

3. How we use information

We use information to:

  • Run Quotera: create and show your quotations, invoices, PDFs, reports, client links and dashboards.
  • Sign you in and keep each business’s data separate from every other business.
  • Send the emails and alerts you ask for, such as sign-in codes, alerts when a client acts on a link, and payment reminders sent in your business’s name when you turn them on.
  • Send a few short emails in your first weeks to help you finish setting up and send your first quotation. Each has a link to stop them; emails about your account and documents still come.
  • Answer support requests, fix problems, and keep the service secure, including preventing misuse.
  • Understand, in aggregate, how the website is used so we can improve it.
  • Meet legal obligations and enforce our Terms of Service.

We do not sell your information or your clients’ information. We do not use it for advertising, and we do not use your business or client data to train AI models.

4. WhatsApp and Meta

Today, “Send on WhatsApp” in Quotera opens WhatsApp on your own phone or computer with a link to the document already typed in. You send the message yourself, from your own WhatsApp. Quotera does not send any data to Meta when you do this.

If you connect your own WhatsApp Business account to Quotera, messages such as quotations, invoices and payment reminders are sent through the WhatsApp Business Platform, provided by Meta Platforms, Inc. and its affiliates (“Meta”). Connecting is optional. When it is connected:

  • To deliver each message, we share with Meta the recipient’s phone number, the message content (such as the document number, amount, due date and link) and your WhatsApp Business account details.
  • We receive from Meta the delivery and read status of those messages and show it to you in Quotera. Your clients' replies go to your WhatsApp Business app as usual; Quotera doesn't store them.
  • We store the account details and access permission needed to send on your behalf, securely, and use them for nothing else.
  • We use this information only to send and track the messages you choose to send. We do not use it for advertising and do not share it with anyone other than Meta.
  • You must have your clients’ permission to message them on WhatsApp, and follow WhatsApp’s Business and Commerce policies.
  • You can disconnect WhatsApp at any time in Quotera, or remove Quotera from your Meta Business settings. We then stop sending messages and delete the stored access permission.

Meta processes messages under its own terms and privacy policy (whatsapp.com/legal). Messages sent through the WhatsApp Business Platform are handled by Meta as described there.

5. Who we share information with

We share information only with service providers that help us run Quotera, only as much as each one needs, and under their own security and confidentiality commitments:

  • Cloud hosting, database and storage providers: to run the website and app and keep your data.
  • An email delivery provider: to send sign-in codes, alerts and reminders.
  • Analytics providers, including Google Analytics: to count visits and pages viewed. They see pages and device details, not the contents of your documents.
  • Meta (Meta Pixel and Conversions API): on our public website, sign-in and setup pages only, to measure our own ads (for example, that a visit from an ad led to a sign-up). Meta receives the page, device details and, when you sign up, your email address and account id in hashed (scrambled) form. Never the contents of your documents or your clients' details, and never from inside the app or from the links you send to clients.
  • Browser push services: to deliver alerts to devices where you turned them on.
  • Meta (WhatsApp Business Platform): only if you connect WhatsApp, as described above.

Information also leaves Quotera when you choose to share it, for example when you send a document link or PDF to a client. We may also disclose information if the law requires it, to protect the rights and safety of our users or the public, or as part of a merger or sale of the business, with notice where required.

Some of these providers may store data on servers outside India. Where they do, we rely on their contractual safeguards to protect it.

6. How we protect information

We use industry-standard safeguards, including encrypted connections, access controls, and keeping each business’s data separate from every other business.

No system is perfectly secure. If a breach affects your personal data, we will inform you and the authorities as the law requires.

7. How long we keep information

We keep your information while your account is open. When you delete your account, we delete your business, clients, documents, records and uploaded files 15 days later (you can cancel during those 15 days), and then your sign-in. Copies in our providers’ backups are removed within their normal backup cycle, usually within 30 days.

Tax law may require you to keep your invoices for several years. Before deleting your account, download your data and keep your own copy.

We may keep limited records longer where the law requires it, or to resolve disputes and prevent misuse.

8. How to delete your data

You can delete your Quotera account and all its data in either of these ways (step by step, with what is deleted, at quotera.in/data-deletion):

  • In the app: open Settings, then Account, tap “Delete my account” and type your business name to confirm. Your data is deleted after 15 days; until then you can tap “Keep my account”.
  • By email: write to connect@quotera.in from the email address you sign in with, with the subject “Delete my data”. We confirm and complete the deletion within 15 days.
  • WhatsApp only: to remove just your WhatsApp connection and its data, disconnect WhatsApp in Quotera, or remove Quotera from your Meta Business settings.

If you are a client of a business that uses Quotera and want your details removed, please ask that business first, as they control their client records. You can also write to us at connect@quotera.in and we will pass on your request and help.

9. Your rights

Under India’s Digital Personal Data Protection Act, 2023 and other applicable law, you can ask to see the personal data we hold about you, have it corrected or completed, have it erased, and withdraw consent you have given. You can also name someone to act for you if you are unable to.

You can edit most of your information yourself in Quotera, and download all your data as one Excel file from Settings, then Account. For anything else, write to us at the email below. We may need to confirm your identity first.

10. Cookies and analytics

We use essential cookies and browser storage to keep you signed in and remember settings such as an unsent draft. We use analytics tools, including Google Analytics, to count visits, see which pages are useful and measure how fast pages load. On our public website, sign-in and setup pages we also use the Meta Pixel, which sets Meta's cookies, to measure the ads we run for Quotera; it is not used inside the app or on the links you send to clients. We do not show ads in Quotera.

You can block or clear cookies in your browser; the app needs its essential cookies to keep you signed in.

11. Children

Quotera is for businesses and is not meant for anyone under 18. We do not knowingly collect personal data from children.

12. Changes to this policy

We may update this policy as Quotera changes. We will change the “Last updated” date above, and tell you by email or in the app before a change that affects how we use your data takes effect.

13. Grievance Officer and contact

For any question, request or complaint about your personal data or this policy, contact our Grievance Officer:

  • Name: Hardik Kareliya
  • Business: Corebit Infosoft, Rajkot, Gujarat, India
  • Email: connect@quotera.in

We acknowledge every request within 48 hours and resolve it within 30 days. If you are not satisfied with our answer, you may complain to the Data Protection Board of India.