Effective Date: January 22nd, 2026
Last Updated: May 8th, 2026
This Privacy Policy explains how Quotely Lab Inc. (“Quotely,” “we,” “us,” or “our”) collects, uses, discloses, and processes information in connection with our websites, products, and services (collectively, the “Services”). Quotely Lab Inc. provides a B2B software platform, including an AI-powered booking and quoting agent.
This Policy applies when you:
When we process personal information on behalf of a business customer (e.g., a moving company using our platform), that customer controls the information and determines how it is used. In those situations, Quotely Lab Inc. typically acts as a processor/service provider, and our processing is governed by our agreement with that customer (and where applicable, a Data Processing Addendum).
If you are an end-customer of one of our business customers, please contact that business directly for questions about their privacy practices.
The information we collect depends on how you interact with us.
We may collect:
Depending on configuration and use, we may process:
We may collect:
We may receive information from:
We use information to:
AI processing and improvement:
We may send certain inputs (e.g., text, photos, videos) to AI providers to generate outputs (e.g., inventories, quote recommendations). We may use aggregated and/or de-identified data to improve the Services. Whether Quotely uses customer content to improve models or AI performance beyond providing the Services may depend on your plan, configuration, and contractual terms.
Where required by applicable law (e.g., certain U.S. states, EEA/UK visitors), we process personal information based on:
We may share information:
If you use the Services under an organization account, information may be visible to that organization’s admins and authorized users.
We use third parties to help provide the Services (see Section 15). They may process information only to provide services to us under contract.
If you enable an integration, information may be shared with that third party consistent with integration settings and the third party’s privacy practices.
We may disclose information to comply with law, respond to lawful requests, protect rights and safety, investigate fraud, or enforce agreements.
Information may be shared in connection with a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets.
We may share aggregated or de-identified data that cannot reasonably be used to identify you.
We do not sell personal information for money. We do not share personal information for cross-context behavioral advertising without providing appropriate notice and choices where required by law.
We use cookies and similar tools to:
We use Google Analytics 4 to understand how visitors use our website and to improve performance and content. Google may process certain usage data (e.g., device/browser and interaction events) as described in Google’s documentation and policies.
Your choices: You can manage cookies through your browser settings. Blocking certain cookies may affect site functionality.
Payments may be processed through:
Payment information you provide may be collected directly by these providers. We generally receive confirmations and transaction records necessary for accounting, reconciliation, and support.
We retain information as long as reasonably necessary to:
Retention may vary depending on the type of data and whether we act as a controller or processor. Backups may retain data for a limited period after deletion.
Depending on applicable law (including federal and provincial privacy laws), you may have rights to access and correct your personal information, and withdraw consent where processing is based on consent (subject to legal/contractual limits).
Depending on your state and applicable law, you may have rights to:
If your information is processed on behalf of one of our business customers, that customer is typically responsible for responding to your request. We will support our customers as required by contract and applicable law.
To submit a request to Quotely Lab Inc. (where Quotely Lab Inc. is the controller), email team@quoteperfectly.com with the subject line “Privacy Request.”
We may process and store information in Canada, the United States, and other locations where we or our service providers operate (for example, cloud infrastructure regions). Where required, we use appropriate safeguards for cross-border transfers.
We use administrative, technical, and organizational safeguards designed to protect information. No system is perfectly secure, and we cannot guarantee absolute security.
Our Services are not directed to children, and we do not knowingly collect personal information from children.
We may update this Policy from time to time. We will post the updated version and revise the “Last Updated” date. If changes are material, we will provide additional notice where required.
We use the following categories of service providers, which may process personal information to provide services to Quotely:
We may update this list from time to time as our Services evolve.
Quotely Lab Inc.
Email: team@quoteperfectly.com
Address: Platform Innovation Centre
407 9th Ave SE
Calgary, AB T2G 2K7
This addendum supplements the Privacy Policy for residents of certain U.S. states with comprehensive privacy laws (which may include California, Colorado, Connecticut, Utah, Virginia, and others). It applies to personal information we collect when we act as a controller/business for website visitors and prospective customers. It does not replace our obligations when acting as a processor/service provider for business customers.
Sensitive data: We do not intentionally collect sensitive personal information for uses defined as “sensitive” under certain U.S. state laws. If sensitive information is submitted in free-form fields, it is processed only to provide the Services, maintain security, and comply with law.
We disclose personal information to service providers (hosting, analytics, payments, communications), integration partners you choose, professional advisors, authorities where legally required, and parties to corporate transactions.
We do not sell personal information for money.
If we use cookies or similar technologies that are considered “sharing” for targeted advertising under some laws, we will provide appropriate notice and opt-out mechanisms as required.
Email team@quoteperfectly.com with subject “Privacy Request.” We may verify your identity and state of residence. Where permitted, you may designate an authorized agent.
Where required, if we deny your request, you may appeal by replying to our response and stating you want to appeal.
