9th Annual QorusDocs Proposal Management Benchmark Survey. Download Report
Last Modified: August 31, 2024
The following sub-processors are used for the delivery of the QorusDocs system:
1. Microsoft Azure
Description | Details |
Subject matter of the processing |
Microsoft Azure is used as a Platform as a Service (PaaS) provider to host the solution. |
Duration of the processing |
The processing will occur for the duration of the Agreement plus 90 days. |
Nature and purposes of the processing |
Microsoft Azure is used as a Platform as a Service (PaaS) provider to host the solution. |
Type of Personal Data |
The data exporter will submit personal data to the Service, the extent of which will be determined and controlled by the data exporter in the data exporter’s sole discretion. Personal data Processed by the Service includes the following categories of personal data:
At the Data Exporter’s discretion, personal data Processed by the Service may include the following categories of personal data:
Should the data exporter personnel share content with customers and prospects, their corporate email address shall be transferred. When electing to use QorusDocs AI, users may submit personal or other types of data to the Service, the extent of which will be determined and controlled by the data exporter in the data exporter’s sole discretion.
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Categories of Data Subject |
The data exporter will submit personal data to the Service, the extent of which will be determined and controlled by the data exporter in the data exporter’s sole discretion, and which may include personal data relating to the following categories of data subjects:
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Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
Data is returned upon request from Data Exporter to Data Importer Help Desk within 7 days of termination of the Agreement. Data is deleted 90 days after the end of the Agreement. |
2. SendGrid
Description | Details |
Subject matter of the processing |
SendGrid is used to send emails such as task notifications, welcome messages, etc. from the data importer to the QorusDocs users. |
Duration of the processing |
The processing will occur for the duration of the Agreement plus 90 days. |
Nature and purposes of the processing |
Communication via email. |
Type of Personal Data |
First name, Last name, Corporate email address. |
Categories of Data Subject |
QorusDocs Users:
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Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
No data is stored. Processing logs are retained and destroyed after 7 days. |
3. ChurnZero
Description | Details |
Subject matter of the processing |
Operationalize the customer lifecycle, manage customer risk, demonstrate value, drive expansion and advocacy, and enable cross-functional visibility. |
Duration of the processing |
The processing will occur for the duration of the Agreement plus 90 days. |
Nature and purposes of the processing |
Track and report on QorusDocs user behavior within the system including collection, recording, organization, structuring, storage, internal analytics, and reporting. Command Center, Health Scores, Customer Segmentation, Real-time Alerts, Customer Journeys, Plays & Automation, In-App Communications, Walkthroughs, Surveys, Reporting, Custom Dashboards, Account Insights, Collaboration Chatbots. |
Type of Personal Data |
ChurnZero Processes the following:
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Categories of Data Subject |
QorusDocs Users:
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Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
Data is preserved to analyze and improve our customer success plans and service delivery success. |
4. Zendesk
Description | Details |
Subject matter of the processing |
Zendesk is used as a customer service platform (helpdesk) to enable QorusDocs users to log issues and support requests. |
Duration of the processing |
The processing will occur for the duration of the Agreement. |
Nature and purposes of the processing |
When a QorusDocs hub is created, the hub name is used to create an organization instance in Zendesk. Support requests logged by the users via the QorusDocs Help Center are processed and stored in Zendesk. The information included in the support tickets is determined and controlled by the users (data exporter) at the users’ (data exporter’s) sole discretion and may include personal data. |
Type of Personal Data |
Zendesk Processes the following types of personal data: QorusDocs user’s First Name, Last Name, and Corporate Email address. The information included in the support tickets is determined and controlled by the users (data exporter) at the users’ (data exporter’s) sole discretion and may include personal data. |
Categories of Data Subject |
QorusDocs Users. |
Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
Data is preserved to verify Service Level Agreement fulfillment. The support tickets are also used as a source for product- design, -engineering, and service delivery improvements. |
5. DataDog
Description | Details |
Subject matter of the processing |
QorusDocs uses DataDog Log Management to unify logs and traces in a single view, to better analyze log data. |
Duration of the processing |
The processing will occur for the duration of the Agreement. |
Nature and purposes of the processing |
Log Management |
Type of Personal Data |
DataDog Processes the following types of personal data: QorusDocs user activity and event data that may contain:
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Categories of Data Subject |
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Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
Data is retained for 15 days after the termination of the service agreement. |
For specific integrations/setup with QorusDocs the following sub-processors may apply:
6. Microsoft SharePoint Online
Description | Details |
Subject matter of the processing |
For specific implementations, the customer may elect to have their content stored in an instance of Microsoft SharePoint Online that is provisioned and managed by QorusDocs. |
Duration of the processing |
The processing will occur for the duration of the Agreement plus 90 days. |
Nature and purposes of the processing |
Microsoft SharePoint Online is used as a secure place to store, organize, share, and access content (documents). |
Type of Personal Data |
The data exporter may submit personal data to the Service, the extent of which will be determined and controlled by the data exporter in the data exporter’s sole discretion. |
Categories of Data Subject |
The data exporter may submit personal data to the Service, the extent of which will be determined and controlled by the data exporter in the data exporter’s sole discretion. |
Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
Data is returned upon request from Data Exporter to Data Importer Help Desk within 7 days of termination of the Agreement. Data is deleted 90 days after the end of the Agreement. |
7. Tray.io
Description | Details |
Subject matter of the processing |
Specific implementations may include integration from QorusDocs to other Systems using Tray.io integration platform. |
Duration of the processing |
The processing will occur for the duration of the Agreement. |
Nature and purposes of the processing |
Tray.io is an integration platform that enables the transfer of data between QorusDocs and the data exporter‘s third party applications. With such integrations, the data exporter can enhance its process by creating workflows between QorusDocs and its other SaaS platforms for further process enhancements. The scope of such integrations are controlled by the data exporter. |
Type of Personal Data |
The data exporter may submit Personal Data to the Tray Subscription Services for Processing, the extent of which is determined and controlled by the data exporter in the data exporter’s discretion. |
Categories of Data Subject |
The data exporter may submit Personal Data to the Tray Subscription Services, the extent of which is determined and controlled by the data exporter and which may include, but is not limited to, Personal Data relating to the following categories of data subjects:
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Plan for return and destruction of the data once the processing is complete UNLESS requirement under union or member state law to preserve that type of data |
Data is deleted 90 days after the end of the Agreement, except to the extent that Tray is required by any applicable law to retain some or all of the Personal Data. |