Privacy policy
Last updated November 12, 2026
DashQuote Technologies LLC ("DashQuote", "we", "us") makes DashQuote, an add-in for Microsoft Outlook that helps freight brokers quote, and runs the website dashquote.io. This policy explains what we collect, what we never keep, who processes data for us, and how to have it deleted. Questions go to admin@dashquote.io.
The short version
DashQuote's AI only reads emails to find quotes, and never changes or saves them. Nobody sees your emails. Not DashQuote staff, not even your managers. Leaders see quote numbers only (lanes, dates, rates, win stats).
- We store only the quote and rate details your team saves or uploads, plus what we need to run your account and billing.
- Each company's data is walled off from every other company's. We never pool, share or sell it, and never use it to train AI.
- Your company can have all of its data deleted in one step by emailing us.
- This website has no ads, analytics or tracking.
1. This website
The scan request form
When you request a money-found scan, we save exactly these answers, plus the date and time you sent them:
- your name
- your company
- your work email address
- how many reps quote freight (1–5, 6–15, 16–30 or 31+)
- your message, if you write one
We use them only to reply to your request and set up your scan. The form takes no files. We don't save your IP address or browser details with your answers. Each request is deleted automatically 24 months after you send it, or sooner if you ask.
The spam check
The form uses Cloudflare Turnstile to tell people from bots. Turnstile's script, loaded from Cloudflare, runs a check in your browser and sends Cloudflare information about your browser and device to do it. We receive only a pass or fail. Cloudflare describes what it collects in its Turnstile privacy addendum.
Hosting
Cloudflare hosts dashquote.io. Like any web host, it processes your IP address and browser details to deliver pages and protect the site from attacks. This website sets no cookies of its own, and runs no analytics, ads, tracking pixels or third-party scripts other than Turnstile on the home page.
Emails you send us
If you email nate@dashquote.io or admin@dashquote.io, we keep your email in our mailbox until it's no longer needed to answer you, or until you ask us to delete it.
2. Your email, in DashQuote
DashQuote reads emails for one purpose: to find quote details such as the lane, dates, equipment, weight and rates. This happens when someone opens an email with the DashQuote pane in Outlook and, if your company has approved mailbox access, when DashQuote looks for past quotes in the mailboxes of people who use DashQuote.
- The email's text, and any PDF or Excel attachment DashQuote can read, is sent to our server and to our AI provider (Anthropic, below) to find those details.
- It is processed in memory and then discarded. We never save email bodies, subjects, addresses or attachments in any database, file or log.
- Our logs and usage records hold event names, IDs and timings only (for example "extraction took 2.1 seconds"), never email content or rates.
- DashQuote drafts replies in Outlook. It never sends, deletes or changes an email. Nothing goes out until a person hits Send.
- Nobody sees your emails: not DashQuote staff, not your managers. Team leaders see quote numbers only (lanes, dates, rates, win stats).
3. What DashQuote stores
| What | Details |
|---|---|
| Your company's account | Company account, teams, licenses and billing status. Each person is identified by their Microsoft account ID; where DashQuote shows people to their team leader, we may also store their name and work email address. |
| Quote and rate history | For each quote your team confirms and each row you import: origin and destination (as written, and matched to places in public US and Mexico location data, with coordinates), equipment, ship date, rates, the outcome (won, lost or no reply) where known, when it was saved, and whether it came from a quote or an import. If we add a field, we update this policy first. |
| Imported files | When you upload a TMS export (CSV or Excel), we save only the columns DashQuote uses: the lane, dates, equipment, rates and outcome of each load. Other columns, such as customer names or notes, are never saved, and the file itself isn't kept. Saved column-matching settings are kept so the next upload is quicker. |
| Reply templates | The reply templates your team writes. |
| Usage records | Event names, IDs and timings, such as how long a quote took and which fields a rep edited. Never email content or rates. |
| Billing | If your company pays for DashQuote: your plan, dates, and the customer ID from our payment processor. Card details go straight to Stripe and never reach us. |
Walled off per company. Each company's quote history is kept in its own separate store, reachable only through a sign-in from that company. No query reads across companies, and no support or admin tool can read your company's history.
Never sold or shared. We never sell, share or pool your data, show one company's rates to another, or use your data to train AI models, ours or anyone else's.
4. Who processes data for us
| Company | What it does for DashQuote |
|---|---|
| Anthropic, PBC | The AI that reads emails to find quote details, suggests how your TMS file's columns match ours, and, if you ask, reviews a reply template. For column matching it receives column headers only, never rows, rates or customer names. We use Anthropic under its commercial terms, which do not allow it to train models on our data, and we ask for no data retention wherever Anthropic offers it. No other AI provider is used. |
| Cloudflare, Inc. | Hosts DashQuote's servers, databases and this website, and runs the Turnstile spam check. |
| Microsoft Corporation | Sign-in (Microsoft Entra ID), Outlook, where DashQuote runs, and our own email (Microsoft 365), where emails you send us arrive. |
| Stripe, Inc. | Payments. |
DashQuote is a US company. These providers may process data in the United States and in other countries where they operate.
5. Pilot program
This is the one exception to "we never keep email content". A company in a DashQuote pilot can give us written permission to use copies of its own emails and TMS exports to test and improve DashQuote. When it does:
- we keep those copies on one secured computer, never in DashQuote's live systems, shared drives or logs;
- only Anthropic's AI processes them;
- our test data contains only redacted samples with made-up names;
- we never show the pilot's rates, customers, carriers or lanes to anyone else. We may use overall patterns, such as how win rates change with reply time, to set DashQuote's default settings;
- anything we publish about a pilot is anonymized and approved by the pilot in writing first;
- we delete the copies when the pilot ends, or sooner if the pilot asks.
6. Keeping and deleting data
- Your company's DashQuote data is kept while your company uses DashQuote. To delete it, email admin@dashquote.io from your work address. We delete everything in one step: quote history, imports, templates, teams, people, licenses and billing records. It is deleted from our live systems right away. Copies in our hosting provider's automatic 30-day recovery history expire on their own within 30 days.
- One billing record stays after deletion, for accounting: the account ID, the payment processor and its customer ID, the plan, the date the account was created, the date it was paid through, and the date it was deleted. It contains no quotes, rates, emails or names of people, and we keep it only as long as accounting and tax law require.
- Scan requests from this website are deleted automatically 24 months after they're sent, or sooner on request.
- Emails you send us stay in our mailbox until they're no longer needed to answer you, or until you ask us to delete them.
7. Security
Data travels over encrypted connections (HTTPS) and is encrypted where it's stored. Keys and passwords live in our providers' encrypted secret stores, never in our code. Only DashQuote's founder can access the systems that hold customer data, and that access never includes a way to read a company's quote history.
8. Your choices
You can ask us what we hold about you, and ask us to correct or delete it, by emailing admin@dashquote.io. Depending on where you live, the law may give you more rights over your data; we honor these requests for everyone, wherever they live. We answer within one business day and finish the request within 30 days.
9. Children
DashQuote is a business tool, not meant for anyone under 16, and we don't knowingly collect their data.
10. Changes to this policy
We post every change on this page with a new date. Before a change that affects how we use data you already gave us takes effect, we email the account owner of each company using DashQuote.
11. Contact
DashQuote Technologies LLC, North Carolina, USA
admin@dashquote.io