ServiceCPQ
Security & Trust

Your installed-base data is sensitive. We treat it that way.

ServiceCPQ handles your product configurations, customer records, warranty claims and pricing — commercially sensitive data by nature. Here’s how the platform is built and operated to protect it.

Data & infrastructure

Enterprise-grade hosting, encryption and residency.

Encryption everywhere

Data encrypted in transit and at rest, on infrastructure built for enterprise workloads.

Data residency options

Regional hosting available for customers with data-locality or sovereignty requirements.

Tenant isolation

Your knowledge graph, documents and configurations are logically isolated from every other customer.

Backups & continuity

Regular automated backups with defined recovery objectives, reviewed as part of every enterprise contract.

Access & control

You control who sees what, including the AI.

SSO & SAML

Single sign-on integrates with your identity provider — no separate ServiceCPQ passwords to manage.

Role-based access

Granular permissions down to dealer, region and module — including for portal and self-service users.

Full audit trails

Every quote, claim decision and configuration change is logged with who, what and when.

Human-in-the-loop AI

Every agent — claims, adjudication, quoting — has a configurable review threshold before it acts autonomously.

Compliance & documentation

We work inside your security review process, not around it.

As an enterprise software vendor, we expect a security questionnaire, a DPA and, often, a vendor risk assessment before go-live. The documentation below is shared directly with your security and procurement teams during evaluation.

Security questionnaire

Completed on request (SIG, CAIQ or your own format).

Data Processing Agreement

Standard DPA available, negotiable as part of your contract.

Architecture & subprocessor list

Shared on request during evaluation.

Certification roadmap

Current status and timeline shared directly — ask your contact.

Request our security documentation.

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