NTELI QUOTING

Trust · AI use · Your data · Retention · Docs

Retention

How long each kind of data is kept by default. "Automatic" limits are enforced by the service today; "Policy" limits are what we commit to, with automatic deletion being added. Your workspace's owners will be able to shorten them.

DataKeptToday
Submitted quotes and their approvals7 yearsPolicy
Audit trail (append-only, hash-chained)The life of the workspace, then 7 years after it closesPolicy
Quote history you importUntil you delete itPolicy
Files you upload (price sheets, history, catalogs)90 days after they are imported; the rows imported from them stay with your price book or historyAutomatic
Price book versions and rule versionsThe life of the workspace (quotes replay on the version they used)Policy
Open quote drafts and assemblies90 days after they are closedPolicy
Engine usage log (metering and the extraction shield)90 daysAutomatic
Sign-in codes and links30 minutes, single useAutomatic
Invitation links, and the sign-in link sent when an owner lets you in7 days, single useAutomatic
Browser sessions30 daysAutomatic
Claude connections (OAuth)Access 1 hour; refresh 60 days, rotated on each useAutomatic