
| Vendor | Category | Purpose | Data Received | GDPR |
|---|---|---|---|---|
AW Amazon Web Services, Inc. | Infrastructure | Cloud Service Provider | cloud hostingstorageAll processed data | ? Unknown |
AI Amplitude, Inc. | Analytics | Product and User Analytics | analytics | Yes |
AI Appcues, Inc. | Other | Onboarding tours, announcements and surveys | user experiencecommunicationssurveys | Yes |
BI Bird.com, Inc.(Pusher) | Other | Hosted API Service | infrastructureAPI services | ? Unknown |
CS Catalyst Software, Inc. | Analytics | Customer Success and Analytics | customer supportanalytics | Yes |
CP Chili Piper, Inc. | Other | Meeting Scheduler | schedulingcommunications | Yes |
CR Common Room, Inc. | Other | AI Buyer Intelligence Solution | AI processinganalytics | Yes |
CD Cube Dev, Inc. | Analytics | Data Analytics and Visualization | analyticsdata visualization | Yes |
DI Deeto, Inc. | Other | AI Driven Platform Facilitating Conversations Between Customers and Prospects | AI processingcommunications | Yes |
DR Dovetail Research Pty. Ltd. | Analytics | AI Research and Qualitative Data Analytics (conducted with customer consent) | AI processinganalyticsresearch | ? Unknown |
FI Fivetran, Inc. | Other | Data Ingestion for Analytic Purposes. | data integrationanalytics | Yes |
GI Gong.io, Inc. | Other | Customer Call Recordings (with consent) | communicationsrecordings | Yes |
GL Google, LLC | Analytics | Infrastructure; Google Workspace and Analytics | infrastructureoffice suiteanalytics | ? Unknown |
HI HubSpot, Inc. | Marketing | Software Products for Inbound Marketing, Sales, and Customer Service | marketingsalescustomer support | ? Unknown |
II Imperva, Inc. | Other | WAF and DDoS Protection | securitynetwork protection | ? Unknown |
II Intercom, Inc. | Support | Customer Support Platform, including AI Capabilities and Chatbot | customer supportAI processingcommunications | Yes |
LI Loom, Inc. | Support | Support and Research Recordings(Customer Optional) | recordingssupportresearch | Yes |
MT Mailgun Technologies, Inc. | Communication | Email Delivery | email servicescommunications | Yes |
MI Maze.Design Inc. | Other | User Testing Tool | user testinganalytics | Yes |
MI Metabase, Inc. | Analytics | Product Analytics and Business Intelligence | analyticsbusiness intelligence | Yes |
NC Nooks Communications, Inc. | CRM & Sales | AI Enabled Sales Dialing Assistant | AI processingsalescommunications | ? Unknown |
OL OpenAI, LLC. | Other | Provides Large Language Model Processing via APIs in the PandaDoc Application | AI processingnatural language processing | Yes |
OC Oracle Corporation(Netsuite) | CRM & Sales | Billing and Accounting | billingaccountingfinancial | Yes |
PI PartnerStack, Inc. | Support | Partner Support and Referral Services | partner managementsupport | Yes |
PI Persona Identities, Inc. | Other | Identity Verification | identity verification | ? Unknown |
RI Recurly, Inc. | CRM & Sales | Payment Subscription Management | payment processingsubscription management | ? Unknown |
SO SAASFLOW OÜ(Guideflow) | Other | Demo Environment | demo environmentuser experience | Yes |
SI salesforce.com Inc. | CRM & Sales | Customer Relationship Management | CRMcustomer management | ? Unknown |
SI SalesLoft, Inc. | CRM & Sales | Sales Engagement Platform | salescommunications | Yes |
SI Segment.io, Inc. | Analytics | Product and User Analytics | analytics | Yes |
ST Slack Technologies, LLC | Other | Messaging Channel, including AI Capabilities | communicationsAI processing | Yes |
SI Snowflake, Inc. | Other | Data Warehouse | data warehousingdata storage | Yes |
SO Supermetrics Oy | Analytics | Revenue Analytics | analyticsfinancial | Yes |
TL Telynx, LLC | Communication | SMS Functionality and Delivery | SMS servicescommunications | ? Unknown |
TI Twilio, Inc. | Communication | SMS Functionality for 2 Factor Authentication | SMS servicesauthenticationcommunications | Yes |
U UserVoice | Other | Voluntary Suggestion Portal for Customers | customer feedbacksupport | Yes |
WI Wootric, Inc. | Other | NPS Surveys | surveysanalytics | Yes |
WI Workato, Inc. | Other | Workflow Automation | workflow automationdata integration | ? Unknown |
ZV Zoom Video Communications Inc. | Other | Meeting Platform including AI transcription and summary capabilities | communicationsvideo conferencingAI processing | Yes |
ZT ZoomInfo Technologies Inc. | Marketing | Marketing Platform | marketing | Yes |