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Frequently Asked Questions

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Getting Started

Initial setup takes about 5-10 minutes:
  • Account creation: 2 minutes
  • Email integration: 2-3 minutes
  • SSO integration (optional): 5 minutes
  • Browser extension (optional): 1 minute
The initial discovery scan takes 2-5 minutes after connecting your first integration.
No! You can start with just one integration (we recommend email) and add others later. However, connecting multiple sources gives you more complete visibility:
  • Email: Discovers vendors from communications
  • SSO: Discovers apps accessed via single sign-on
  • Browser: Tracks actual usage
Each integration adds a different dimension to your SaaS visibility.
Yes! We offer a 30-day free trial of our Growth plan so you can experience the best of what Porcia has to offer. No credit card required to start. You can:
  • Connect all integrations
  • Discover unlimited vendors
  • Use AI negotiations
  • Invite team members (up to Growth plan limits)
  • Access advanced analytics and reports
After the trial, choose a plan that fits your needs.
If you cancel your subscription:
  • Your data is retained for 30 days (in case you change your mind)
  • After 30 days, all data is permanently deleted
  • You can export your data before canceling
  • Integrations are automatically disconnected
You can request immediate data deletion by contacting support.

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Email Integration

Porcia requests read-only access to your email:
  • Read emails - To identify vendor communications
  • View metadata - Sender, subject, date
We CANNOT:
  • Send emails from your account
  • Delete or modify emails
  • Access personal emails (only vendor emails are processed)
The initial scan covers the last 6 months of emails. This is typically sufficient to discover most active vendors. If you need to discover older vendors, you can:
  • Manually add them to Porcia
  • Forward historical vendor emails to your Porcia address
  • Wait for new emails from those vendors
No! Porcia only processes emails from known SaaS vendor domains. Personal emails, internal company emails, and non-vendor communications are ignored and never stored.Our AI classifier identifies vendor emails by:
  • Sender domain (e.g., @salesforce.com)
  • Email content patterns (invoices, renewals)
  • Known vendor signatures
Email content is processed to extract vendor data and then stored encrypted. Only structured metadata is used for your dashboard:
  1. Email arrives (via OAuth or forwarding)
  2. AI extracts structured data (vendor, pricing, dates)
  3. Only metadata is retained (sender, subject, date, extracted fields)
We never use email content for any purpose beyond vendor data extraction.
Yes! You can disconnect anytime:
  1. Go to Settings → Integrations → Email
  2. Click Disconnect
  3. Confirm disconnection
Historical vendor data will be preserved unless you choose to delete it. New emails will no longer be processed.

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SSO Integration

Yes, SSO integration requires admin permissions on your identity provider (Google Workspace, Microsoft Entra, or Okta). This is necessary to:
  • Read application catalog
  • View user assignments
  • Track login events
If you don’t have admin access, ask your IT team to set this up.
Yes! You can connect multiple identity providers simultaneously. This is useful for:
  • Companies using multiple IdPs (e.g., Google + Azure AD)
  • Mergers and acquisitions
  • Hybrid environments
Porcia automatically deduplicates vendors found across multiple providers.
Porcia tracks aggregated usage data:
  • Which apps are accessed
  • Login frequency
  • Active vs inactive users
Individual user activity is only visible to workspace admins and is anonymized in reports. Users can opt out of usage tracking in their privacy settings.
If your organization restricts third-party OAuth apps, your IT admin needs to whitelist Porcia:Google Workspace: Admin Console → Security → API Controls → Manage Third-Party App AccessMicrosoft 365: Admin Center → Settings → Org settings → Services → Microsoft 365 on the webOkta: Admin Console → Applications → Add ApplicationContact support for detailed instructions.

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Browser Extension

Yes! The extension is privacy-first:
  • All analysis happens locally in your browser
  • Only domain names and duration are sent to Porcia
  • No page content, forms, or keystrokes are tracked
  • No personal browsing (only known SaaS domains)
The extension is open source and can be audited.
No. The extension is lightweight and runs in the background with minimal resource usage. It only activates when you visit known SaaS domains.
Yes! You can exclude specific domains from tracking:
  1. Click the extension icon
  2. Go to Settings
  3. Add domains to exclusion list
Excluded domains won’t be tracked or reported to Porcia.
Yes! Click the extension icon and toggle “Pause Tracking”. This stops all tracking until you resume. Useful for:
  • Personal browsing during work hours
  • Sensitive work
  • Demos or presentations

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Pricing & Billing

Starter ($15/month):
  • 1 user
  • Unlimited vendor discovery
  • Email + SSO + Browser integrations
  • Basic analytics
  • AI negotiations
Growth ($20/user/month, min 3 seats):
  • Everything in Starter
  • Team collaboration
  • Advanced analytics
  • Custom reports
  • Priority support
Enterprise (Custom pricing):
  • Everything in Growth
  • Unlimited users
  • Dedicated support
  • Custom integrations
  • SLA guarantees
On the Growth plan:
  • Minimum 3 seats required
  • When you invite a 4th user, a new seat is automatically added
  • You’re charged prorated for the remainder of the billing cycle
  • Next renewal includes the new seat
  • You can manually reduce seats (minimum 3) from billing settings
Yes! You can upgrade or downgrade anytime:
  • Upgrade: Takes effect immediately, prorated charge
  • Downgrade: Takes effect at next renewal
Go to Settings → Billing → Change Plan
Yes! We offer:
  • Annual billing: 20% discount (2 months free)
  • Nonprofits: 50% discount (contact sales)
  • Startups: Special pricing for early-stage companies
  • Volume: Custom pricing for 200+ users
Contact sales@porcia.org for discount inquiries.
We accept:
  • Credit cards (Visa, Mastercard, Amex)
  • Debit cards
  • ACH bank transfer (annual plans only)
  • Wire transfer (Enterprise plans only)
All payments are processed securely through our payment provider.

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Features & Functionality

Porcia’s vendor matching is highly accurate:
  • Known vendors: high accuracy
  • New/unknown vendors: flagged for manual review
You can always manually correct vendor matches or add missing vendors.
AI negotiation uses:
  • Your contract and usage data
  • Pricing benchmarks from similar companies
  • Vendor intelligence (fiscal calendar, market position)
  • Negotiation playbooks from successful outcomes
The AI generates a strategy and draft email, which you can customize before sending.
Pricing benchmarks are based on anonymized data from other Porcia users:
  • Segmented by company size, industry, and usage
  • Updated regularly
  • Requires sufficient data points before a benchmark is shown
Benchmarks are directional guidance, not exact pricing. Your actual negotiation outcome depends on many factors.
Yes! You can manually add vendors that weren’t automatically discovered:
  1. Go to Vendors → Add Vendor
  2. Enter vendor name and details
  3. Upload contracts and documents
  4. Set renewal dates and pricing
Manually added vendors have the same features as discovered vendors.
Yes! You can export:
  • Vendor list (CSV, Excel)
  • Spending data (CSV, Excel)
  • Usage analytics (CSV, Excel)
  • Documents (ZIP file)
  • Complete data export (JSON)
Go to Settings → Data Export

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Security & Privacy

Porcia uses enterprise-grade security:
  • Encryption: AES-256 at rest, TLS 1.3 in transit
  • Access control: Role-based permissions
  • Audit logs: Complete activity tracking
  • Compliance: Working towards GDPR compliance (in progress)
  • Infrastructure: Secure cloud infrastructure with multi-region redundancy
Data visibility is role-based:
  • Workspace Admin: Full access to all data
  • Workspace Member: Access to vendors they’re assigned to
  • Porcia Team: No access (except support with permission)
You control who has access to your workspace.
Porcia is actively working towards GDPR compliance. We are building the necessary infrastructure and processes to support:
  • Right to access your data
  • Right to delete your data
  • Right to export your data
  • Data processing agreements
  • EU data residency (planned for Enterprise)
Contact support@porcia.org for the current status or specific compliance questions.
Data is stored in secure cloud data centers:
  • Primary: US region
  • Backup: Secondary US region
  • EU data residency planned for Enterprise customers
All data is encrypted and backed up daily.
No! We never sell your data. Period.We use anonymized, aggregated data for:
  • Pricing benchmarks (opt-in)
  • Product improvements
  • Industry insights
Your specific pricing and vendor details are never shared.

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Troubleshooting

Common reasons:
  1. Wait time: Initial scan takes 2-5 minutes
  2. No vendor emails: Check if you have vendor emails in the scanned period
  3. Integration issue: Verify integration is connected in Settings
  4. Filters: Check if filters are hiding vendors
See Email Sync Troubleshooting for detailed help.
Common fixes:
  1. Reconnect: Go to Settings → Integrations → Email → Reconnect
  2. Check permissions: Verify OAuth permissions weren’t revoked
  3. Check token: OAuth tokens expire; reconnect to refresh
  4. Contact support: If issue persists
See Email Sync Troubleshooting for detailed help.
Common reasons:
  1. Admin permissions: Verify you have admin access
  2. Sync delay: Initial sync can take 5-10 minutes
  3. No SSO apps: Verify you have SSO-enabled apps
  4. Integration issue: Reconnect SSO integration
Contact support if the issue persists.
Multiple support channels:
  • Email: support@porcia.org (24-hour response)
  • In-app chat: Click the chat icon (bottom right)
Enterprise customers have dedicated support with SLA guarantees.

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Still Have Questions?

Contact Support

Email us at support@porcia.org

Email Sync Troubleshooting

View email troubleshooting guide

Schedule Demo

Book a demo with our team

In-App Chat

Use the chat widget in the bottom-right corner