Quick Start Guide

In just 3 minutes you’ll discover how to Create a Quote, get an overview of the Dashboard, and learn about the essential Settings.

Getting Started Essentials…

Layout, Contact Info, Acceptance

Customize your Quote appearance and acceptance settings. Adjust branding, fonts, colors, and contact details with a live preview. Tailor how customers accept Quotes, including optional eSignature and additional fields.
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Adding and Removing Team Members

Invite fellow Team Members to your account to help with creating and managing your Quotes. Optionally grant Admin Access for full permissions.
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Quote Templates

Templates streamline your quoting process by organizing Price and Text Items into reusable collections. Easily create Quotes from Templates, saving time and ensuring consistency.
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Customer Emails & Templates

Manage how emails appear to customers. Set your sender Display Name, configure your branded footer, and default text for New Quotes, Accepted Quotes, and Follow-ups.
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