Getting Started

Before you start

1. Register an account or log in
2. Verify your email address
3. Set up your organization in Settings

The Dashboard

After logging in you land on the Dashboard — an overview of your recent quotes, key metrics, and quick actions:

• Create Quote — start a new quote from scratch or from a template
• Recent Quotes — quick access to your latest quotes
• Metrics — quote count, total pipeline value, and acceptance rate

Next Steps

• Create your first quote
• Add a customer
• Add products