Getting Started
Set up your account and create your first quote.
- Welcome to QuoteBuilder What QuoteBuilder does, the main features available to you, and where to get help.
- Complete Your Account Setup Configure your company information, logo, shop type and tax rates.
- Understanding the Dashboard Read the statistics cards, recent activity and quick actions on your dashboard.
- Navigate the Sidebar Menu What each section of the left-hand menu does, and where to find things.
- Create Your First Quote Build a quote end to end: add products, attach a customer, review totals and save.
- Add Your First Customer Create a customer record with company details, a primary contact and an address.