🎉 Welcome Aboard!
Let's set up your account in just a few simple steps
1
Company Branding
2
Quote Preferences
3
Contact Info
4
Review
Tell us about your company
Company Name *
Primary Brand Color *
This will be used for headers and buttons
Secondary Brand Color *
Used for accents and highlights
Industry *
Select your industry...
Technology
Consulting
Creative Services
Construction
Retail
Healthcare
Finance
Other
Company Tagline
(optional)
A brief description that appears on your quotes
Customize your quotes
Quote Format *
Detailed (itemized with descriptions)
Summary (totals only)
Professional (balanced detail)
Payment Terms *
Net 15
Net 30
Net 60
Due on Receipt
50% Deposit, 50% on Completion
Quote Valid For (days) *
How long quotes remain valid
Show itemized pricing breakdown
Include terms & conditions on quotes
Your contact details
Contact Name *
Email Address *
Phone Number *
Business Address
(optional)
Website
(optional)
Review your information
Company Branding
Company Name
Not set
Primary Color
#667eea
Secondary Color
#764ba2
Industry
Not set
Quote Preferences
Format
Not set
Payment Terms
Not set
Valid For
30 days
Contact Information
Name
Not set
Email
Not set
Phone
Not set
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Complete Setup 🚀