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Topics
Getting started
What Quoterium does, creating your account and finding your way around.
- Quick start
- Welcome to Quoterium
- Create your account
- Your first quote, step by step
- Finding your way around
Writing quotes
Build quotes from price items, text and subtotals, with options, discounts, tax and rich formatting.
- Create a quote
- Import a quote from Word or PDF
- Draft a quote with AI
- Price items
- Text items and subtotals
Sending and follow-up
Send quotes, schedule them, follow up, track views, answer questions and manage what happens next.
- Send a quote
- Schedule a quote
- Mark as sent, resend and share the link
- Follow-ups
- Knowing when a quote has been opened
Customer view and e-signature
What your customers see, how they choose options, accept with a signature or decline, and the records kept.
- What your customer sees
- Preview your quote as the customer sees it
- How customers choose options
- Accepting a quote with an e-signature
- Email verification codes
Currencies and rates
Quote in any currency with daily exchange rates, margins, fixed rates and rounding.
Payments and Xero
Payment terms and milestones, connecting Xero, and raising invoices from accepted quotes.
- Payment terms and milestones
- Default payment terms and milestones
- Connect Xero
- Xero invoice settings and tax mapping
- Create invoices in Xero
Clients and contacts
Companies and people you quote: adding, organising, merging and linking them to Xero.
- Clients and contacts: how they fit together
- Add and edit clients
- Add and edit contacts
- The client page and its statistics
- Private notes on clients
Library and templates
Reusable price and text items, CSV import and export, and the templates you start quotes from.
- The library: reusable price and text items
- Create and edit library items
- Use library items in quotes
- Import and export library items
- Quote templates
Team and settings
Roles, invitations and profiles, plus every organisation setting from branding to tax and email.
- Roles and permissions
- Invite your team
- Remove a team member and reassign their quotes
- Your profile, email signature and saved signature
- Organisation settings
Billing and plans
Plans and prices, the free trial, paying through Stripe, and what happens when you cancel or a payment fails.
- Plans and pricing
- The free trial
- Choose or change your plan
- Payment method, invoices and billing email
- Failed payments
Security and privacy
How your data is protected, who can see it, e-signature evidence, exporting and deleting data, and accessibility.
- How we look after your data
- Passwords and signing in
- Who can see what
- E-signature evidence: certificate, hash and audit trail
- Export your data
API
Connect your own systems: import and export clients, contacts and quotes with your organisation's API token.
Troubleshooting
Quick fixes for missing emails, customer links, acceptance, exchange rates, Xero, locked accounts and sign-in.
- Emails not arriving
- Your customer can't open the quote
- Your customer can't accept the quote
- An exchange rate looks wrong
- Xero connection problems
Popular articles
- Getting started Create your account Sign up for a 14-day free trial: what to fill in, why the base currency matters, and what is ready for you when you first sign in.
- Currencies and rates Change a quote's currency Convert every price on a quote to another currency, set the rate yourself or from a round-figure price, choose rounding, and refresh the rate later.
- Currencies and rates How the dashboard handles currencies How quotes in different currencies are added up on the dashboard and the quotes list, and how to view your figures in another currency.
- Team and settings Roles and permissions Every team member is the owner, an admin or a member. Here is what each role can do in Quoterium.
- Customer view and e-signature How customers choose options How customers include optional items, pick from multiple-choice groups and change quantities, and how their choices reach you.
- Customer view and e-signature Email verification codes How the optional one-time code works: who receives it, how long it lasts, how many attempts are allowed, and what to tell a customer who cannot find it.
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