Getting started
What Quoterium does, creating your account and finding your way around.
- Quick start From sign-up to your first accepted quote: set up your organisation, add a client, write and send a quote, then follow up, countersign and invoice.
- Welcome to Quoterium What Quoterium does and how a quote moves from first draft to signed acceptance and, if you use Xero, to an invoice.
- 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.
- Your first quote, step by step A quick walk-through: start a quote, choose the customer, add items, check the totals and preview, then send it.
- Finding your way around The main navigation, the New quote button, quick search and the account menu, and where to find settings.
- Using the dashboard What the dashboard shows first — questions to answer, drafts to finish, follow-ups and accepted quotes to countersign and invoice — and what its figures mean.
- The quotes list: search, filters and bulk actions Find any quote with search, status tabs and filters, see which quotes have been opened or need a follow-up, and act on several quotes at once.
- Working with more than one organisation Run several companies from one login: create another organisation, switch between them, and understand what is kept separate.
- Set-up checklist for admins The settings worth reviewing before your team sends its first quotes, in a sensible order, with links to the detailed guides.
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