Documentation

Everything about how QuoteGlide works. Signed-in users on a paid plan can also ask the support assistant from the app. It answers from these same pages.

Getting started

Getting started with QuoteGlideFrom a fresh account to your first sent quote in a few minutes.NotificationsThe bell: what needs you, what's happened, and clearing the feed.Account and workspace settingsBusiness details, currency, labour rates, and your reply-to email.

Quotes

Creating a quoteLine-item quotes, uploaded documents, drafts, and per-quote currency.Sending quotes and automatic follow-upsWhat happens when you press send, and how the reminder schedule works.What your customer seesThe quote page customers open: accept, decline, questions, and changes.Replying to customers and revising quotesAnswer questions from the quote's page, and send revised versions.

Customers

CustomersYour customer list, their quote history, and plan limits.

Library

Services and templatesReusable building blocks so repeat quotes take seconds.

Team & branding

Team members and rolesInviting your team to a shared workspace (Business plan).Your logo and brand colourPut your own branding on quotes and customer emails (Pro and up).White-label: your own domainsSend from your domain and serve quote pages on it (Business plan).

Billing & plans

Billing, plans and AI creditsWhat each plan includes, how AI credits work, and managing your subscription.

Insights & AI

ReportingYour win rate, response times, and recovered value (Pro and up).The AI assistantAsk questions about your own quotes and let the assistant do the legwork.