Core Concepts
The key ideas behind Quotamation.
A quick tour of the main areas you'll use day to day, all reachable from the left-side menu.
Clients
Your clients live under Clients in the left-side menu.
Search for a client
- Once logged into Quotamation, click Clients in the left-side menu
- Click the magnifying glass icon
- Type the client's name, email, phone number, or street address
The search box on the Quotes list works the same way.
Quotes
Create and manage quotes under Quotes, or jump straight in with the blue New Quote button. See Creating a quote for a walkthrough.
Settings
Click Settings on the panel on the left side of the screen. Personal options live in Account settings; agency-wide options (details, users, goals, integrations, quoting preferences) live in Agency Settings.