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 in the name of the client
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.