Summary
Setting up your Quotable account takes just a few minutes. You'll create your profile and add your company information so you can start quoting right away.
Steps
1. Sign Up
Go to app.getquotable.ai
Enter your email address and create a password
Verify your email
2. Add Your Company Information
Company name
Business address
Contact information
Company logo (optional but recommended)
NOTE: This will show up on all documents (POs, SOs, Invoices, etc)
3. Set Up Payment Information (Optional)
Sellers
Setup Quotable Payments to receive payments
Add your bank details to receive payments
Quotable Wallet: Setup Quotable wallet to receive payments
Buyers
Add your bank details if making payments manually
Setup Quotable wallet to pay your bills and suppliers easily
4. Get Verified
Upload your business documents
Submit and wait to get verified. Once verified, a verified badge will show up on your company profile when other users are transacting with you.
Result
Once your profile is complete, you can start creating quotes immediately. Your company information will appear on all documents you send.
Tips
Upload your company logo to make quotes look more professional
Complete your address information for accurate delivery tracking
Connect payment accounts early so you can get paid faster
Set default payment terms to save time on every quote
Get verified to increase trust with buyers and suppliers