Why this matters

A few minutes of setup makes every quote and contract you send look polished and consistent.

Settings to configure first

  1. Branding (Settings → Branding) — logo, company name, legal name, email, phone, address, website, tagline. Shows up on every public quote, contract, and the client portal.

  2. Terms & Conditions (Settings → Terms) — rich-text T&C; if set, clients must confirm before accepting a quote.

  3. Renewals (Settings → Renewals) — default term months for contracts, reminder milestones, quote expiry reminders.

Build your offering library

So quote-building is one-click instead of typing every time:

  1. Categories (Settings → Categories) — top-level taxonomy with colours.

  2. Service Groups (Settings → Service Groups) — mid-level taxonomy under each category.

  3. Line Items (Settings → Line Items) — reusable items with descriptions and prices.

Optional

  • Coupons (Settings → Coupons) — discount codes if you offer them.

  • Webhooks / Slack (Settings → Webhooks) — notify your own systems of quote and contract events.