User Account

First step to an easy life, pop in your email and create a password.

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Are you part of a governing body?

Team

Every company can invite other users to collaborate with them.

These companies have invited you to collaborate with them. You can accept them now or do it later in the platform..

Accept Company

Company

Use this section to input your company details. Doing this will produce your own company profile of which you can create pricelists, pricing templates, new customers, PDF quotes etc.

This will also give you the power to add your team members to your company, so your whole business can work collaboratively and price off the same platform.

Tooltip: the more information you can input here, the better, as most of this information will appear on your PDF quote.

Staff

This section allows you to add other work colleague's to your account. This is a great feature if you have other members of staff who are pricing work for you.

Once signed up, you can then limit the amount of control your work colleague's have over your account, for example you might not want them to be able to email the quote to the customer without you signing it off, also you might not want them giving discount... what ever it is, Kwota's got it covered!

Add your colleague's email address here to invite them to your account. You can add as many as you like right now, or if it's not convenient, then you can do it later on.