Getting started

Sign in, set up your business and find your way around.

8 articles

• Sign in to QuotebirdSign in with Apple, Google or a 6-digit code sent to your email. Quotebird has no passwords.
• Set up your businessThe ten short questions Quotebird asks the first time, and why each one matters for your quotes.
• Find your way aroundThe tabs, the camera button, the New button and Settings, and what the line under each title tells you.
• Your business profileYour name, logo, address, tax numbers, licences and insurance certificate, as they print on every quote and invoice.
• Set up your tax ratesAdd, change and archive the sales tax, VAT or GST rates you charge, and choose the one new documents start with.
• Document numbersHow quotes, invoices and credit notes are numbered, and how to carry on the numbers from your old app.
• Your signatureAdd the name and signature your business signs contracts with. Documents that need it are signed when you send them.
• Work offlineWhat you can do without a signal, what waits for a connection, and how to tell your changes are saved.