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Before You Begin
Matt Stansfield avatar
Written by Matt Stansfield
Updated over a week ago

Getting Started

Make sure that you are able to login to your Quoter account using the credentials (email and password) you used to sign up with Quoter. You can login directly at, or use the subdomain you've created at
Next, make sure you have access to any integration login credentials you might need (e.g, ConnectWise, Ingram Micro, Salesforce). If you don't have these already, the PSA and Distributor articles below have specific information about how to set up these credentials:

If you aren't planning to integrate any other software, feel free to skip this step.

First, you'll want to confirm that your business information (company name, address, account email, etc.) under the Account > Settings section is complete and accurate. You can read more details about how to configure this below:

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