Welcome to Quoter, Partner! We’re happy to have you on board. 

This article, the links provided, and the eight onboarding videos below are starting points for understanding the basics of Quoter settings. They will help you and your team take the first steps in preparing your Quoter account. 

Account Settings

Before we get started, let’s get your team added into Quoter with the right permissions so they can do the specific tasks you require: 

• Adding Quoter Users
• User Types
• User Permissions

General Settings 

Now that you’ve added your team as users and given them the proper permissions, let’s set up the general settings on each of your accounts. 

Taxes 

While determining whether or not you’d like to set up taxes directly on your Quotes, or include taxes later on invoicing – look over the tax settings and integrations available in Quoter to help with your decision.

• Tax Codes and Jurisdictions
• Updated Tax Settings 

Payment Gateways 

Set up a payment gateway so that you can take payment directly on your Quotes. Quoter can integrate with a number of payment gateways. To find out how to integrate with a specific payment gateway, check out the payment gateway category in our knowledge base. 

Integrations

Quoter has a long list of integrations available. The list of integrations as well as guides on how to install them can be found on our integrations knowledge base page. 

Labels and Messages 

Learn how to customize your Quotes and emails using our Labels & Messages functionality. 

Pricing Table 

Decide what information you choose to share with your customers by editing your pricing table. 

Next Steps

Join the ScalePad community and register for one of our group workshops to learn more about all the features that Quoter has to offer. We look forward to seeing you there!