Knowledge Base

Guides and answers for getting the most out of QuoteMate. Can't find what you need? Contact us and we'll help directly.

Getting Started

Getting started with QuoteMate
Set up your account, catalog, and templates so your team can send its first buyer-ready quote.
Read article →
Inviting your team and setting roles
Add teammates, assign rep and approver roles, and set up permissions that match how your team quotes.
Read article →

Quotes & Proposals

Creating your first quote
From plain-English request to buyer-ready proposal: how the QuoteMate drafting workflow works.
Read article →
Understanding quote statuses and your pipeline
What each quote status means, how quotes move between them, and how to read your pipeline view.
Read article →
Pricing rules, discounts, and approvals
How to configure the guardrails that keep every quote on-policy—without slowing your reps down.
Read article →

Shopify

Connecting QuoteMate to Shopify
Bring real quoting to your Shopify store: capture requests, quote from your catalog, and sync accepted quotes back as draft orders.
Read article →

Account & Billing

Managing your plan and billing
Plan tiers, upgrading and downgrading, annual billing, and what happens when you change plans.
Read article →