This section covers core topics applicable to all Quotify CRM users. Learn about navigating the system, setting global preferences, and managing basic CRM settings. Ideal starting point for new users to get familiar with Quotify's environment and admin tools.

Everything related to customer profiles and management. Explains how to add customers, set billing preferences, manage contacts, and assign currencies. Also covers linked features like customer-specific invoices, estimates, and contracts.

Capture, qualify, and convert potential customers efficiently. Learn how to add leads, assign sales agents, track communication, and convert them into customers or projects.

Everything related to customer profiles and management. Explains how to add customers, set billing preferences, manage contacts, and assign currencies. Also covers linked features like customer-specific invoices, estimates, and contracts.

Keep project timelines, budgets, and communication organized. Learn how to create projects, assign team members, and manage milestones. Integrates with tasks, timesheets, and expenses for complete project oversight.

Manage individual or team assignments across departments. Covers task creation, linking to features (projects, leads, etc.), assigning staff, setting priorities, and tracking time. Also explains notifications, comments, and recurring task options.

Overview of all sales-related modules in one place. Guides users through using proposals, estimates, invoices, and sales reports together. Useful for sales agents and admins to understand the full sales funnel inside Quotify

Create and manage invoices with built-in automation. Instructions for generating one-time or recurring invoices, adding items, recording payments, and merging unpaid invoices. Includes sending invoices via email and configuring invoice templates.

Estimate services and costs before closing the deal. Step-by-step on how to build estimates, send to clients, and convert to invoices or proposals. Great for pre-sales teams and agencies managing project-based quotes.

Manage and streamline your business proposals with ease. Covers how to create, customize, send, and convert proposals into estimates or invoices. Includes features like merge fields, content templates, and tracking proposal acceptance.

Track operational and billable expenses seamlessly. Learn how to record, categorize, and link expenses to customers or projects. Includes recurring expenses, converting expenses to invoices, and generating expense reports.

Streamline your client agreements and renewals. Covers how to create, edit, and manage customer contracts. Also explains templates, content editing, and setting up renewal tracking.