What it covers: What Quotestack does (and doesn’t), who it’s for, and the full quoting journey from request , quote, survey, update.

What it covers: A step-by-step walkthrough to produce your first quote, review the calculation, make edits, and send a customer-ready PDF.

What it covers: Adding your company details, logo, contact info, and any default wording so your quotes and emails look consistent and professional.

What it covers: Where to find quotes, customers, and statuses; how to search/filter; and how to quickly locate PDFs and customer profiles.

What it covers: How estimates are generated, what “pre-survey” means, how accuracy is handled (especially larger jobs), and where engineers stay in control.

What it covers: Adding extras, materials, labour adjustments, and custom items—plus how changes affect totals and what appears on the final PDF.

What it covers: Updating the quote layout, branding, and wording (scope, exclusions, next steps) to improve clarity and conversion.

What it covers: Sending quotes by email, what customers receive, how to resend/revise, and quick tips to avoid deliverability issues.

What it covers: The fastest checks to try first (inputs, settings, catalogues, browser) and links to the most common issue-specific fixes.

What it covers: Fixing unexpected equipment choices/totals, checking catalogue coverage

and pricing rules, and what to collect if you need support.

What it covers: Resolving missing/wrong fields, template mismatches, and update-not-showing problems—plus how to regenerate and retest a PDF.

What it covers: Password resets, email not arriving, access issues, and the most common

reasons users get stuck signing in.

What it covers: Inviting staff, what they receive, onboarding them into the workflow, and best practice for shared responsibilities.

What it covers: Controlling who can view/edit quotes, access settings, and manage billing—plus recommended permission setups.

What it covers: Updating roles as responsibilities change, removing users safely, and maintaining clean access over time.

What it covers: What each metric means, how to read your performance at a glance, and what to check weekly to improve results.

What it covers: Understanding quote-to-survey and survey-to-sale movement, identifying drop-off points, and simple actions to lift conversion.

What it covers: Creating weekly/monthly summaries, exporting data (if enabled), and sharing useful reporting with your team.

What it covers: Controlling who gets notified and when (quote-ready, replies, reminders),

and reducing noise without missing important events.

What it covers: Setting logo/colours and ensuring consistent branding across the widget, emails, and quote PDFs (including common fixes).

What it covers: Viewing your plan, understanding billing, accessing invoices/receipts (if available), and what happens at renewal or if payment fails.

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