QuoteLicense Documentation

First steps, navigation overview, and keyboard shortcuts

Stat cards, charts, and the daily-routine overview

Create, manage, and send professional quotations

List view: search, sort, and bulk-review your leads

Kanban pipeline for managing your sales process

Create invoices and track payments

Configure logo, colors, bank details, and quote/invoice branding

Ask questions and get instant answers powered by AI

Upload, organize, and chat with your knowledge base

Manage incorporated companies and licenses

Track visa applications, renewals, and expiry urgency

Browse and manage service partner directory

Team management, plan upgrades, payment methods, and billing history

Admin settings, billing, roles, and management