Help Center

Getting Started with QuoteCrest

Learn the basics of QuoteCrest and set up your account in minutes.

Creating Your First Quote

Step-by-step guide to building and customizing a professional quote.

Sending a Quote to Your Client

How to publish and share a quote with your client for review and acceptance.

Electronic Signatures

Let clients sign quotes digitally — no printing required.

Terms & Conditions Templates

Create reusable T&C templates to add to your quotes quickly.

Managing Your Item Library

Save frequently used products and services to speed up quote creation.

Setting Up Tax Rates

Create and manage tax rates to apply to your quote line items.

Collecting Payments Online

Accept client payments directly through your quotes using Stripe.

Connecting QuickBooks Online

Automatically sync accepted quotes to QuickBooks Online as invoices.

Connecting Xero

Automatically sync accepted quotes to Xero as invoices.

Using the QuoteCrest API

Connect your own application or ERP to QuoteCrest with the REST API — quotes, clients, payments, AI generation, and accounting sync.

AI Quote Generation

Use AI to draft line items and quote content from a plain-English description.

Inviting Team Members

Add colleagues to your QuoteCrest workspace so they can create and manage quotes.