Getting Started with QuoteCrest
Learn the basics of QuoteCrest and set up your account in minutes.
Welcome to QuoteCrest
QuoteCrest is a modern quoting platform that helps you create professional quotes, collect e-signatures, and get paid — all in one place.
Step 1: Create your account
Go to quotecrest.com and click Get started free. You'll need to confirm your email address before you can log in.
Step 2: Complete onboarding
After confirming your email, the onboarding wizard will guide you through:
- Setting your business name and logo
- Choosing your default currency
- Adding your first client
- Creating your first quote
You can skip any step and complete it later from Settings.
Step 3: Invite your team
If you work with others, go to Settings → Team and invite colleagues by email. Team members can create and manage quotes on your behalf.
Step 4: Explore your plan
QuoteCrest offers three plans:
| Plan | Price | Highlights |
|---|---|---|
| Free | $0/mo | Unlimited quotes, online payments |
| Pro | $19/mo | QuickBooks & Xero sync |
| Business | $49/mo | AI quote generation, no transaction fees |
You can upgrade at any time from Billing.