Quick start: your first quote in 15 minutes

Before you begin

You need your business details, your VAT number if you are registered, your banking details and a logo file (PNG or SVG works best).

Set up your workspace

1. 1Sign in and complete onboarding with your trading name, address and contact details.
2. 2Go to Settings → Business and add your registration and VAT numbers.
3. 3Open Settings → Branding and upload your logo. It appears on PDFs, emails and the client portal.
4. 4In Settings → Numbering & terms, set your quote and invoice prefixes, starting numbers, quote validity and default terms.
5. 5In Settings → Payments, capture the banking details you want printed on invoices.

Add your first client

1. 1Go to Clients → New client.
2. 2Capture the company name, the contact person and the email address quotes should go to.
3. 3Save. QuipDesk creates a private portal link for that client automatically.

Create and send a quote

1. 1Go to Quotes → New quote and pick the client.
2. 2Add line items. VAT is calculated at 15% on taxable lines.
3. 3Watch the live preview on the right to see exactly what your client will receive.
4. 4Save, then use the Send button to email it — the email includes a link to the client portal.

The quote status changes from Draft to Sent automatically the moment the email goes out.