Help Center

How to set up nudge, quote, get paid, and run your team — in the app and on the web.

Popular

Create your account, finish the setup checklist, and send your first quote.

Connect Stripe or collect it yourself, deposits, payouts and fees.

Line items, bundles, tax, deposits and attachments in the app.

What each status chip means, from Draft to Paid in full.

Start here

Create your account, work through the setup checklist, and get the app.

Quotes

Line items, bundles, discounts, tax, deposits, expiry and attachments.

Text or email a quote, resend it, remind about a balance, cancel.

How customers sign and pay, Stripe or collecting it yourself, payouts and refunds.

Quote statuses, notifications, and your pipeline at a glance.

Your business

Your logo and colors on every quote, and the terms customers sign.

Your catalog and bundles, your customer list, and the document library.

Invite your team, roles and who sees what, plans, trial, and cancelling.

Sync payments to QuickBooks Online and take payments through Stripe.

Help

Signing in, your profile, Face ID, dark mode, iPhone and iPad.

A link that never arrived, a missing pay button, sign-in trouble.