Getting started

Getting started with nudge

When you sign up, the portal home shows a Get ready to quote checklist. Work through it to send your first quote. Each item links straight to the screen where you finish it and checks off automatically as you go.

What each step does

Add your terms & conditions— this one is required. You cannot send a quote or invite your team until your terms are in place, so start here.

Set up your brand— add your logo and brand colors. They appear on your PDFs, on the page your customer signs, SMS card, and your payment receipts.

Build your product catalog— add the products and services you sell so you can drop them into quotes instead of retyping.

Add your first customer— you need at least one customer to send a quote to.

Invite your team— on Team and Enterprise plans, add teammates so they can build and send quotes alongside you. Solo plans do not see this step.

You are ready

Once every item is checked, the checklist disappears and you can build and send quotes from your phone, tablet, or the web.