Team & subscription
Bring your team in, decide who sees what, and manage your plan — all from Settings.
Invite your team
On a Team or Enterprise plan, open Settings → Team and choose Invite a teammate. Enter their email and pick their role. Each person you add is one more user on your bill.
- They get an email invite that’s good for 7 days. When they sign in with that email address, they’re offered your business and join with one tap.
- Pending invites are listed on the Team page, where you can resend or revoke them.
- Each member’s row shows when they last signed in; View activity shows the last 30 days.
Roles
- Owner — everything, including payments, accounting and the subscription. Sees every quote in the business.
- Manager — builds and sends quotes, records payments, and manages the catalog, documents, branding, terms and team. Sees every quote. Can’t set up payments, connect accounting or change the subscription.
- Rep — builds and sends quotes, and adds and edits customers. Sees only the quotes they created, and can’t change the business’s settings.
To change someone’s role or remove them, open the menu on their row in Settings → Team. Managers can manage everyone except the owner.
Who sees which quotes
Owners and managers see every quote in the business. Reps see only the quotes they created — it keeps each rep focused on their own work, while leadership sees the whole picture. The same rule applies to the pipeline figures each person sees.
Owner-only settings
Three areas bind your money, so only the owner sees them: Payments (Stripe, deposits and sales tax), Accounting (your QuickBooks connection) and Subscription (your plan). Managers can use everything else in Settings.
Plans and trial
- Solo — one person, everything you need to quote, sign and get paid.
- Team — priced per user (two minimum), with a shared catalog and customers, roles, and team analytics.
- Enterprise — for larger teams; talk to us.
Solo and Team start with a 14-day free trial, then bill monthly or yearly. Cancel before the trial ends and you won’t be charged. See pricing for current prices.
Your subscription
The owner manages the plan under Settings → Subscription: see your next renewal, switch plans or between monthly and yearly, update your payment method, and view invoices.
If you subscribed through the App Store, it’s managed there instead: on your iPhone, open Settings → Apple ID → Subscriptions.
Cancelling
The owner can cancel from Settings → Subscription at any time. You keep nudge until the end of the month or year you’ve paid for, and you won’t be charged again.
Deleting a business account
The owner can delete the whole business from Profile → Delete business account. Your team loses access right away, a trial simply ends, and a subscription won’t renew. An App Store subscription has to be cancelled in the App Store as well.