Account

Team & billing

Add your team, control who sees what, and manage your plan from Settings.

Roles

Owner— full access, including payments, billing, and team management. The owner sees every quote in the organization.

Manager— can build and send quotes, manage the product catalog, branding, terms, and team invites, and sees every quote in the organization. Managers cannot set up payments, connect accounting, or manage billing.

Rep— can build and send quotes, and can add and edit customers, but sees only the quotes they created. Reps do not have access to Settings.

Who sees which quotes

Owners and managers see all quotes across the organization. Reps see only the quotes they created — this keeps each rep focused on their own work while giving leadership the full picture.

Managing the catalog

Only owners and managers can add, edit, or delete products, bundles, and categories. Reps can use the catalog when building quotes but cannot change it.

Managing documents

Only owners and managers can add, link, or delete documents.

Managing customers

Everyone, reps included, can add and edit customers — you cannot build a quote without the customer it is for. Deleting customers and importing them from a spreadsheet are limited to owners and managers.

Owner-only settings

Three areas are limited to the owner, because each one binds your money: Payments (Stripe setup and deposits), Accounting (your QuickBooks connection and how revenue maps to your accounts), and Billing (your subscription and plan). Managers can use everything else in Settings.

Plans and trial

Every new account starts with a free trial. When you are ready, choose a plan that fits your team size. See the pricing page for current plans and prices.

When the trial ends, your plan is billed automatically. Team pricing is per seat, so your bill adjusts automatically based on how many seats you have.

Managing your plan

The owner can manage the subscription from Settings → Billing — change plans, billing cycle, or update payment details there at any time.

Cancellation

The owner can cancel from Settings → Billing whenever you like. Your access continues until the end of the current billing period.