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Getting Started with Quotka: Your Guide to Perfect Estimates

Introduction

Welcome to Quotka! If you're new to our platform, this guide will help you get started with creating professional estimates in minutes. Quotka is designed to save you time and increase your win rates with clients by generating accurate, detailed, and professional-looking quotes.

Setting Up Your Account

Before you can start creating estimates, you'll need to set up your account with your business information:

  1. Create an account or sign in if you already have one
  2. Navigate to Settings from your dashboard
  3. Fill in your Company Information:
    • Company name
    • Contact details
    • Logo (optional but recommended)
    • Brand color
  4. Add your Bank Details for payment information on your estimates
  5. Set your default VAT Rate and Currency

Once your account is set up, you're ready to create your first estimate!

Creating Your First Estimate

Creating an estimate with Quotka is simple:

  1. Click on the Create New Estimate button from your dashboard
  2. Describe your project in natural language - be as detailed as possible
  3. Our AI will analyze your input and generate a structured estimate
  4. Review the generated estimate and make any necessary adjustments
  5. Customize the appearance and add any additional information
  6. Save your estimate

Tips for Better Estimates

To get the most out of Quotka, consider these tips:

  • Be specific in your project descriptions
  • Include timeframes and deliverables
  • Mention any special requirements or constraints
  • Review and adjust pricing if necessary
  • Add terms and conditions to protect your business

Sharing Your Estimate

Once your estimate is ready, you can:

  • Download it as a PDF
  • Email it directly to your client
  • Generate a shareable link
  • Print a physical copy

Conclusion

With Quotka, creating professional estimates doesn't have to be time-consuming or difficult. Our AI-powered platform handles the heavy lifting, allowing you to focus on winning clients and delivering great work.

Have questions? Check out our FAQ section or contact our support team.

Happy estimating!