Support
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Email Support
For account, quoting, or billing questions, email us at support@quoteme.app.
In-App Support
For live chat, open the app and go to Settings > Help.
Search FAQs
Find quick answers across setup, quoting, jobs, invoices, billing, and support.
40 matching questions
Most Popular Questions
How fast can I send my first quote?
Typical setup timeline
- Most users can complete onboarding and send their first quote in one short session.
- Using a standard template is usually the fastest path.
Tips to speed up your first send
- Add your common line items during onboarding.
- Prepare your payment terms so they are ready when you create the quote.
How do customers sign quotes?
Signing flow
- Customers open the quote link, review details, and sign by drawing or typing their signature.
What gets recorded
- Signature and audit information are stored for compliance and records.
Can I edit a quote after it has been sent?
Versioning behavior
- If the quote is sent but not signed, editing creates a new version (v2, v3, and so on).
- The original version remains in your record history.
If a quote is already signed
- Signed quotes cannot be directly edited.
- If scope changes after signing, create a change order.
How much does QuoteMe cost?
Simple pricing
- QuoteMe charges 1% on signed quote value only.
- There are no subscription fees.
What is included
- Creating quotes, managing jobs, and handling invoices are included in the core workflow.
When do I get charged?
Charge timing
- Fees are incurred only for signed quotes.
- Draft and unsigned quotes are not charged.
- Billing is collected on the 10th of the following month.
Getting Started
What is QuoteMe?
What it does
- QuoteMe helps service businesses create quotes, get digital signatures, and move signed work into jobs and invoices.
- The app is designed to remove friction so you can quote faster and win work faster.
Who it is for
- QuoteMe is built for contractors and service providers, from solo operators to teams.
How fast can I send my first quote?
Typical setup timeline
- Most users can complete onboarding and send their first quote in one short session.
- Using a standard template is usually the fastest path.
Tips to speed up your first send
- Add your common line items during onboarding.
- Prepare your payment terms so they are ready when you create the quote.
Do my customers need to install the app to sign?
Customer experience
- No app download is required for your customer.
- They open your shared quote link, review details, and sign digitally in their browser.
Is QuoteMe available on iOS and Android?
Platform support
- QuoteMe supports iOS and Android, and your quote links are accessible from any modern browser.
What customer details are required when creating a quote?
Required fields
- Customer name is required.
- At least one contact method is required: email or phone.
Optional fields
- Location and deadline are optional and can be added when needed.
Quotes & Signing
What is the difference between a standard quote and a custom quote?
Standard quote
- Uses onboarding data and templates to pre-fill common line items and terms.
Custom quote
- Starts from a work description and can include uploads like photos, speech-to-text notes, or forwarded email details.
How does AI help with custom quotes?
What AI generates
- AI can generate up to 8 suggested line items based on your work input.
- It can also extract useful metadata so you can edit and finalize faster.
Your control
- You review and edit every line item before sending the quote.
Can I add photos to a quote?
Photo support
- Yes. You can include project photos in the quote to show customers the work scope.
Can I save a quote as a draft?
Draft behavior
- Yes. Saving a draft keeps your work in the Started stage so you can return and finish later.
- If you leave the quote builder without generating, your progress stays in Started.
What are the quote stages in QuoteMe?
Stages
- Started: in-progress drafts.
- Created: generated and ready to share.
- Signed: customer signed, with signature metadata.
How do I share a created quote with a customer?
Sharing options
- You can copy the signing link or share through SMS and email.
- QuoteMe pre-populates the send flow to keep sharing quick.
How do customers sign quotes?
Signing flow
- Customers open the quote link, review details, and sign by drawing or typing their signature.
What gets recorded
- Signature and audit information are stored for compliance and records.
Can I edit a quote after it has been sent?
Versioning behavior
- If the quote is sent but not signed, editing creates a new version (v2, v3, and so on).
- The original version remains in your record history.
If a quote is already signed
- Signed quotes cannot be directly edited.
- If scope changes after signing, create a change order.
Can I customize payment terms in each quote?
Payment terms
- Yes. Payment terms are pre-filled from your defaults and are fully editable per quote.
- Payment terms are optional, so you can keep them simple when needed.
Where can I see signing status colors?
Status visuals
- Unsigned and signed states are color-coded so you can scan status quickly.
- Quote colors help you separate drafts, unsigned work, and fully signed quotes at a glance.
Jobs
When does a job get created?
Automatic creation
- A job is automatically created when a quote is signed.
Why this helps
- You can move directly from signed scope to scheduling without re-entering details.
What job stages are available?
Stages
- Unscheduled
- Scheduled
- Completed
How do I schedule a job?
Scheduling steps
- Open the job, set date and time details, and assign team members as needed.
- Scheduled work appears in calendar views for easier planning.
Can I assign jobs to team members?
Assignments
- Yes. You can assign one or more team members based on your account permissions.
- Assignments help teams coordinate ownership and availability.
What is a change order in QuoteMe?
Purpose
- A change order is the correct way to update scope when work changes after a quote is signed.
How it works
- Use the change order flow to document added or changed work clearly.
- This keeps signed quote history intact while capturing approved updates.
Can I add additional visits to a completed job?
Follow-up visits
- Yes. Completed jobs can include added visits and related photos.
- This is useful for punch-list items or follow-up service.
Can I go straight from a completed job to an invoice?
Invoice handoff
- Yes. A Review invoice is auto-created when a job is marked completed.
- You can review and adjust line items before sending it to the customer.
Invoices
What invoice stages are available?
Stages
- Review
- Unpaid
- Paid
Can I include signed and unsigned quote items in one invoice?
Invoice composition
- Yes. Invoice review supports combining signed quotes, unsigned quotes, and additional manual items.
Recommended order
- Signed quote items first, then unsigned items, then additional work.
Can I add manual line items to an invoice?
Manual entries
- Yes. You can add manual line items for work beyond the original quote.
- Manual items are added separately and do not modify the original quoted amounts.
Can invoice totals differ from original quoted totals?
Amount adjustments
- Yes. Invoice amounts can differ when scope changes, partial billing is needed, or additional work is added.
Best practice
- Use clear line-item notes so customers understand any differences.
Can I add before and after photos to invoices?
Photo attachments
- Yes. You can attach finished-work photos, including before and after sets when helpful.
Can I mark an invoice paid or unpaid manually?
Status updates
- Yes. Unpaid invoices can be marked paid, and paid invoices can be set back to unpaid when needed.
Pricing & Billing
How much does QuoteMe cost?
Simple pricing
- QuoteMe charges 1% on signed quote value only.
- There are no subscription fees.
What is included
- Creating quotes, managing jobs, and handling invoices are included in the core workflow.
When do I get charged?
Charge timing
- Fees are incurred only for signed quotes.
- Draft and unsigned quotes are not charged.
- Billing is collected on the 10th of the following month.
Do drafts, created quotes, or unsigned quotes have fees?
No-charge states
- No fee is applied until the quote is signed.
Does QuoteMe process customer payments in-app?
Payment processing
- No. QuoteMe does not process customer payments in-app.
- You can still present payment methods and terms on your quotes.
Where do I manage my billing method?
Billing settings
- Billing details are managed in account settings through Stripe-backed billing.
Team & Permissions
Can I invite my team to my account?
Team invitations
- Yes. Account owners and users with User Admin permission can invite team members by email.
Role-based access
- The owner assigns granular permissions for user administration and for quote, job, and invoice access.
What permissions can I control for each team member?
Permission areas
- User administration
- Quotes: view and manage
- Jobs: view and manage
- Invoices: view and manage
Can one person switch between multiple organizations?
Account switching
- Yes. If your user has access to multiple accounts, you can switch organizations in settings.
Who should be the account owner?
Owner best practice
- The business owner or a trusted primary administrator should be the owner.
- The owner manages sensitive billing and permission controls.
Support
How do I contact QuoteMe support?
Email support
- Send us a message at support@quoteme.app.
In-app support
- For live chat, open the app and go to Settings > Help.
Where is live chat in the app?
Navigation path
- Open QuoteMe and go to Settings > Help to start in-app support chat.
What details should I include when reporting an issue?
Helpful details
- What you were trying to do.
- Any error message shown.
- Approximate time the issue happened.
Optional context
- Screenshots and quote, job, or invoice references help us resolve issues faster.