eQuotes Resources

Frequently Asked Questions

Inside the Settings module, you will find the “Config” option to customize your quotes.

Once you’ve clicked on it, you will see the image below and you can customize all of the fields below, as well as add your company logo (which will show in the quote when you share it through a link).

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You can create a new quote from the Home page by clicking in the “Create New” button and selecting the “Quote” option

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And you can also create a Quote inside the “Quotes” module by clicking in the “Create” button

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Once you select to create a quote, you will see the page below and all you will need to do is fill out the spaces with the information necessary

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When you are done, click on the “Save” button to save your quote and you will be ready to share it after that!

And if you wish to make any changes or edit on your quote, all you need to do is click on the “Quotes” module and select the “edit” button next to the item name in the list view

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

To create a new account, all you need to do is click on the “Register” button at the right corner below the “login” button

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Once you’ve done it, you will see the image below and all you need to do is fill out the required fields, and click on the “Register” button when you are ready.

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When you’ve completed this process, you will receive an email to set your password. This email is valid for one hour only. If you couldn’t create you password in that timeframe, click here to learn how to set it through the “Forgot Password?” link.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Settings” module, click in the “Users” tile to start the process.

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Inside, you will see the image below and you will have the following options: create, edit and de-activate.

If you wish to de-activate the user, simply click in the “Archive” button next to it and confirm that you want to “archive” the user. This will free up one seat in your subscription and you will be able to create another user.

If you wish to edit, just click on the “Edit” button under the “Actions” column inside the user row.
If you want to add a new user, click in the “Create” button at the top.

Inside, you will see the image below. Fill out the necessary fields, choose a user role (click here to learn more) and click the “Save” button to finish.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Settings” module, click on the “Templates” tile.

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Once you are inside, click on the “Create” button to start a new template.

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Our drag and drop editor is very easy to use and intuitive.

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Choose how you want to build your template by dragging the necessary tiles to the blank space.

With the “Text” option you will have access to all of the fields available in your quote. All you need to do is select the text and the options will show in a dropdown menu.
It’s important to know that all of the dropdown options are related to the data inserted in the system, so if you want to pull your own information through the merge tags that won’t be possible. You can add your company and contact information directly in the Template, as shown in the pre-built template available.

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By clicking in the “eye” button, below the “Name your template” field, you will be able to see a preview of your quote.

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If you click on the “edit” icon you will be able to add your own HTML code to build your template as well. After adding the code, make sure to click on “Update” to save your work.

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Inside the Settings module, you will find the “Config” option to customize your quotes.

Once you’ve clicked on it, you will see the image below and you can customize all of the fields below, as well as add your company logo (which will show in the quote when you share it through a link).

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You can create a new quote from the Home page by clicking in the “Create New” button and selecting the “Quote” option

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And you can also create a Quote inside the “Quotes” module by clicking in the “Create” button

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Once you select to create a quote, you will see the page below and all you will need to do is fill out the spaces with the information necessary

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When you are done, click on the “Save” button to save your quote and you will be ready to share it after that!

And if you wish to make any changes or edit on your quote, all you need to do is click on the “Quotes” module and select the “edit” button next to the item name in the list view

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

To create a new account, all you need to do is click on the “Register” button at the right corner below the “login” button

Image Placeholder

Once you’ve done it, you will see the image below and all you need to do is fill out the required fields, and click on the “Register” button when you are ready.

Image Placeholder

When you’ve completed this process, you will receive an email to set your password. This email is valid for one hour only. If you couldn’t create you password in that timeframe, click here to learn how to set it through the “Forgot Password?” link.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Settings” module, click in the “Users” tile to start the process.

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Inside, you will see the image below and you will have the following options: create, edit and de-activate.

If you wish to de-activate the user, simply click in the “Archive” button next to it and confirm that you want to “archive” the user. This will free up one seat in your subscription and you will be able to create another user.

If you wish to edit, just click on the “Edit” button under the “Actions” column inside the user row.
If you want to add a new user, click in the “Create” button at the top.

Inside, you will see the image below. Fill out the necessary fields, choose a user role (click here to learn more) and click the “Save” button to finish.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Settings” module, click on the “Templates” tile.

Image Placeholder

Once you are inside, click on the “Create” button to start a new template.

Image Placeholder

Our drag and drop editor is very easy to use and intuitive.

Image Placeholder

Choose how you want to build your template by dragging the necessary tiles to the blank space.

With the “Text” option you will have access to all of the fields available in your quote. All you need to do is select the text and the options will show in a dropdown menu.
It’s important to know that all of the dropdown options are related to the data inserted in the system, so if you want to pull your own information through the merge tags that won’t be possible. You can add your company and contact information directly in the Template, as shown in the pre-built template available.

Image Placeholder

By clicking in the “eye” button, below the “Name your template” field, you will be able to see a preview of your quote.

Image Placeholder

If you click on the “edit” icon you will be able to add your own HTML code to build your template as well. After adding the code, make sure to click on “Update” to save your work.

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Companies” module, click on the “Create” button

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Inside you will see the image below and you can fill in all the fields with the necessary information. When you are done, click on the “Save” button.

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After saving, you will be taken to the list view of the “Companies” module and if you need to update an entry, all you need to do is click on the “edit” icon (highlighted in the image below) of the item you wish to change.

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

With eQuotes you have the chance to assign roles to your team members.

In the “Settings” module, click on “Users” tile to start.

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Inside, click on “Create” to add a new user profile

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In this area, you will be able to add all of your new user information and select the role: User or Admin.
As an Admin, the user will have access to all of the modules, including settings, and they will be able to edit all of the information in the system.
As an User, they won’t have access to the “Settings” module and only work with existing templates, products and taxes.

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After selecting your user role, you can click on the “Save” button.

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Once you’ve saved the information, you will be taken back to the “Users” list view. There you have the chance to edit your user information or archive that entry. To edit, all you need to do is click on the edit icon (highlighted in red) and to archive you just need to click on the icon next to it (not highlighted).

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Contacts” module, click on the “Create” button

Inside you will see the image below and you can fill in all the fields with the necessary information. When you are done, click on the “Save” button.

After saving, you will be taken to the list view of the “Contacts” module and if you need to update an entry, all you need to do is click on the “edit” icon (highlighted in the image below) of the item you wish to change.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

With eQuotes you can assign roles to your users and here you can learn the differences between them. The options are “Users” or “Admin”.

As and admin you will have full access to the platform, including the “Settings” module and all its features.

As an user, you won’t have access to the “Settings” module and you will only be able to work on existing template.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

If you wish to cancel your eQuotes subscription, you will need to reach out to our customer support team.


You can do so by clicking here or in the link available in your eQuotes (image below), so our team can assist you with your request.

To edit a tax you need to have an “admin” role.

In the “Settings” module, click on the “Taxes” tile (highlighted in the image below)

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Inside the Tax option you will see the “Create” button on the top right corner. Click on it to start a new tax.

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After that, all you need to do is fill the required fields and click on the “Save” button.

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If you synced your eQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Settings” module, below the “Integrations, click on “Configure” below the Quickbooks logo.

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Inside, you will see the image below. Click on “Integrate” to continue

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Once you’ve done it, you will be taken to the Intuit sign-in page to enter your Quickbooks credentials

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After that, you will choose the company you want to integrate with and click “Next”

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In the page below you will be prompted to read Intuit’s “Terms of Service and Global Privacy Statement”, and after it you can click “Connect”

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Once they connect, you will be taken to the “Integrations” page inside eQuotes and you can start to sync your customers or products.

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In both options, you will need to map (link) the columns inside eQuotes with Quickbooks. All you need to do is choose the field that relates to that option, as you can see in the images below

– Sync Customers

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– Sync Products

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After you’ve synced your eQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Quotes” module, click in the “edit” button of the quote you want to share to open it. You will see the image below and at the end of it, click on the “Share” button to see the options

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

In the “Settings” module, click on “Products” to start creating a single, or bundle product.

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After the click, you will see the image below. If you want to create a new single product, click in the “Create” button. If you want to create a “Product Bundle”, skip the next step.

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Once you’ve clicked, you will see the page below and all you will need to do is fill out the necessary fields. After that, click on the “Save” button to finish.

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If you want to create a bundle, click on “Product Bundle” and you will see the image below. Hit the “Create” button to start a new bundle.

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Fill all the necessary fields in the page, choose the products you want to add to the bundle from the dropdown list and click the “Save” button to finish.

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If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

With a free eQuotes account, you will have 10 quotes per month. That number will reset every month and they are not cumulative.

If you wish to send more than 10 quotes in a month, upgrade your account and explore the full access of our platform. Click here to learn more about our plans.

If you haven’t completed your Quickbooks integration, click here to learn how.


Once you’ve finished connecting with Quickbooks, you will be taken to the “Integrations” page inside eQuotes and you can start to sync your customers or products.

In both options, you will need to map (link) the columns inside eQuotes with Quickbooks. All you need to do is choose the field that relates to that option, as you can see in the images below.

– Sync Customers

– Sync Products

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After you’ve synced your eQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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