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Getting Started Guide

New to Quotelyst? Start here with our comprehensive guide.

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Getting Started

  • How to create your first quote
  • Setting up your account
  • Understanding the dashboard
  • Basic navigation guide

Quotes & Orders

  • Creating professional quotes
  • Managing quote templates
  • Processing orders
  • Quote approval workflow

Customer Management

  • Adding new customers
  • Customer data management
  • Communication history
  • Customer segmentation

Integrations

  • Connecting your email
  • CRM integrations
  • Payment gateway setup
  • API documentation

Frequently Asked Questions

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Email Support

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support@quotelyst.com

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Mon-Fri, 9AM-6PM PST

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General inquiries

Technical support

Feature requests

Response within 24-48 hours

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Popular Articles

Setting Up Your First Quote Template

Learn how to create and customize professional quote templates that match your brand.

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Integrating with Your CRM

Connect Quotelyst with popular CRM systems to streamline your sales process.

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Managing Team Permissions

Set up user roles and permissions to control access to different features.

6 min read

Understanding Analytics & Reports

Make data-driven decisions with comprehensive analytics and reporting features.

7 min read

Still Need Help?

Our support team is here to help you get the most out of Quotelyst.