Creating Your Account

Getting started with Quoteworks takes just a minute.

Signing up

1. Go to quoteworks.app and click Sign Up.
2. Enter your email address and create a password.
3. Verify your email by clicking the link in the confirmation email you receive.
4. Once verified, you'll be prompted to set up your workspace.

TIP

If your team already has a Quoteworks workspace, ask a teammate to send you an invite instead of signing up on your own. That way you'll be added directly to the existing workspace. See Inviting Your Team for details.

Logging in

After your account is created, you can log in at any time:

1. Go to quoteworks.app and click Log In.
2. Enter the email and password you used when signing up.
3. You'll land on your workspace dashboard, ready to create or manage quotes.

Switching workspaces

If you belong to more than one workspace (for example, if you work across multiple teams or organizations), you can switch between them:

1. Click your profile icon in the bottom-left corner of the sidebar.
2. Select the workspace you'd like to switch to.

You'll be taken to that workspace's dashboard with all of its quotes, solutions, and settings.

Next steps

Once you're logged in, it's time to set up your workspace — give it a name, upload your logo, and invite your team.