Setting Up Your Workspace

Your workspace is the home base for your team's quotes, templates, and items. When you first create your account, you'll be guided through a quick setup process.

Naming your workspace

Choose a name that represents your team or company — for example, "Acme Sales" or "Globex Proposals." This name appears in the sidebar and helps identify your workspace if you belong to more than one.

You can change the name later in Workspace Settings.

Uploading your logo

Adding your company logo gives your workspace a professional feel. Your logo also appears on the quotes you send to customers.

1. Go to Settings in the sidebar.
2. Click on the logo area and upload an image file (PNG, JPG, or SVG work best).
3. Your logo will appear in the sidebar and on all quotes you create.

Inviting your team

If other people on your team will be creating or managing quotes, invite them now:

1. Go to Team in the sidebar.
2. Click Invite and enter your teammate's email address.
3. They'll receive an email invitation with a link to join your workspace.

Team members can have different roles — see Inviting Your Team for more on roles and permissions.

Choosing a plan

Every new workspace starts with a 14-day free trial of the Pro plan. During the trial, you have full access to all features — unlimited quotes, team collaboration, PDF export, and custom domains.

After the trial ends, you can upgrade to the Pro plan to keep all features active. Visit Plans & Billing for pricing and upgrade details.

Next steps

Your workspace is ready! Head over to Your First Quote to build and send your first quote in just a few minutes.