Setting up your account is quick and only takes a few minutes. In this guide, you’ll learn how to create your login, personalize your company info, and start your free trial of QuoteIQ.
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Step 1: Start Sign Up
From the QuoteIQ homepage, click Try It for Free.
Step 2: Create Your Login
Enter your email address and create a secure password.
Click Continue to move to the next step.
Step 3: Enter Personal Info
Add your:
First Name
Last Name
Phone Number
Then click Next.
Step 4: Add Company Info
Type in your:
Company Name
Select your business Industry from the dropdown
Step 5: Upload a Logo (Optional)
Upload your company logo if available.
If not, click No to skip and continue.
Step 6: Add Your Website (Optional)
Paste in your business website URL.
Don’t have one? Click No and continue.
Step 7: Add Your Company Address (Optional)
Enter your company address to personalize customer documents like estimates and invoices.
If you prefer not to add this, click Skip.
Step 8: Choose Your Currency
Select your preferred currency from the dropdown.
Step 9: Let Us Know How You Found QuoteIQ
Choose where you heard about QuoteIQ from the dropdown list.
This helps us understand how new users are finding the platform.
Step 10: Start Your Free Trial
Once setup is complete, you’ll be taken to the dashboard.
There you’ll select your plan and begin your 14-day free trial, which gives you full access to any QuoteIQ tier.