Account & Settings
Your profile, branding, team members, billing, custom fields, email templates, and integrations.
Customize Your Branding
Add your logo and brand color so every quote and invoice looks professional.
Inviting Team Members
Add people to your QuoteBolt account and manage team roles and permissions.
Team Roles and Permissions
QuoteBolt has three team roles — Admin, Manager, and User. Here's exactly what each role can and can't do.
Customizing Email Templates
Edit the emails QuoteBolt sends to your customers when you send quotes and invoices.
Using Your Dashboards
Get a bird's-eye view of your business with QuoteBolt's built-in dashboards for overview stats, pipeline health, revenue tracking, and operations metrics.