Getting Started
Sign up, set up your business profile, connect Stripe, and send your first quote — all in under 10 minutes.
Create Your QuoteBolt Account
Create a free QuoteBolt account with email or Google, verify your email, and finish onboarding so you can send your first quote.
Get Around QuoteBolt
Find Home, CRM lists, Reporting, Settings, Help, and list view tabs in the QuoteBolt sidebar.
Send Your First Quote
Create a quote from Quotes, add line items, and send a link the customer can view and accept.
Set Up Your Business
Finish QuoteBolt’s 5-step setup: about you, your business, optional branding, and your plan — then land on Home.
Signing In and Account Recovery
Sign in with email or Google, reset your password with a 6-digit code, and link Google from Settings → Security.
Connect Stripe to Get Paid Online
Connect Stripe in Settings → Payments so customers can pay invoices online with Pay Now.
Using Bolt
Open Bolt on Home or as a companion panel. Type or talk, review cards, save views and notes only when you tap Save view or Add note.
Saving List Views
Filter and save list views with the Settings panel on Contacts, Jobs, Appointments, Quotes, and other lists. Sort from column headers.