Help & Support
This guide is designed to give you everything you need to get the most out of CoreQuote. If you need more help, reach out to us customerservice at corequote.pro
🚀
Getting Started
Account setup, the wizard, and first steps
🏠
Dashboard & Home Screen
What everything on the home screen does
📋
Creating Quotes
Build and send professional quotes in seconds
📂
Managing Quotes
Statuses, approvals, edits, and change requests
🧾
Invoices & Payments
Convert quotes, create invoices, record payments
🗂
Materials, Products & Rates
Your pricing library and how to use it
📦
Importing Price Lists
Upload supplier PDFs, CSVs and emails — Pro/Max
📬
Magic Mailbox
Auto-import price lists from forwarded emails — Max
🏢
Company Settings
Branding, banking, VAT/tax and preferences
👥
Team Management
Invite users and set roles — Pro/Max
💳
Subscriptions & Billing
Tiers, upgrades, trials, and referrals
🔒
Security & Your Data
How your data is stored and protected
🔧
Troubleshooting
Common issues and how to fix them
📖
Glossary
Definitions of terms used in CoreQuote
Need more help?
Email us at [email protected] — we aim to reply within 24 hours. Priority support is included on the Max plan.