How to use QuoteDash from sign-up to referrals.
Follow these simple steps to create professional quotes and invoices, choose the right plan, switch when needed, and earn rewards through referrals.
1. Sign up
Create an account with your email address and password. Once registered, you can access the dashboard and start creating documents right away.
2. Build quotes and invoices
Add client information, line items, tax details, and branding. You can then send the document by email or download it as a polished PDF.
3. Upgrade when needed
Start with the free trial, then choose a plan that better fits your document volume, branding needs, and support expectations.
Plans
How subscriptions work
QuoteDash offers flexible plans so you can begin with a trial and move up as your business grows. Each plan increases the number of quotes and invoices you can create and unlocks additional features.
- Unlimited quotes/cycle
- Unlimited invoices/cycle
- Email delivery
- PDF export
- 5 quotes/cycle
- 5 invoices/cycle
- Client database
- Email + PDF
- 10 quotes/cycle
- 10 invoices/cycle
- Custom branding
- Priority support
- 20 quotes/cycle
- 20 invoices/cycle
- Multi-user access
- Unlimited quotes/cycle
- Unlimited invoices/cycle
- Dedicated manager
- SLA support
Switching plans
Plan changes are simple. If you need more capacity, you can upgrade to a higher plan at any time. If your workload becomes lighter, you can move to a lower plan at the next renewal. Changes help you keep your workflow efficient without interrupting your day-to-day use.
Referral process and benefits
Share your referral link with a friend or client. When they sign up and start using QuoteDash, you receive a 10% credit on your subscription invoice. Credits can stack up to three per invoice, helping reduce your monthly cost over time.
Ready to get started?
Sign up today, try the platform, and upgrade when you need more power. Referrals and subscriptions make it easy to scale with confidence.