Quoter Getting Started Workshop

Join our interactive Getting Started Workshop to kick off your Quoter journey. In this session, we’ll guide you step by step through key setup tasks and show you how to start creating quotes with confidence.

Before attending, we recommend watching the short “Getting Started” videos sent in your welcome email. If you haven’t had a chance yet, no problem—you can catch up afterward.

What we’ll cover:

• A deep dive into Templates and Content Blocks

• Creating your first template together

• Building a quote step by step

• Tips for speeding up quoting while reducing errors

• How to use content blocks for MSAs, scopes of work, and more

Who should attend: Anyone responsible for creating or managing your templates.