Setting up your workspace

A checklist for getting a new workspace ready for real quote requests.

Most teams finish setup in an afternoon. Work through this list in order; each step links to a fuller guide.

1. Bring in your email

If your sales inbox is on Microsoft 365 or Outlook, connect it directly. For any other inbox, set up forwarding to the address shown in the Inbox page. You can do both if quote requests arrive in more than one place.

2. Add your products and prices

Quoflow prices from your own products. Either import your price list in Settings → Price list → Import, or connect your business system so Quoflow can read products, customers and pricing from it. If some customers have their own rates, add customer pricing too.

3. Invite your team

Invite the people who will review and price jobs. Give at least one other person the admin role so settings never depend on one person.

4. Set an AI spending limit

Each workspace has an AI spending limit that admins set. Choose a figure that comfortably covers a normal month of quote requests.

5. Set up your quotes

In Settings → Quotes, add your logo and quote terms. These appear on every PDF quote you export.

Try it on a recent job
Once email is flowing, forward a recent quote request you’ve already priced by hand. Comparing the two is the quickest way to get comfortable with Quoflow.

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Last updated 12 October 2026