Get set up, and solve the things people run into most often
Getting started
1. Create your account
Sign up with your email address and confirm it using the link we send. Confirmation makes sure password resets and quote notifications can reach you.
2. Set up your business
On first sign-in you are asked for your company name, business email, phone, address, logo, currency, tax rate, quote validity period, payment terms, footer text and quote prefix. These become the defaults on every quote.
3. Add your first customer
Go to Customers → New customer. Contact name is required; business name, email, phone, address and notes are optional. The email address is what quote emails are sent to. If you are on the yearly plan, you can also import customers from a CSV file in the customer directory.
4. Build a quote
Go to Quotes → New quote, choose the customer, check the issue and expiry dates, then add line items with a description, quantity and unit price. Totals update as you type. Save it as a draft at any point.
5. Send it
Open the quote and choose Send. You can edit the recipient, subject and message before sending. The email contains a secure link to your customer's own copy of the quote.
6. Track the response
The quote moves to sent when the email goes out, viewed the first time your customer opens the link, and accepted or declined when they respond. Timestamps for each step are shown on the quote.
What each quote status means
- Draft
- Created but not yet sent. Fully editable and not visible to your customer.
- Sent
- Emailed successfully. The send time is recorded.
- Viewed
- Your customer has opened the quote link at least once.
- Accepted
- Your customer accepted. The quote is locked, so duplicate it to create a revision.
- Declined
- Your customer declined. Also locked; duplicate it if you want to re-quote.
- Expired
- The expiry date has passed without a response. Still readable, but no longer answerable.
How do I…
Still stuck?
Email support@nubryx.app from the address on your account, or use the contact page. Tell us what you were doing, what you expected and what happened, plus the quote number and the device and browser you were using. We answer Monday to Friday and aim to reply within one business day.
NubryxAI is software for preparing, sending and tracking quotations. It is not accounting, tax, legal or financial advice.