Help Centre

This tutorial is intended for new users who have Administrative access in QuoteToMe.  This tour will take place in the QuoteToMe web app, as our mobile ...

When you log into your QuoteToMe web app, you will land on the dashboard (our home page).  The Dashboard   The web app dashboard displays your company...

To get to this page, select Projects from the left drawer. The web app Projects page displays your company’s project activity across two tabs. Th...

The web app Project Details page displays a summary of your project. To navigate to the Project Details page: Open the Projects Page in the web app. ...

How to Archive or Unarchive a Project This guide will help you archive projects that are no longer active and unarchive them when needed. Steps to Archive...

Managing Users in QuoteToMe The Users Page is where you can manage all user accounts on the platform.  From here, you can create new users, update thei...

The Company Settings section helps you manage your organization’s details, like company info, purchase order template, user roles, spending limits, supplier...

To get to this page, select Companies > Contacts from the left drawer.  You can also get here from the Company Overview page by selecting the edit icon ...

To get to this page, select Companies > In-Store Purchase List from the left drawer.  You can also get here from the Company Overview page by selecting ...

To get to this page, select Companies > Call Supplier Direct List from the left drawer.   You can also get here from the Company Overview page by select...