Accounts

The Accounts section of Quotomation is your starting point for managing access, users, and permissions in your organization. Creating an account is straightforward: simply click “Sign Up” at the top right corner, complete the registration form with your company details, and confirm your email. The first account created will automatically be for a Sales Manager and has full administrative rights. Once your organization is set up, you can invite team members and assign roles. Roles are clearly defined to ensure your team works efficiently while keeping sensitive data secure.

How do I create an account?

Click 'Sign Up' at the top right corner and fill out the registration form with your company information. You will receive a confirmation email to activate your account. Only the first user needs to sign up; additional sales team members can be invited later in the 'Settings -> Users' section. The first account created is for the Sales Manager and will have Admin privileges.

Can I manage multiple user accounts under one organization?

Yes, Sales Managers can invite team members and assign roles through the 'Users' section in your account settings.

How do I reset my password?

Click 'Forgot Password' on the login page and follow the instructions to reset your password via email.

Can I delete my account?

Yes, Sales Managers can deactivate accounts from the 'Account Settings' page. Please note that all quotes and data will remain. To remove your data completely, please contact support.

How do I change my email or contact information?

Go to 'Account Settings' and update your email or contact details. Don’t forget to save changes.

Are there role-based permissions for users?

Yes, you can assign role Sales Manager, which gives administrator rights. Administrators can manage users, settings, products, options and their prices. Standard users can create and manage their own quotes within the limits set by Sales managers. Customer users can only view quotes sent to them.

Can I integrate my account with other tools?

Quotomation supports imports via Excel.