QuoteWriter.com.auSuccess Centre
Short guides to help customers create better quotes and use the product with less friction.
Video Placeholders
First Quote
Coming soon
PDF Workflow
Coming soon
Smart Micah Preview
Coming soon
Feature Guides
Getting Started
Complete your business profile, create one quote, download the PDF, then send it.
Professional PDFs
Use clear line items, payment terms, and a clean business profile before sending.
Templates
Duplicate starter templates for the jobs you quote most often.
Quote Tracking
Use Quote History to find drafts, duplicate strong quotes, and review accepted work.
Smart Micah Preview
Use Smart Micah when discovery, missing items, or proposal wording slow you down.
FAQ
Where are quotes saved?
For this MVP, quotes save locally in your browser.
Can I edit a sent quote?
Yes. Open Quote History, edit the quote, then resend the updated version.
When should I use Smart Micah?
Use Smart Micah when the job scope is unclear or you want help spotting missing items.
Can I connect email automation now?
Not yet. The email framework is mocked and ready for a future Resend integration.
Tips
- Use one template per common job type.
- Add payment terms before sending the first quote.
- Review sent quotes weekly.
- Duplicate strong accepted quotes instead of starting again.
Release Notes
- Phase 5 adds customer success journeys, checklist tracking, usage insights, and help content.
- Smart Micah education is separated from QuoteWriter core plans.
- Email automation is mocked and prepared for future provider integration.
Contact Support
Send product questions, setup blockers, and workflow feedback to support.
Email SupportSuccess Email Framework
Mock journeys are prepared for future automation.
Welcome Journey
9 emails
Smart Micah Upgrade Journey
9 emails
Trial Journey
9 emails