How to Set Up Your Company

Setting up your company in InstaQuote takes just a few minutes. Add your company details once, and they will appear automatically on every estimate you create.

Step 1: Open Settings

From the Home page, select Settings or the gear icon at the right.

Step 2: Open Company Profile

Navigate to Company Profile.

Step 3: Add Your Company Name

Enter your business name in the Company Name field. This is the name that will appear on your estimates.

Step 4: Add Your Phone Number

Enter your business phone number in the Phone Number field so customers can easily reach you.

Step 5: Add Your Email Address

Enter the email address you use for business in the Email field. You can include separate customer-facing contact details on your estimates.

Step 6: Add Your Business Address

Enter your business address in the Address field. This appears on your estimates and PDF documents.

Step 7: Add Your Website

If you have a business website, enter it in the appropriate contact field so customers can find you online.

Step 8: Add Terms & Conditions

In the PDF Defaults section, enter your Terms & Conditions in the Default Terms & Conditions field. These are the payment and validity terms shown on your estimate PDFs.

• A default template is provided when you first open the app.
• You can edit it anytime to match your business practices.

Step 9: Save Settings

Select Save Settings when you are finished. Your company details will be applied to all new estimates automatically.

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