Help
Stuck on a quotation with a client waiting? Each guide here answers one job in a few minutes, with screenshots from the app itself. New to Interior Quote? Start with Getting started.
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Getting started
Sign in, set up your firm, add your logo, bank details and terms, and load the item library.
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Create your first quotation
Rooms and lines, units and the L × W helper, items from your library, discount, payment stages and preview.
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Set up tax: GST, VAT or no tax
CGST and SGST, IGST, VAT, tax-inclusive rates, and quotations with no tax at all.
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Send on WhatsApp and get it accepted
Sending and locking, the client link, what your client sees, Accept and Request changes, revisions and PDF.
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Invoices and payments
Turn a sent quotation into an invoice, record advance and milestone payments, and track the balance due.
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Back up and export your data
Download everything as JSON, or clients, items and quotations as CSV, and how our nightly backup works.
Jump to a task
| I want to… | Guide |
|---|---|
| Sign in without a password | Getting started |
| Add your logo, bank details and terms | Getting started |
| Change how quotation numbers look | Getting started |
| Show a UPI QR code for the advance | Getting started |
| Load 61 starter items with units | Getting started |
| Work out an area with L × W | Create your first quotation |
| Add a discount or round off the total | Create your first quotation |
| Choose CGST + SGST or IGST | Set up tax: GST, VAT or no tax |
| Set up VAT for the UAE, Oman or Saudi Arabia | Set up tax: GST, VAT or no tax |
| Send the link on WhatsApp | Send on WhatsApp and get it accepted |
| Change a quotation after sending it | Send on WhatsApp and get it accepted |
| Save a quotation as PDF | Send on WhatsApp and get it accepted |
| Turn an accepted quotation into an invoice | Invoices and payments |
| Record an advance or milestone payment | Invoices and payments |
| Upgrade to Pro or cancel it | Getting started |
| Download all your data | Back up and export your data |