How to get started with Kobbr and send your first quote

Once your company becomes a paying customer there are a few important steps administrators should complete to make sure everything is ready for the team.

Step 1: Complete your company profile
Add your company details, upload your company logo and include images that represent your business.

Step 2: Review company information
Check that your company address, contact details and other information are correct.

Step 3: Review quote settings
Look at the standard quote settings and adjust how quotes are presented to customers.

Step 4: Review pricing format
Decide how prices should appear in quotes so they match the way your company normally presents offers.

Step 5: Add supplier prices
Upload supplier price lists or add additional suppliers so your team always has the correct pricing available.

Step 6: Invite your team
Add colleagues to the platform and make sure everyone has the right access level.

Step 7: Review your product library
Organise the products and content your team will use regularly when building quotes.

Step 8: Create product categories
Group products into categories so they are easier to find when creating quotes.

Step 9: Create commonly used products or packages
Build products or packages that your team uses frequently so quotes can be created faster.

Step 10: Add terms and conditionsSave your standard terms and conditions so they can automatically appear in your quotes.