QuoteForge

User flows

Walk through what people do in QuoteForge, step by step.

• 1. 1Open the dashboard
  2. 2Browse proposals
  3. 3Start a new proposal
  4. 4Open the proposal detail

  Signed-in user drafts a proposal and opens it

  Dashboard to the proposal list, new-proposal editor, then the proposal detail page.

  4 stepsCore flow

• 1. 1Land on the marketing site
  2. 2Read the feature list
  3. 3Compare plans
  4. 4Read a blog post

  Prospect compares the product on the marketing site

  Standalone marketing site (apps/site): landing, features, pricing, then a blog post or contact.

  4 steps

• 1. 1Open the contact page

  Prospect asks the team a question

  Contact page on the marketing site.

  1 step

• 1. 1Open recurring proposals

  Retainer owner schedules recurring proposals

  1 step

• 1. 1Open the public proposal

  Client opens a shared proposal link

  Public proposal page for a recipient who is not signed in.

  1 step

• 1. 1Browse and edit clients

  Owner keeps the client list up to date

  1 step

• 1. 1Browse templates

  Owner starts from and maintains templates

  1 step

• 1. 1Open analytics

  Owner reviews win rate and revenue

  1 step

• 1. 1Open settings
  2. 2Connect Stripe payouts
  3. 3Manage the team
  4. 4Set white-label branding
  5. +6

  Admin configures workspace settings

  Settings hub and its team, branding and integration pages.

  10 steps

Screenshots

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