Before you start
You’ll need:- A work email address, or a Google or Microsoft account
- Your company name, address, and country
Sign up
1
Go to the sign-in page
Open qwoty.app/signin in your browser. Under Don’t have an account?, click Create account.
2
Choose how you want to sign up
On Create your account for free, pick one option:
- Continue with Google: recommended if your team uses Google Workspace
- Continue with Microsoft: recommended if your team uses Microsoft 365
- Email: under Or continue with email, enter your Email and click Send code
3
Verify your email
If you signed up with your email, Qwoty sends a 6-digit code to your inbox. Enter it in the Code field and click Verify and continue. If the email doesn’t arrive, check your spam folder or click Resend email.You then choose a password on Create your password. It must have at least 10 characters, with an uppercase letter, a lowercase letter, a number, and a special character.
4
Tell Qwoty about you
Fill in the onboarding screens:
- What’s your name?: First Name and Last Name
- What best describes your role?: select Your role
- Who will be issuing the quotes?: Organisation name, Address, ZIP / Postal code, City, State / Region (optional), and Country
- Company Size: select the Number of employees
- Create your workspace: enter your Company website and click Create an account
The country you select sets the default currency and locale of your workspace. You can add more currencies later.
5
Choose your plan
On Choose your plan, pick a monthly or yearly plan and click Start trial (or Subscribe). You then land on your Qwoty dashboard.
Your Qwoty account is live. You’re the admin of a new workspace.
What’s set up automatically
Qwoty creates the basics for you so you can explore before configuring anything.What the app shows you
When you first land in Qwoty, you’ll see:- The left sidebar with the main sections: Dashboard, Project, Products & pricing, Customer, Workflow, Content, and Template
- Your user menu, with access to Profile, Settings, and Logout
- The Dashboard: your quote list with four indicators that fill up as you create quotes
What’s next
Invite your team
Add your sales, ops, and finance teammates and assign roles.
Connect your CRM
Sync customers and deals from HubSpot, Pipedrive, or Salesforce.
Customize your brand kit
Upload your logo, pick your colors, and brand your quotes.
Send your first quote
Skip ahead and create a quote right now to see Qwoty in action.

