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Getting Started with Quote Cactus

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Your complete guide to setting up and using your new sales and communications platform.

Create Your Account

Complete the following steps to create your Quote Cactus account. The registration process collects only the essential information needed to get you started.

Step 1: Account Credentials

Start by providing your basic login information:

  • Email Address
  • Password

Step 2: Personal Information

Tell us a bit about yourself:

  • First Name
  • Last Name

Step 3: Business Details

Help us understand your business with these details:

  • Business Name
  • Business Type
  • Logo (Optional)
  • Street Address
  • City
  • State
  • Zip Code

Your Free Trial Begins

Your 14-day free trial has started automatically.

Your trial period gives you full access to all Quote Cactus features for 14 days from your signup date. This gives you plenty of time to explore the platform, create your first quotes, and see how Quote Cactus can streamline your business processes. No credit card is required during the trial period.

Complete the New User Walkthrough

After signing up, you’ll be automatically signed in and guided through a comprehensive walkthrough. This interactive tutorial will help you understand the core features by walking you through creating your first quote.

Add a Prospect

A prospect is someone who has contacted you for a quote or more information about a service your business provides. This could be a potential customer who called, emailed, or contacted you through your website.

Tip: If you don’t have a real prospect yet, you can add yourself to test the system and see exactly what your customers will experience.

Adding a new prospect – Enter contact information and details about the potential customer’s inquiry.

Add a Service

Create a new service that represents what your business offers. If you’re working with a real prospect, create the specific service they’ve inquired about. If you’re testing the system, create any service your business typically provides.

Tip: You can always add or edit additional details about your services later. Start with the basics and refine as you go.

Creating a new service – Define the services your business offers with pricing and description details.

Create Your First Quote

Next, decide whether you need a basic estimate or a detailed quote:

  • Estimate: Perfect for quick, ballpark pricing
  • Quote: Ideal for detailed, itemized proposals

Once you’ve built your estimate or quote, send it directly to your prospect. If you added yourself as a test prospect, send it to yourself so you can experience the entire customer journey firsthand.

Building and sending quotes – Use the quote builder to create detailed estimates and send them directly to prospects.

Choose Your Subscription

Ready to continue using Quote Cactus after your free trial? We offer two flexible subscription tiers designed to grow with your business.

Solo Tier

  • Perfect for: Businesses just getting started
  • Features: All Quote Cactus features included
  • Limit: 4 active prospects at a time
  • Upgrade to Business tier when you’re ready for unlimited prospects!

Business Tier

  • Perfect for: Established businesses
  • Features: All Quote Cactus features included
  • Limit: Unlimited active prospects
  • Ideal for businesses managing multiple prospects simultaneously.
Subscription tier selection: Choose between the Solo tier (4 active prospects) and the Business tier (unlimited prospects).

Enable Text Messaging

Apply for text messaging capabilities to improve your ability to connect with prospects and convert inquiries into sales.

Important: Until you apply for and receive approval for text messaging, all estimates, quotes, and communications will be sent via email only.

Text messaging is one of the most effective ways to engage with prospective customers in today’s mobile-first world. Studies show that text messages have a 98% open rate compared to email’s 20% open rate, making them invaluable tools for your business.

We highly recommend enabling text messaging for the best customer engagement and conversion rates.

Text messaging application process – Apply for a dedicated phone number to enable SMS communication with prospects.

Ready to Get Started?

You now have everything you need to set up and start using Quote Cactus successfully. Begin your journey to more efficient quoting and better customer relationships today.

Next steps

Services

Add and manage the services you provide.