System Settings

Login and Password

How to login to Quotiss and change password

User Roles and Settings

How to set User Roles in Quotiss and what is the difference among various roles?

How to add, modify, and delete Users?

A guide to system administrator on how to add new, modify or delete users in Quotiss

How to add Teams?

A quick guide on how to create / modify / delete Teams in Quotiss

(NEW!) How to create freight and local charges in the system

A new way to create your list of avaiable freight surcharges and local port charges, structured and translated to various languages

How to add default margins to the system?

User Profile Updates

What is user profile in Quotiss and how to edit the data

Terms & Conditions - Company

Terms and Conditions are added to the quotes you send using Quotiss automatically. They can be defined by location, direction, quote type, and quote language.

Email Integration - Company

How to enable Quotiss email integration in your organization

Email Integration - Users

How to integrate your mailbox with Quotiss

How to Update Insurance Default Value

In this article, you will learn how to update the default insurance percentage in Settings

Email Integration - Office 365 permissions

Sometimes, Microsoft Office 365 requires additional permissions from the Administrator first, before you can proceed with user email integration. Here are the steps to enable it