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Get help straight from the team at Quotiss...
System Settings
Here you can find the guide through the main settings to setup the system in your organization
Last updated on 02 Sept, 2025
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
