Getting started
Three minutes from signup to your first synced quote.
1. Sign up
Go to /signup — enter your business name and your email. We send a magic link (no password) — click it to verify.
2. Create your organisation
Onboarding creates an organisation record automatically. You're the owner. Additional users can be added via the settings screen once available.
3. Connect Xero
On the dashboard, click Connect to Xero. You'll be redirected to Xero to authorise Quote Nudge — read-only access to your quotes and contacts, plus permission to mark quotes as Accepted when a customer signs.
4. First sync
Your quotes sync automatically on the hour. To pull them immediately, hit the Sync from Xero button on the Quotes page.
5. Try an accept link
Open any SENT quote from the list — copy the customer's accept link and email it to yourself to see the branded acceptance flow.