Setting up your team for the first time?
Start with Inviting Team Members — it walks you through adding your first team member, assigning their role, and setting access permissions in minutes.
Team Setup
4 articlesSend invitations to colleagues and get your whole team working inside QuickEstimate in a few simple steps.
Learn what each role—Owner, Admin, Estimator, and Viewer—can see and do within your QuickEstimate account.
Promote, restrict, or reassign a team member's access level as your business needs evolve.
Safely remove a team member's access without losing any of the estimates or proposals they worked on.
Sharing & Access
4 articlesGive colleagues access to specific estimates so they can view, edit, or contribute without seeing your entire account.
Let a manager or colleague review and approve a proposal internally before it goes out to the client.
Set individual projects as private, team-visible, or shared so the right people see the right work.
Allow a client or external stakeholder to view specific project data without giving them a full team seat.
Working Together
4 articlesDelegate estimate ownership to the right person on your team and track who is responsible for each project.
Add notes and feedback directly on an estimate so your team can discuss changes without leaving QuickEstimate.
See a timestamped record of every action taken by your team—edits, sends, approvals, and more.
Control which team events trigger notifications and choose how each member is alerted—email, in-app, or both.
Plans & Seat Limits
2 articlesUnderstand seat limits on each QuickEstimate plan and find out how to add more team seats as your business grows.
Step-by-step guide to upgrading your QuickEstimate plan to accommodate a growing team without any disruption.
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