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Your First Week with WellQuote

A day-by-day guide to getting your team fully productive with WellQuote.

You’ve signed up for WellQuote. Now what? This guide walks you through your first week, from initial setup to sending your first real quotes.

Day 1: Foundation

Morning: Account Setup

  1. Complete your profile

    • Add your name and photo
    • Verify your email address

  2. Set up your organization

    • Add your company name and logo
    • Configure your business address
    • Set your default currency

  3. Customize your quote template

    • Upload your logo
    • Set your brand colors
    • Add your payment terms

Afternoon: Import Your Products

This is the most important step. Get your product catalog in first.

  1. Export from your current system — Excel, accounting software, or manufacturer price lists
  2. Clean up the data — Remove blank rows, fix obvious errors
  3. Import to WellQuote — Follow the Import Guide
  4. Verify a few products — Spot-check pricing and specs

Goal for Day 1: Your product catalog is imported and ready.

Day 2: First Quotes

Morning: Create Test Quotes

Before involving customers, practice with internal quotes:

  1. Create a test customer — Use “Test Company” or your own business
  2. Build a quote — Add products, adjust quantities, apply a discount
  3. Preview the PDF — Check it looks professional
  4. Try the customer portal — Open the shareable link in an incognito window

Afternoon: Send Your First Real Quote

Pick a low-stakes opportunity:

  1. Choose a real customer — Someone forgiving if there’s a hiccup
  2. Create their quote — Using real products and pricing
  3. Double-check everything — Names, prices, quantities
  4. Send it — Via portal link or PDF attachment

Goal for Day 2: One real quote sent to a real customer.

Day 3: Refine Your Workflow

Morning: Review and Adjust

Based on your first real quote:

  1. What took longest? — Finding products? Entering customer info?
  2. What was confusing? — Make notes for your team
  3. What’s missing? — Products to add? Customer fields to include?

Afternoon: Add More Products

Your initial import probably wasn’t complete. Add:

  1. Missing products — Items you needed but couldn’t find
  2. Product sets — Bundles you quote together (split systems, kits)
  3. Categories — Organize by product type or manufacturer

Goal for Day 3: Workflow feels smooth. Product catalog is 80%+ complete.

Day 4: Team Onboarding

Morning: Invite Your Team

  1. Add team members — Start with 1-2 people
  2. Assign roles — Admin, Manager, or Sales
  3. Brief them on the basics — 15-minute walkthrough

Afternoon: Supervised Practice

Have your team create quotes while you’re available:

  1. Watch them work — Note confusion points
  2. Answer questions — Real-time support
  3. Collect feedback — What do they like? What’s frustrating?

Goal for Day 4: Team can create quotes independently.

Day 5: Process Improvements

Morning: Set Up Approval Workflows

If you have discount authority levels:

  1. Define your rules — “Discounts over 15% need manager approval”
  2. Configure in WellQuote — Approval Workflows Guide
  3. Test the flow — Create a high-discount quote, approve it

Afternoon: Create Projects

If you’re bidding on specific opportunities:

  1. Create your first project — A real tender or job
  2. Link existing quotes — Connect quotes to the project
  3. Review the dashboard — See all quotes in one place

Goal for Day 5: Approval workflows running. Projects organized.

Week 1 Checklist

By the end of your first week, you should have:

  • Organization profile complete (logo, address, terms)
  • Product catalog imported (80%+ of products)
  • At least 5 real quotes sent
  • Team members added and trained
  • Approval workflows configured (if needed)
  • First project created (if applicable)

What’s Next?

After Week 1, focus on:

  • Growing your catalog — Add remaining products, update pricing
  • Tracking results — Monitor quote views and responses
  • Refining templates — Adjust quote formatting based on customer feedback
  • Exploring projects — If you haven’t already, start linking quotes to opportunities

Need help during your first week? Email support@wellquote.com — we respond within 24 hours.