QuoteCQ: How to Configure QuoteCQ for your business

At CalcuQuote, we have developed an onboarding process to ensure that our customers have the configuration and knowledge to fully implement and feel successful when using CalcuQuote. 

Our onboarding process is designed to help integrate CalcuQuote into your RFQ process. There is specific information and education that goes into every step of learning the CalcuQuote software. The CalcuQuote Customer Success team will be available throughout every step.

Initial configuration items to begin the road to success with CalcuQuote: 

• User Setup

• Supplier Setup

• Supplier API Integration

• Labor Setup

• Overhead Setup

• Workflow Setup

• Terms & Conditions

• Configuration Review

• Training (Overview of CQ, Materials, Labor)

We know what you are thinking. Is this all really necessary? 

Just want to get started with pricing materials? Check out our Quick Start to CQ guide and get started in 5 minutes. 

While you can easily begin using CalcuQuote for materials, for a full end to end implementation of the software, let us help walk you through the onboarding process. Get the most out of CalcuQuote and our great team!