Seven setup tasks
Onboarding is a resumable checklist: Your Brand, Contact, Service area, Vendors, Pricing, Leasing, and Team. Each task prepares data used later in quotes and proposals.
- Add the dealer name and approved brand assets.
- Confirm customer-facing contact information.
- Choose service ZIP codes and supported vendors.
- Create Standard Pricing, leasing defaults, and the initial team.
Resume unfinished setup
You can leave onboarding and continue later. QuoteDeck preserves completed tasks and returns you to the next unfinished task instead of restarting the checklist.
Subscription comes after setup
Choosing a plan or starting a trial is a separate subscription milestone. It does not replace the seven dealer-setup tasks, and a subscribed account can still return to unfinished setup.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.