Your business starts here.
Connect your account and create a shared workspace.
Your workspaces
Bring in your catalog
Use a CSV with Name, Unit price, and Unit columns. Review the rows before importing.
Example: Meta Quest 3, 499.00, ea. Imported items are marked pending review. This foundation page does not send quotes yet.
| Product | Unit price | Unit |
|---|
These will be added to this workspace. Existing products will not be replaced.
Add a customer
Save the company and a contact so Qertas can match conversational requests.
Your quote workspace
Confirm your matches, then edit the open draft by chat. Each confirmed change saves to your shared workspace.
Open or create a draft, then tell Qertas what to include. Every addition, quantity change and removal needs a confirmation click. Check the matched item before saving.
Foundation build. Drafts and confirmed edits save to the database. The design preview still uses sample data. Custom quote items, contact edits by chat, manager review, PDF exports, email, invoices and billing are still being connected.