Set up your business in 10 minutes
Create your account, fill in the business profile that appears on every quote, contract and invoice, and pick a plan.
Everything QuoteAI produces — quotes, contracts, invoices, customer emails — is built from your business profile. Ten minutes here saves you retyping the same details on every document.
1. Create your account
- Go to Sign up, enter your name, email and a password.
- The onboarding wizard asks for your company name, trade, province and language. Pick the province where you do most of your work — it sets your default sales taxes and the contract template you get later.
- You land on the dashboard with a free plan. Nothing is charged until you upgrade.
2. Complete the business profile
Open Settings → Business Account. The fields that matter most:
- Legal name, address and phone — printed on every document and required on invoices by the CRA.
- GST/HST (and QST) registration number — must appear on any invoice of $30 or more.
- Licence number — for example your RBQ number in Québec; it is inserted into the contract where the law requires it.
- Interac e-Transfer email — shown on invoices so customers know where to send payment. Most Canadian customers pay contractors this way.
- Logo — appears on PDFs and on the customer-facing quote, signing and invoice pages.
- Default payment terms and deposit — the payment schedule proposed on each new quote (you can change it per quote).
3. Choose a plan
Settings → Plan & Billing. Starter covers quotes, emailing them and acceptance notifications. Pro adds the price catalog, contracts and e-signature, jobs, costs, invoicing and team accounts (2 seats included). Elite adds worker time tracking, the AI assistant, advanced analytics and 5 seats. Billing is handled by Stripe; you can cancel any time and keep access until the end of the period you paid for.