Help
Help and quick tips
Quick fixes for common issues while using Quotera.
3 min readBeginner
What you'll learn
- PDF issues → Settings
- Tax issues → states
- Where to get support
1
Wrong details on PDF?
Update the right Settings tab and save:
- Company - name, GST, address
- Contact - email, phone
- Branding - logo and colours
2
Tax looks wrong?
Check both states, then the document tax mode:
- Your state - Settings → Company
- Client state - client profile
- Tax mode on the quotation or invoice
3
Need more help?
Open Help & guides from the menu anytime. Book a demo on the website for a WhatsApp walkthrough.
Related guides
Common questions
Team access?
One business per login today. Team access is planned.
GST filing?
Quotera does not file GST. Use your CA.