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Quote Rocket Platform Guide

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Quote Rocket brings your pipeline, quotes, customer portal, and team performance into one place. This guide walks through the screens you may already have access to—use it as a map of the platform and a refresher when you onboard new team members.

  • Daily work & CRM – Mission Control, My Dashboard, To-do, Companies, Contacts, Company Profile, Orbits
  • Quotes & branding – Quote Start, Quotes List, Defaults, PDF, Presentation Content
  • Portal & integrations – Customer Portal List, Subscriber Portal view, HubSpot Sync
  • Team & admin – Team List, Performance, Goals, Coach, Diary, User Listing, Manage Users

Mission Control & Daily Workspace

Mission Control

Your command center for the whole pipeline

Search companies, contacts, and quotes in one place with filters, saved views, and role-aware visibility. See recent activity and pipeline health without jumping between screens.
My Dashboard

Your personal performance snapshot

Track average quote value, proposal status, and pipeline metrics. Compare your results to company benchmarks and keep open tasks visible on one screen.
To-do list

Never miss a follow-up

Add personal reminders and CRM follow-ups with due dates. Open items stay on top; link tasks to records when you need context.

CRM: Companies & Contacts

Companies List

Every prospect and client in one list

Search and filter by status, type, and owner. See pipeline progress, orbit assignment, and who owns each account at a glance.
Contacts List

All your contacts, organized

View clients and prospects you’re assigned to, sort and filter fast, and jump into records with one click.
Company Profile

The full story for each company

Phone, website, pipeline stage, temperature, payroll details, and ownership—everything for that account on a single profile.

Orbits & Collaboration

Orbits List

Collaborative spaces for your book of business

Host or join Orbits to group companies and work with partners. See subscription usage and open each orbit’s company list instantly.

Suggested next reading – Quotes & branding

  1. Mission Control — Start here for search, dashboards, and day-to-day follow-ups.
  2. Companies & contacts — Manage prospects and clients and drill into any account.
  3. Orbits — Group and share work across hosted or joined collaborative spaces.