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Quote Rocket Platform Guide – Page 2

Built for subscribers · Screens reflect your menu permissions

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

Quotes & Proposals


Quote Start

Start a quote in seconds

Enter a company name and build from there—Quote Rocket guides you through the rest of the proposal workflow.
Quotes List

All quotes, searchable and actionable

Filter by status, sort by company or date, and edit, view, or download PDFs without leaving the list.
Quote Defaults

Reusable templates by pay frequency

Shared defaults for weekly, bi-weekly, semi-monthly, and monthly payroll keep proposals consistent and fast.
Payroll Quote PDF

Client-ready proposals, branded for you

Turn your work into a polished PDF with line items, totals, and terms—ready to send or print.
Presentation Content

Brand the experience prospects see

Upload your logo and set web proposal colors so public quote pages match your company—not a generic template.

Suggested Next Reading – Portal & integrations

  1. Quotes & proposals — Create, list, template, brand, and deliver payroll proposals.