Skip to content

Quote Rocket Platform Guide – Page 4

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

Team & Admin


Team List

See how your whole team is performing

Team totals plus per-rep metrics—pipeline, wins, consistency, retention—with quick links to Diary, Goals, and Coach.
Performance

Deep metrics for coaching and accountability

Pipeline value, health, consistency, deal cycles, email activity, and goal progress on one performance view.
Goals

Set targets that drive the right behavior

Define clients, prospects, quotes, consistency, and retention goals; managers can edit for team members with notifications.
Personal Coach

Automated coaching reports for you and your reps

Periodic summaries highlight strengths and gaps so managers can coach with data, not guesswork.
Diary

A day-by-day record of real work

Daily cards show notes, tasks, quotes, companies, contacts, and pipeline impact—ideal for reviews and accountability.
User Listing

Who has access to your account

View users for your organization, see active vs blocked status, and add new users when you’re an admin.
Manage Users

Roles, access, and data continuity

Assign menu profiles (Sales, CRM, Admin, etc.), manage API keys where applicable, and reassign records when someone leaves.
  1. Team & admin — For managers and administrators: performance, coaching, users, and access.