How to Add a New Team Member | QuoteInvoice Services Inc.

Team members work under your company, so the quotes and invoices they create carry your company's details. Follow the steps below to invite someone to join your team.

Open the Team page

Step 1

Find your team

Sign in at form.quoteinvoiceservices.com.
Open the Team tab. Only account owners and admins can see this tab.

Sandbox note: The Team tab is only available on your live account, not in the sandbox.

Send the invite

Step 2

Invite a team member

Select Invite Team Member.
Enter the person's name and email address.
Choose their role. Give someone the lowest level of access they need to do their job.
Select Send Invite.

Have them accept

Step 3

What your new team member does

They open the invite email from QuoteInvoice Services.
They select the link in the email and create their account (or sign in if they already have one). They're added to your company automatically, so there's no company ID to type in.
Once they've accepted, they show up in your team list.

Didn't get the email? Ask them to check their spam or junk folder, and make sure the email address you entered is correct. You can resend the invite from the Team page.

Need help? admin@quoteinvoiceservices.com | (844) 817-4737