Docs & Help
Everything you need to get Quote Nudge QB chasing your QuickBooks estimates. Most people are set up in under ten minutes — start with the first guide.
Getting started
Create your account, connect QuickBooks in one click, and see your estimates sync in.
Follow-up reminders
How the chase engine works, setting your cadence, and personalising templates with variables.
Online acceptance & deposits
The branded accept page your customers see, and deposit collection via Stripe (coming soon).
Troubleshooting & FAQ
Why a reminder didn't send, sync questions, security, and everything else.
How Quote Nudge QB works in one paragraph
Connect your QuickBooks Online company and we sync your estimates automatically — within seconds of a change (via QuickBooks webhooks) and hourly as a backstop. Any estimate that's still Pending gets chased on the schedule you set: branded emails, sent from your own address, each with a link to an online accept page. Your customer reviews the estimate and accepts it online in your branding — and the estimate flips to Accepted in QuickBooks with their name on it. You watch it all happen on the dashboard. (Deposit collection is coming soon.)