Getting Started with CueQuote

Quick Start

Getting started with CueQuote takes just a few minutes. Follow these five steps and you'll have your first professional AV proposal ready to share.

1. Sign up for a free account at app.cuequote.com
2. Create your company profile and upload your logo
3. Set your brand color — this will be applied to all your proposals automatically
4. Navigate to Proposals and click "New Proposal"
5. Describe the event in plain language and let CueQuote's AI generate a complete equipment list with pricing

Getting Started Checklist

When you first log in after signing up, the dashboard shows a Getting Started checklist at the top. This guides you through the essential setup steps to get your first proposal out the door.

Each step auto-completes as you perform the action — no manual checkboxes needed. Once all steps are done, the checklist shows a celebration message and can be dismissed permanently.

1. Create your account — automatically completed after signup
2. Set up your company — completed during onboarding (company name, address, brand color)
3. Upload your logo — go to Settings and upload your company logo (appears on every PDF)
4. Add equipment to your catalog — import your gear and prices for accurate AI proposals
5. Create your first proposal — describe an event and generate your first AI-powered quote

Equipment Catalog

Your equipment catalog is the backbone of accurate proposals. CueQuote lets you maintain a detailed inventory of your gear with default pricing.

Equipment is organized into categories: Audio, Lighting, Video, Staging, Rigging, Power & Distribution, and Custom. Each item can have a name, description, default rental price, and internal notes.

1. Go to Settings → Equipment Catalog
2. Add items manually or import from a CSV spreadsheet
3. Set default rental prices per item — these will be used when AI generates proposals
4. Organize items into categories for easy browsing

Clients

Keep all your client information organized in one place. CueQuote supports different client types to help you categorize your business relationships.

Each client record stores contact details, company information, and is linked to all their proposals — giving you a complete history of your quoting relationship.

1. Navigate to Clients and click "Add Client"
2. Fill in contact and company details
3. Select the client type: Direct, Agency, Venue, or Corporate
4. Link the client to new proposals from the proposal creation screen

Creating Proposals

CueQuote's AI-powered proposal engine turns a simple event description into a detailed, professional quote in seconds.

Start by describing the event: the venue type, audience size, what kind of production is needed (sound, lighting, video, staging), and any special requirements. The more detail you provide, the more accurate the generated equipment list will be.

1. Click "New Proposal" from your dashboard
2. Enter the event description — be as specific as possible about the venue and requirements
3. CueQuote's AI generates a complete equipment list with quantities and pricing
4. Review and edit: add, remove, or adjust any line items
5. Download as a branded PDF or share via a unique link

AI Generation Quota

Each CueQuote plan includes a monthly AI proposal generation quota. Every time you generate a proposal using AI (including retries), it counts against your monthly limit.

Before generating, CueQuote shows a confirmation dialog telling you how many generations you have remaining this month. This helps you avoid wasting a slot on an incomplete description. The dialog is skipped for admin and enterprise users.

1. Free plan: 3 AI generations per month
2. Starter plan: 10 AI generations per month
3. Pro plan: 40 AI generations per month
4. Business plan: 120 AI generations per month
5. Manual edits to generated proposals are always free — only new AI generations count

Per-Proposal Language

CueQuote supports creating proposals in 5 languages: English, Polish, Arabic, German, and French. Each proposal can be generated in a different language — independent of your dashboard language.

This is designed for AV companies working with international clients. An Arabic-speaking user can create an English proposal for an English-speaking client, and vice versa. The AI generates all content (item names, descriptions, inclusions, exclusions) in the chosen language, while keeping brand names and equipment model numbers untranslated.

1. When creating a new proposal, select the language from the dropdown next to the Currency selector
2. The language defaults to your dashboard language but can be changed per proposal
3. Click Generate — the AI outputs all proposal text in the selected language
4. The PDF also renders labels (Subtotal, Total, Terms, Payment Schedule, etc.) in the proposal's language
5. You can always edit the generated text in the proposal editor after generation

Terms & Details

Every proposal can include customizable terms and conditions, payment terms, and inclusion/exclusion lists. These sections build trust and set clear expectations with your clients.

You can set defaults that apply to all new proposals, then customize per proposal as needed.

1. Go to Settings → Proposal Defaults to set your standard terms
2. Edit inclusions: what's covered in the quoted price (e.g., delivery, setup, operator)
3. Edit exclusions: what's not included (e.g., power supply, venue access fees)
4. Set payment terms: deposit percentage, payment schedule, accepted methods
5. Add your full Terms & Conditions — these appear on the last page of the PDF

PDF Templates

CueQuote offers four professionally designed PDF templates so your proposals always look polished and on-brand.

Each template automatically applies your company logo, brand color, and contact information. You can switch templates at any time — existing proposals will update to use the new template when re-downloaded.

1. Modern — Clean lines, generous white space, contemporary feel. Best for tech-forward clients.
2. Bold — Strong typography, high-contrast layout. Great for making a statement.
3. Classic — Traditional proposal format with structured sections. Ideal for corporate clients.
4. Minimal — Stripped-back design focused on content. Perfect when simplicity matters.

Regenerate Proposals

Instead of creating a new proposal from scratch, you can regenerate an existing one. This updates the line items while preserving your client, dates, venue, terms, and all other settings. Regenerating does not count against your monthly proposal quota.

There are three regeneration modes: Full (replaces all line items with a fresh AI generation), Smart (keeps items you manually edited, replaces AI-generated ones), and From File (upload an updated specification document and regenerate based on it).

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Risk Assessment Plan

CueQuote can generate an AI-powered risk assessment for your events. The risk plan identifies potential problems and provides specific mitigation strategies based on your event's equipment, venue, attendee count, and duration.

Risk assessment is available from the Risk Plan tab in the proposal editor. Starter plans get 3 basic categories (equipment, power, crew) in view-only mode. Pro plans unlock all 8 categories with full editing and PDF inclusion. Business plans add custom risk creation and regeneration.

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Sharing & Tracking Proposals

CueQuote lets you share proposals with clients via unique links — no PDFs to email back and forth. When a client opens the link, you see exactly when they viewed it, how many times, and whether they accepted or declined.

Every proposal gets a shareable link that shows a professional, branded view of your proposal. Clients can review equipment, pricing, and terms, then accept or decline with one click. You get notified instantly when they respond.

1. Open any proposal and click the "Share" button in the header
2. Copy the unique share link and send it to your client via email, WhatsApp, or any messaging tool
3. Track views in real-time — see when the client opens the proposal and how many times they viewed it
4. When the client clicks "Accept" or "Decline" on the shared page, you receive an instant notification on your dashboard
5. Follow up strategically — if a client viewed but hasn't responded within 48 hours, it's time to reach out

Invoicing

CueQuote lets you create professional invoices directly from your proposals. Once a proposal is sent or accepted, you can generate a deposit or full invoice with one click — complete with your company branding and payment instructions.

Before creating invoices, add your payment methods in Settings. You can configure bank transfer details (IBAN, SWIFT), PayPal, or Wise. These details appear on every invoice PDF you generate, so clients know exactly how to pay.

1. Go to Settings and add your payment methods (bank account, PayPal, or Wise) under Payment Information
2. Open a sent or accepted proposal and click "Create Invoice" — choose between a deposit invoice or a full invoice
3. Review the invoice editor: verify the invoice number, issue date, due date, line items, and totals
4. Select which payment method to display on the invoice from the dropdown
5. Download the invoice PDF — it includes your branding, line items, VAT, payment instructions, and reference number
6. Send the invoice to your client via email and track its status: Draft, Sent, Viewed, or Paid

Payment Tracking

CueQuote lets you record full and partial payments on invoices and track the complete payment history. When you record a payment, the invoice status updates automatically — partial when partially paid, paid when fully covered.

Every payment is logged with the amount, date, method, and optional reference number. You can view, delete, or add payments at any time. If you accidentally mark an invoice as paid, you can revert it with one click.

1. Open an invoice and click the green "Record Payment" button in the Summary sidebar
2. Enter the amount received, date, payment method (bank transfer, cash, card, check), and optional reference number
3. View all payments in the Payment History section below the invoice notes — each shows amount, date, method, and reference
4. To revert a paid invoice, click "Undo — mark as unpaid" below the Paid badge — it recalculates based on actual recorded payments
5. Change invoice status manually by clicking the status badge in the header — select from Draft, Sent, Viewed, Partial, Paid, Overdue, or Cancelled

Corrective Invoices

When a sent or paid invoice needs corrections, CueQuote lets you issue a corrective invoice that references the original. The original stays untouched for audit purposes, and the correction shows exactly what changed with before/after values.

Corrective invoices follow professional invoicing standards used across the EU and are compatible with Poland's KSeF e-invoicing system. Each correction is linked to its original invoice with full traceability.

1. Open a sent, viewed, or paid invoice and click the correction icon (circular arrow) in the header toolbar
2. The system creates a new invoice with "/COR" suffix, pre-filled with all original line items and their values stored as snapshots
3. Edit the items that need correcting — modified items show the original total struck through next to the new total
4. Fill in the "Reason for Correction" field and send the corrective invoice to your client

Smart Suggestions

CueQuote's Smart Suggestions engine analyzes your company's past proposals to provide intelligent recommendations. It detects items you frequently include but may have missed, flags pricing inconsistencies, and identifies items you use often but haven't added to your catalog.

Smart Suggestions learns from your own data — the more proposals you create, the smarter it gets. It requires at least 3 sent proposals to generate meaningful recommendations. You can toggle it on or off at any time.

1. Click the "Smart" lightbulb toggle in the proposal tab bar to enable suggestions — your preference is saved across sessions
2. The "Missing Items" tab shows items you usually include but haven't added to this proposal, with confidence scores and one-click "Add" buttons
3. The "Repricing" tab flags items priced more than 15% above or below your historical average, showing current vs average price with min-max range
4. The "Add to Catalog" tab lists items used in 2+ proposals but missing from your equipment catalog — click to create catalog entries with average pricing

Client Portal

The Client Portal gives your clients a dedicated login where they can view all proposals and invoices you've sent them in one place. No more searching through email for share links — everything is organized and accessible.

Clients self-register from the share page using the same email address you sent proposals to. The portal is available on Pro plans and above. You can manage client access from the Clients page in your dashboard.

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Team Management

CueQuote supports multi-user teams with role-based access. The company owner can invite team members and assign roles that control what each person can see and do.

There are four roles: Owner (full access, can manage billing and team), Admin (full access except billing), Sales (can create and manage proposals, clients, and catalog), and Viewer (read-only access to proposals and dashboard).

1. Go to Team from the sidebar — you'll see all current team members with their roles
2. Click "Invite Member" and enter their email address and select a role
3. The invited person receives an email with a link to join your CueQuote workspace
4. Once they accept, they appear on your team page and can access the dashboard based on their assigned role
5. You can change roles or remove team members at any time from the Team page

Scope Templates

Scope templates let you save and reuse proposal configurations for recurring event types. Instead of describing the same conference setup from scratch every time, save it as a template with pre-configured line items, quantities, and pricing.

Templates come in two types: scope-only templates (just the event description and settings, AI still generates the equipment list) and full templates (complete with pre-configured line items that skip AI generation entirely).

1. Go to Templates from the sidebar to view and manage your saved templates
2. To create a template from scratch, click "New Template" and configure the event type, description, attendee range, and optionally add line items
3. To save an existing proposal as a template, open the proposal editor and click "Save as Template" — all line items are captured
4. When creating a new proposal, your templates appear as quick-start cards — click one to pre-fill the event description and settings
5. Full templates (with line items) let you skip AI generation entirely — click "Use Template" to create an instant proposal

Billing & Plans

CueQuote offers flexible plans to match your business size. Start free and upgrade as you grow.

1. Free — 3 proposals/month, 1 user, basic PDF template
2. Starter (€29/mo) — 10 proposals/month, 1 user, full branding, client management
3. Pro (€79/mo) — 40 proposals/month, 5 users, custom templates, priority support
4. Business (€179/mo) — 120 proposals/month, 20 users, API access, dedicated support

Account & Profile

Your account page lets you manage your personal profile and security settings. This is separate from company settings — account settings are per-user, not shared with your team.

You can update your display name (shown in the sidebar and on team pages), change your password, and view your account email. Your profile photo can be updated from the account page as well.

1. Click your name at the bottom of the sidebar to open the Account page
2. Edit your full name — this is displayed to your team members and in activity logs
3. Change your password — enter your current password, then your new password (minimum 8 characters)
4. Your email address is shown for reference but cannot be changed directly — contact support if you need to update it

Settings

The Settings page is where you configure everything about your CueQuote workspace. Keeping your settings up-to-date ensures every proposal reflects your brand accurately.

1. Company Profile — Business name, address, phone, email, and website
2. Logo — Upload your company logo (PNG or SVG recommended, max 2MB)
3. Brand Color — Choose a hex color that matches your brand; applied to all PDF templates
4. Currency — Set your default currency (USD, EUR, GBP, PLN, and more)
5. Language — Set the proposal language (affects PDF headings and labels)
6. Proposal Defaults — Default template, terms, inclusions, exclusions, and payment terms