Set up your project

To create a new project, in the main portal page, select the "+ New Project" button located in the left-hand column menu.

Enter a name for your project. We recommend choosing a name that will make the project easily identifiable later. Complete all required text fields with the necessary information, including the Project Description. This section allows you to add any critical details.

Once all the information has been entered, click "Create." See for further guidance,  our quick tutorial video below.

All projects you have created are displayed in the left-hand column menu and can be accessed for editing or deletion with a click.

Once your project is created, you can edit its information by clicking the arrow beside the project name.

Now that the project is created, we are able to create some quotes.