This path is for you if you are building or have built a quote and want to turn it into a repeatable plan. You can start quoting right away and build out your catalog as you go.
Select each step to open the full instructions.
Connect your integrations: CRM and Stripe, in particular, will affect how subscriptions and invoices are managed.
Configure your account: Billing entity and invoice settings are especially important before creating subscriptions.
Send your first quote: Products, pricing, and terms can all be added directly on the quote.
Build your catalog: Once your quote is configured the way you want, use the ... menu on the draft quote to select Create plan and save it for future use.
Return to these when you are ready to manage existing customers and invoices: