Start here

Set up your company and your team, and find your way around.

• What Costimate doesA short tour of how a tender notice becomes a lead, a bid, a project and an invoice in Costimate, and what sits around them.
• Create your companySign up in three steps, confirm your email address, choose a plan and set up your company profile.
• The welcome: set up in eight stepsAfter you sign up, a short welcome fills in what your company profile still needs, your team, your clients and your page settings.
• Find your way aroundThe left menu and how it narrows to a record, the top bar, search, notifications, notes, page width, and light and dark.
• Invite your team and choose rolesInvite members, give each a role, change one person's access, make roles of your own, and decide who sees prices and pay.
• Plans, seats and billingWhat Free includes, how the paid plans follow your seats, how to add seats or change how you pay, what happens when a subscription ends, and where Stripe's invoices are.