Quick Start Guide for SaaS Users

Welcome to Figur! This guide helps SaaS users integrate AI-powered quoting into your existing workflow, whether you're using a different project management system or working directly with clients.

Before You Start

Prerequisites:

• Figur account (Free tier available)
• Basic understanding of your quoting process
• Client project information ready
• 5-10 minutes for initial setup

Step 1: Set Up Your Account (2 minutes)

1. Create Your Account

   • Sign up at figur.one
   • Verify your email address
   • Choose your starting plan (Free tier includes 25 quotes/month)

2. Complete Your Profile

   • Company information
   • Contact details
   • Time zone and currency settings

Step 2: Configure Your Brand (2 minutes)

1. Upload Your Logo

   • High-quality logo file (PNG, SVG, or JPG)
   • Transparent background recommended
   • Size: 400x100 pixels optimal

2. Set Brand Colors

   • Primary color for headers and accents
   • Secondary color for panels and backgrounds
   • Ensure good contrast for readability

3. Add Contact Information

   • Business address and phone
   • Email and website
   • Social media profiles

Step 3: Configure Your Services (2 minutes)

1. Enable Your Service Types

   • Web Design - Websites, landing pages, web apps
   • SEO - Search optimization and audits
   • PPC - Paid advertising campaigns
   • Social Media - Management and advertising
   • Content - Blog posts, articles, copywriting
   • Branding - Logo design, brand identity

2. Set Base Pricing

   • Default rates for each service type
   • Hourly rates or project-based pricing
   • Can be customized per client later

Step 4: Create Your First Quote (3 minutes)

1. Start a New Quote

   • Click "New Quote" in your dashboard
   • Enter client information
   • Select project type

2. Select Services

   • Choose relevant services for this project
   • Multiple services can be combined
   • Each service triggers specific questions

3. Complete Discovery Flow

   • Answer service-specific questions:
     • Web Design: Site type, pages, features, timeline
     • SEO: Current status, goals, target keywords, competition
     • PPC: Platforms, monthly budget, target audience
     • Social Media: Platforms, posting frequency, content types
     • Content: Content types, frequency, topics, goals
     • Branding: Scope, deliverables, brand guidelines

4. Generate AI Quote

   • Click "Generate Quote"
   • Figur AI analyzes your answers
   • Pricing calculated based on scope and complexity

5. Review and Customize

   • Review service breakdown and pricing
   • Adjust individual services (+/- 10%)
   • Add internal notes or comments
   • Apply custom discounts if needed

Step 5: Share with Clients (2 minutes)

1. Use the Client Portal

   • Generate a secure client link
   • Professional branded experience
   • Clients can view, comment, and approve

2. Export Options

   • PDF download with your branding
   • Share via email or link
   • Integration with your existing tools

3. Track Progress

   • Monitor client engagement
   • Receive notifications for views and approvals
   • Manage all quotes from your dashboard

Advanced SaaS Features

API Integration (Technical Users)

For developers and power users:

// Example API call to create a quote
const response = await fetch("https://api.figur.one/v1/quotes", {
  method: "POST",
  headers: {
    Authorization: "Bearer YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    client: {
      name: "Acme Corp",
      email: "client@example.com",
    },
    services: ["web-design", "seo"],
    discovery: {
      "web-design": {
        siteType: "business",
        pages: 10,
        complexity: "medium",
      },
    },
  }),
});

Custom Workflows

Integration Options:

• Zapier Integration - Connect to 5000+ apps
• Webhook Support - Real-time notifications
• Custom Export - Format data for your systems
• Bulk Operations - Import/export multiple quotes

Success! You're Ready to Quote

🎉 Congratulations! You've set up Figur for SaaS quoting.

What You Can Do Now

Immediate Actions:

• ✅ Create quotes for new projects
• ✅ Share professional quotes with clients
• ✅ Track quote status and client engagement

Next Steps:

• 📊 Set up usage reports (Growth tier)
• 🎨 Create service templates (Growth tier)
• 🤖 Configure automation (Pro tier)
• 🔌 Explore API integration (Growth tier)

Quick Reference

SaaS vs Monday.com Users

| Feature | SaaS Users | Monday.com Users | | --------------------- | -------------- | ------------------------ | | Setup Time | 5-10 minutes | 5-10 minutes | | Board Integration | Not required | Required | | Data Storage | Figur cloud | monday.com + Figur | | Client Portal | ✅ Included | ✅ Included | | API Access | ✅ Growth tier | ❌ Not available | | Custom Workflows | ✅ Flexible | ⚠️ Limited to monday.com |

Common Questions

Q: Can I import existing client data? A: Yes! Use the CSV import feature or API to bulk import clients and projects.

Q: How do I handle recurring projects? A: Create service templates for common project types and clone quotes for repeat clients.

Q: Can I white-label Figur for my agency? A: Yes! Pro tier includes full white-labeling options with custom domains.

Q: What about team collaboration? A: Growth tier supports team members with role-based access and collaboration features.

Pro Tips for SaaS Users

1. Create Service Templates - Save time on similar projects
2. Use the API - Integrate with your existing CRM or project tools
3. Set Up Automation - Auto-generate quotes from lead forms
4. Track Metrics - Monitor conversion rates and pricing trends
5. Customize Branding - Maintain consistent brand experience

Pricing Tiers for SaaS

• Free - 25 quotes/month, basic features
• Starter - 100 quotes/month, custom pricing, branding
• Growth - 500 quotes/month, API access, templates, automation
• Pro - 1500 quotes/month, advanced automation, white-labeling

Need More Help?

• Complete Feature Guide - Master all features
• API Documentation - Technical integration
• Best Practices - Professional workflows
• Contact Support - Get personalized help

Happy Quoting! 🚀

You're now ready to streamline your quoting process with AI-powered precision and professional client experiences.