How can we help?
Step-by-step guides for getting set up, sending quotes, managing customers, and the rest of the platform. Already a customer? You can also reach these from inside the app under Help.
Getting started
- Branding your quotes and invoices
Your logo, accent colour, monogram and tagline flow through every quote, invoice and public page automatically.
- Picking your custom URL
Your public page lives at vontra.app/<your-url> — pick something short and memorable, then grab the QR code.
- Daily to-do email rundown
Get a 7am email summary of every open to-do so the day starts with a clear plan.
Quotes & invoices
- Sending your first quote
From blank page to a quote a customer can approve online — guided by the four-step wizard.
- Importing line items from a screenshot or PDF
Upload a basket screenshot, supplier quote or invoice and Vontra pulls the items straight onto your quote.
- Saving a quote as a template
Reuse a quote shape for similar future jobs — pick which bits to bundle in.
- When a customer asks for changes on a quote
How customer amendment requests work, where they show up, and how to send a revised quote.
Contacts & leads
- Managing customers and suppliers
Your address book of customers (people you quote) and suppliers (places you buy from), all in one place.
- Receiving and managing enquiries
How leads land in your inbox, what you can do with them, and how to turn one into a quote in one click.
- Customising your enquiry form questions
Add the qualifying questions you actually want answered before you call a customer back.
Insights & finance
Account & billing
- Cancelling or pausing your subscription
How to stop billing, what happens to your data, and how to come back later.
- Inviting team members to your account
Add your colleagues so the whole team can quote, invoice and follow up — Teams plan only.
- Changing your login email or password
How to update your sign-in email or password from inside the app, and what the security checks do.
- Reporting a bug
Where to report something broken, what we need from you, and what happens after you hit send.
- Downloading a copy of your data
Export everything Vontra holds about your account as a single JSON file — your data, your copy, any time.
- Contact preferences and what we email you
What the contact-preference toggles do, what we always email regardless, and how to silence non-essential platform emails.
- Turning on two-factor authentication
Add an authenticator-app code to your sign-in so a leaked password isn't enough to get into your account.
- New sign-in alerts
Vontra emails you when your account is signed into from a device or location we haven't seen before — so you spot trouble fast.
Drop us a line and we’ll point you the right way — or write the article if it’s missing.
Contact support