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Getting started

Your first quote in five steps.

From sign-up to a quote in your client's inbox, with the screen for each step.

  1. Sign up

    Step 1: Create your workspace

    Sign up with email, Google or Microsoft. Add your name and business name, and your workspace is ready.

    The Syniq sign-up form, with Google, Microsoft and email options.
  2. Settings · Organisation

    Step 2: Add your company details

    Upload your logo and add your VAT and registration numbers for your quotes and invoices. Add your bank accounts to show on invoices.

    Syniq organisation settings with the logo, VAT number and registration number used on documents.
  3. Settings · Team & Roles

    Step 3: Invite your team

    Invite each person by email as an admin, member or viewer. Then choose which apps and business units each member can see.

    The Invite a Teammate dialog in Syniq, with an email address and the Member role chosen.
  4. Operations · Client hub

    Step 4: Import your clients

    Upload a CSV or Excel file with a column headed “name”, plus Industry, Website and VAT columns if you have them. Clients you already have are skipped.

    Importing clients into Syniq: a CSV file chosen and its first five rows previewed.
  5. Accounting · Quotes

    Step 5: Send your first quote

    Choose the client, add your line items and email the quote from Syniq. When the client accepts, the invoice is generated from it.

    A new quote in Syniq with three line items, each with its price, cost and profit.

Try it with your own work.

Start a 14-day free trial, or sign in if you already have a workspace.

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