Help
Help for creating and sharing quotes.
Quick answers for the FolioLayer workflow: Import your quote model, then move through Model, Client, Proposal, and Publish.
How do I start a quote?
Open Import, paste or upload your quote model, then move through Model, Client, Proposal, and Publish. You can also load a starter from Import and replace its example values.
Can I use a starter instead of importing?
Yes. Open Import and choose the starter closest to the work you sell, then replace its model, client, and proposal details before publishing.
When can I publish a proposal link?
Create or sign into an account, save the quote, and unlock publishing through billing. The Settings page shows whether checkout, portal, billing record, webhook sync, and proposal publishing are ready.
Where are payments handled?
FolioLayer uses Stripe for checkout and subscription management. Card details are handled by Stripe and are not stored in the FolioLayer workspace.
What should I check before sending?
Confirm the client name, scope, project total, deposit, remaining balance, approval wording, and public proposal link before sharing it with a buyer.
Who do I contact if something looks wrong?
Send account, billing, or proposal-link questions to hello@foliolayer.com with the email used for the workspace and a short description of what happened.
Questions about a quote workspace or proposal link can go directly to the FolioLayer team.
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