Account Setup

Creating Your Account

1. Visit fortifiers.app/sign-up
2. Enter your work email address
3. Choose a strong password
4. Verify your email address

Company Profile

Set up your company information to enable branded quotes:

• Company Name: Appears on all generated quotes
• Logo: Upload a high-resolution PNG or SVG (recommended: 500x500px)
• Business Address: Used for invoice generation
• Tax ID: Optional, for compliance purposes

Team Members

Invite team members and assign roles:

• Admin: Full access to all features and settings
• Manager: Can approve quotes and manage workflows
• User: Can upload documents and generate quotes
• Viewer: Read-only access to quotes and documents

Billing Setup

Configure your payment method:

1. Navigate to Settings → Billing
2. Add a credit card or set up ACH transfer
3. Choose your subscription plan (Starter, Pro, or Enterprise)

API Keys (Optional)

If you plan to integrate Fortifiers with your existing systems:

1. Go to Settings → API
2. Click "Generate New API Key"
3. Copy and store your key securely (it won't be shown again)
4. Use the API key in your HTTP requests as: Authorization: Bearer YOUR_API_KEY

Customization

Quote Templates

Customize the appearance of generated quotes:

• Upload custom header/footer images
• Set default payment terms
• Configure tax rates
• Add custom fields

Extraction Rules

Fine-tune how Fortifiers extracts data from your specific document types:

• Define custom field mappings
• Set validation rules
• Configure confidence thresholds