Account Setup

Creating Your Account

1. Visit fortifiers.app/login
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 organization’s subscription plan (Starter, Growth, Scale, or Empire)

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

Configure how Fortifiers extracts and reviews data from your document types:

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