Help

Support

Version 1.0 · Last updated 7 October 2026

Contact us

Email support@qotery.com with your franchise name and, for a specific email or quote, its subject line. We answer during UK business hours (Monday to Friday, 9:00 to 17:30) and aim to reply within one working day.

Getting started

  • Add your company details: in Settings, check your company name. Drafts sign off with “Kind regards,” and your company name until you write your own signature there, with a logo if you like.
  • Upload your rates: under Settings, add each carrier and upload its rate sheet as CSV or Excel. Qotery prices only from your own rates.
  • Send it requests: forward quote requests to the address shown under Settings, paste them into the Inbox, or use the Outlook add-in.
  • Invite your team: admins invite colleagues from the Team page. Each person uses one seat.

Qotery for Outlook

  • Install it for your organisation: a Microsoft 365 admin can deploy the add-in to everyone from the Microsoft 365 admin centre (Settings → Integrated apps). It can take up to 24 hours to appear.
  • Use it: open an email and choose Qotery → Quote this. In Outlook on the web and the new Outlook, it is under the Apps button in the message toolbar. The first time, sign in with your Qotery account.
  • Tag emails Qotery has read: create a category named “Qotery” in Outlook, and the add-in will apply it to each email it reads.

The add-in reads only the email you use it on. Our Privacy Policy explains what it sends to Qotery.

Troubleshooting

  • The add-in doesn’t appear: classic Outlook for Windows can take up to 24 hours to show a newly added add-in. Try Outlook on the web to check it is installed.
  • The sign-in window won’t open: allow pop-ups for Outlook on the web, or use the “use a token instead” option in the add-in.
  • Forwarded emails don’t arrive: check you are forwarding to the exact address under Settings, including the part after the “+”, and that your trial or subscription is active.
  • Qotery has stopped reading new emails: the header shows why, for example a trial that has ended, an allowance that is used up, or more members than seats.

Billing

Admins choose and change plans on the Team page; Manage billing opens Stripe’s portal for cards, invoices and cancelling. You can cancel at any time and keep access until the end of the month you have paid for. See our Terms of Service for the details.

Your data and privacy

For data requests, email privacy@qotery.com. Our Privacy Policy, Data Processing Addendum and sub-processor list explain how we handle personal data.

Company details

Qotery is provided by Tacet Ltd, registered in England and Wales, company number 14504998. Registered office: Unit 2 Beverley Court, Elmtree Road, Teddington, Middlesex, TW11 8ST, United Kingdom.