Getting Started

Modified on Wed, 5 Feb at 2:47 PM

Welcome to Centralio!

Centralio is a platform designed to help you configure, price, and submit your commercial offers with ease. This guide will walk you through the essential steps to set up your environment and create your first submission.


1. Configure Your Organization’s Information

Before using Centralio, ensure that your organization's details are correctly set up.

➡️ See the Organization Configuration Guide


2. Customize the Platform with Your Branding

Add your company logo, set primary colors, and customize the platform's appearance for a seamless experience.

➡️ Learn More About Customization


3. Set Default Submission Content

Configure predefined elements such as header images, videos, and standard descriptions that will appear in your submissions.

➡️ See How to Define Default Content


4. Create Your Products, Options, and Packages

Add your products, define their options, and create custom packages to streamline the submission process.

➡️ Guides to Creating Products & Options


5. Create Your First Submission

Once your setup is complete, move on to creating your first submission in just a few clicks.

➡️ Step-by-Step Submission Guide


Popular Articles

For additional guidance, check out these helpful resources:

? Change quote's language
? Change quote's currency


You're now ready to optimize your sales process with Centralio! If you have any questions, visit our knowledge base or contact support.

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