> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Activate your workspace and complete the first end-to-end flow in 10 minutes.

This guide takes you from creating a workspace to closing your first deal and issuing your first invoice. If you're new to Arya and want to see if it fits, this is the place to start. For a more detailed path use [Arya 101](/en/arya-101/overview).

## Prerequisites

<Note>
  Only a business email is required. No credit card needed to start.
</Note>

## Create the workspace and invite your team

<Steps>
  <Step title="Sign up">
    Go to [arya.so/signup](https://arya.so/signup), enter your email and workspace name. You'll receive a confirmation email.

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-01/en/signup.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=ba4292560deaaba5b8149b9ec9604592" alt="Arya Nest signup screen" width="1200" height="720" data-path="images/arya-101/lesson-01/en/signup.svg" />
    </Frame>
  </Step>

  <Step title="Set basic data">
    On first access Arya asks for company name, VAT number (*partita IVA*) and default currency. If you have a *codice SDI* or PEC address, add them now — they're needed for Italian e-invoicing.
  </Step>

  <Step title="Invite the team">
    In **Settings → Team and roles**, enter the emails of your colleagues. Pick a role: `Admin`, `Manager`, `User` or `Read-only`.

    <Tip>
      You can invite up to 5 team members free during trial.
    </Tip>
  </Step>
</Steps>

## First CRM deal

<Steps>
  <Step title="Open CRM">
    Click **CRM** in the left sidebar. The Kanban pipeline shows default stages: `Prospect`, `Qualified`, `Proposal`, `Negotiation`, `Won`, `Lost`.
  </Step>

  <Step title="Create the first deal">
    Click **+ New deal** in the top right. Fill in deal name, customer company (Arya creates it if missing), expected value, close date.

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/crm/en/deals-create-dialog.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=17433eebed2cb232f658171c43cc2fa7" alt="New deal dialog" width="1200" height="720" data-path="images/crm/en/deals-create-dialog.svg" />
    </Frame>
  </Step>

  <Step title="Move it through the pipeline">
    Drag the card between stages with your mouse. Each move is tracked in history and can trigger automations.
  </Step>
</Steps>

## Generate and send a quote

<Steps>
  <Step title="Open the deal">
    Click the deal card. Go to the **Quotes** tab.
  </Step>

  <Step title="New quote">
    Click **+ New quote**. Choose a format:

    * **Classic**: static PDF
    * **Clauses**: contract with digital signatures
    * **Sales Room**: interactive page with sections, video and FAQs

    Use `Classic` for the first test.
  </Step>

  <Step title="Add line items">
    Pick products/services from the price list, set quantity, unit price and discount. Totals with VAT update automatically.
  </Step>

  <Step title="Share the link">
    Click **Publish**. Arya generates a unique public link you send to the customer via email or WhatsApp. Every view and every section opened is tracked.
  </Step>
</Steps>

## Close the deal and issue an invoice

<Steps>
  <Step title="Customer accepts">
    The customer digitally signs the quote from the public page. Arya sets quote status to `Accepted` and notifies you.
  </Step>

  <Step title="Move the deal to Won">
    Back in CRM, drag the deal to the `Won` stage. The deal value enters forecasting and reports automatically.
  </Step>

  <Step title="Issue the invoice">
    From the deal menu click **Convert to invoice**. Arya fills customer data, taxable amount and VAT from the quote. Review and click **Issue**.

    <Note>
      If the SDI integration is configured, the invoice is sent directly to the *Sistema di Interscambio* (Italy's official e-invoicing hub). Otherwise it stays as `Draft` for manual sending.
    </Note>
  </Step>
</Steps>

## What you learned

<Check>You created a workspace and invited your team</Check>
<Check>You created your first CRM deal</Check>
<Check>You generated and sent a quote with a public link</Check>
<Check>You closed the deal and issued your first invoice</Check>

## Next steps

<CardGroup cols={2}>
  <Card title="Continue with Arya 101" icon="graduation-cap" href="/en/arya-101/overview">
    Ten short lessons on the main features.
  </Card>

  <Card title="Set up automations" icon="bolt" href="/en/automations/overview">
    Automate notifications, follow-ups and project creation.
  </Card>

  <Card title="Connect Gmail" icon="envelope" href="/en/integrations/gmail">
    Deal emails tracked automatically.
  </Card>

  <Card title="Install the mobile app" icon="mobile" href="/en/mobile/install-and-sign-in">
    iOS, Android, push notifications, NFC clock-in.
  </Card>
</CardGroup>