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Workspace guide
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Help & reference

Workspace guide

From a customer brief to a reviewed quote. Find the steps and the right place to start.

Create a quote

Everyday workflows

6 guides · 5 answers

Create your first quote

Turn a customer brief into an indicative price.
  1. Enter the customer, annual case volume, can format, and number of SKUs.
  2. Choose who supplies the ingredients and packaging. Review processing and delivery assumptions.
  3. Review the calculated price, margin, capacity requirements, and any approval flags. Sign in to save the quote.
Start a quote

Review pricing assumptions

Understand where the price comes from.
  1. Check the published cost book version and whether its rates are illustrative.
  2. Review material costs and commercial policy before relying on an estimate.
  3. Use Production capacity to inspect the line assumptions. Saved quote versions keep their cost book snapshot.
Open cost book

Resolve approval flags

Check exceptions before making a commitment.
  1. Open a flagged quote from Approvals and review the reasons it needs attention.
  2. Inspect the price floor, commercial terms, and production constraints.
  3. An authorized reviewer can record a decision. A pending request is not an approved offer.
Review approvals

Ask the pricing assistant

Price opportunities and compare what-if scenarios.
  1. Describe the opportunity with volume, format, and sourcing details.
  2. Ask a follow-up, such as how the price changes at a higher annual volume.
  3. Open the cited engine run to verify inputs and calculations. Saved leads are available on the Leads page.
Open assistant

Manage customer relationships

Find contacts and quote history in one place.
  1. Search by customer name or contact email. The directory is derived from saved quotes.
  2. Open a customer to review their quote history and current pipeline.
  3. Use CSV export for the filtered directory. Add new customer details when creating a quote.
Browse customers

Read pipeline analytics

Compare quoted value, margins, and outcomes.
  1. Choose a date range to narrow the quotes included in the report.
  2. Review pipeline stages and customer concentration alongside the summary metrics.
  3. Quoted annual value is not booked revenue. Reports use the latest saved version of up to 200 recently updated quotes.
Open analytics

Common questions

Access, pricing, and data scope.
Why can I browse but not save?

The preview workspace is read-only. Sign in to create or update private quotes. If sign-in is not configured, the project owner needs to complete authentication setup.

Are illustrative prices ready to send to a customer?

No. An illustrative cost book is for evaluating the workflow. Confirm rates and assumptions, then resolve any required approvals before making a commercial offer.

Why is a customer missing from the directory?

Customers are grouped from the quotes loaded in your current workspace. Check that a quote exists for that customer and that you are signed into the expected account. The workspace loads up to 200 recently updated quotes.

Does changing the cost book rewrite old quotes?

Saved quote versions retain their cost book snapshot. Review and reprice a quote when you need it to reflect updated assumptions.

What should I do if a connection fails?

Open Settings & integrations and refresh the status. If the database read still fails, ask the project owner to check the integration and environment configuration. Do not share passwords or connection strings.

Check your workspace configuration

See account access, published pricing rules, and database status.

Settings & integrations