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QuoterAgent Documentation

A structured operating system for creating stronger proposals, clearer pricing decisions, and reliable buyer-facing delivery.

Start by intent, move through connected workflows, and keep docs aligned with product behavior as QuoterAgent evolves.

Start by intent

Use the entry points below to jump directly to the workflow you need right now.

I’m new

Set up your workspace and move from first login to first value quickly.

Open guide

I want to create better proposals

Learn the structured authoring flow from intake through send readiness.

Open guide

I need help with pricing and packages

Understand package semantics, pricing clarity, and boundary discipline.

Open guide

I need branding and brand kit help

Align proposal outputs with trusted brand signals and governance rules.

Open guide

I need signing and buyer-flow help

Run publish, send, and acceptance workflows with less buyer friction.

Open guide

I need delivery, kickoff, and scope-change help

Move from signed proposal to kickoff and change requests safely.

Open guide

I need admin and billing help

Manage workspace controls, subscription behavior, and access ownership.

Open guide

Documentation architecture

Nine core documentation pillars cover setup, authoring, pricing, templates, branding, sending, delivery, admin controls, and shared terminology.

Overview

Getting Started

Workspace setup, first-run configuration, and first-value readiness.

Workflow

Proposal Authoring

How intake, scope, executive summary, and send readiness work together.

Concept

Packages and Pricing

Package logic, pricing proposal discipline, and commercial tradeoffs.

How-to

Templates

Template architecture, defaults, and reuse strategy for repeatable output.

How-to

Brand Kit

How branded proposals stay consistent across PDF and buyer surfaces.

Workflow

Sending, Signing, and Buyer Experience

Publish-to-sign workflow details and buyer-facing trust mechanics.

Workflow

Delivery, Kickoff, and Change Requests

Post-sign workflow from handoff to controlled scope changes.

Overview

Billing, Workspace, and Admin

Subscription plans, admin controls, and workspace ownership operations.

Reference

Reference and Glossary

Canonical terms used across scope of work, pricing, and lifecycle states.

First-value onboarding path

This sequence prepares new teams for first proposal value without skipping critical operational setup.

  1. Step 1

    Workspace setup

    Configure organization details, baseline defaults, and operating assumptions.

    Open guide

  2. Step 2

    Brand setup

    Add logo, company identity, and proposal style controls before external sharing.

    Open guide

  3. Step 3

    Proposal defaults and templates

    Prepare reusable templates so first proposals do not start from scratch.

    Open guide

  4. Step 4

    First proposal build

    Run intake, scope of work, executive summary, and pricing proposal in one flow.

    Open guide

  5. Step 5

    First send and acceptance

    Publish, share, and capture buyer signing without breaking lifecycle integrity.

    Open guide

Docs health and update discipline

This section tracks docs coverage, stale mappings, and onboarding support so content quality stays tied to feature reality.

Mapped features

8

Article coverage

9/9

Stale mappings

0

Onboarding coverage

5/5

PR docs-impact checklist

  • Check if the feature change touches any mapped docs coverage areas.
  • Update impacted docs article copy and feature mapping status.
  • Record a fresh review date in the docs maintenance registry.
  • Run docs registry tests before merging.

Shipped docs inventory

Every shipped docs page below is tied to a live product area, a review cadence, and an owner responsible for keeping it truthful.

OverviewProductGrowthSupport

Getting Started: workspace setup and first value

Set up QuoterAgent so your team can move from zero to first proposal with operational clarity.

Last reviewed Mar 12, 2026Review cadence 30 days
WorkflowProductGrowthSupport

Proposal Authoring: from intake to send readiness

Run a disciplined proposal workflow that aligns executive summary, scope of work, and pricing signals.

Last reviewed Mar 12, 2026Review cadence 30 days
ConceptProduct

Packages and Pricing: commercial structure and proposal clarity

Design pricing proposals that are understandable, defensible, and aligned with scope commitments.

Last reviewed Mar 12, 2026Review cadence 30 days
How-toGrowth

Templates: reusable proposal architecture and defaults

Use templates to scale quality, speed, and consistency without lowering proposal specificity.

Last reviewed Mar 12, 2026Review cadence 45 days
How-toGrowth

Brand Kit: buyer trust signals and proposal identity

Configure Brand Kit so every proposal reflects a consistent, credible buyer-facing identity.

Last reviewed Mar 12, 2026Review cadence 45 days
WorkflowGrowthSupport

Sending and Signing: buyer-facing flow and acceptance confidence

Control publish, sharing, and acceptance so buyer experience stays clear and lifecycle boundaries stay intact.

Last reviewed Mar 12, 2026Review cadence 30 days
WorkflowProductSupport

Delivery and Kickoff: post-sign execution and change request control

Move from signed proposal to execution with clear handoff logic and controlled scope-change behavior.

Last reviewed Mar 12, 2026Review cadence 30 days
OverviewSupport

Billing, Workspace, and Admin: operational control surfaces

Manage plans, permissions, and workspace-level controls without losing documentation clarity.

Last reviewed Mar 12, 2026Review cadence 30 days
ReferenceProductSupport

Reference and Glossary: canonical proposal and workflow terminology

Shared definitions for scope, pricing, lifecycle, and buyer-facing operations used across QuoterAgent.

Last reviewed Mar 12, 2026Review cadence 30 days

Use this docs system as the source of truth for product explanation, activation support, multilingual authority, and SEO-ready semantic coverage.