Mapped features
9
DOCS
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
Start by intent
Use the entry points below to jump directly to the workflow you need right now.
Start by intent
I’m new
Set up your workspace and move from first login to first value quickly.
Open guideStart by intent
I want to create better proposals
Learn the structured authoring flow from intake through send readiness.
Open guideStart by intent
I need help with pricing and packages
Understand package semantics, pricing clarity, and boundary discipline.
Open guideStart by intent
I need branding and brand kit help
Align proposal outputs with trusted brand signals and governance rules.
Open guideStart by intent
I need signing and buyer-flow help
Run publish, send, and acceptance workflows with less buyer friction.
Open guideStart by intent
I need delivery, kickoff, and scope-change help
Move from signed proposal to kickoff and change requests safely.
Open guideStart by intent
I need admin and billing help
Manage workspace controls, subscription behavior, and access ownership.
Open guideDocumentation architecture
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
First-value onboarding path
This sequence prepares new teams for first proposal value without skipping critical operational setup.
Step 1
Open guideWorkspace setup
Configure organization details, baseline defaults, and operating assumptions.
Step 2
Open guideBrand setup
Add logo, company identity, and proposal style controls before external sharing.
Step 3
Open guideProposal defaults and templates
Prepare reusable templates so first proposals do not start from scratch.
Step 4
Open guideFirst proposal build
Run intake, scope of work, executive summary, and pricing proposal in one flow.
Step 5
Open guideFirst send and acceptance
Publish, share, and capture buyer signing without breaking lifecycle integrity.
Documentation quality
Documentation quality
Coverage, review cadence, and onboarding support keep public guides aligned with the product.
Article coverage
10/10
Stale mappings
8
Onboarding coverage
5/5
Documentation review 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.
Guide library
Guide library
Every guide below is tied to a live product area, review cadence, and a responsible owner.
OverviewProductGrowthSupport
Getting Started: workspace setup and first value
Set up QuoterAgent so your team can move from zero to first proposal — and first payment — with 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 May 13, 2026Review cadence 30 days
ConceptProduct
Proposal Trust and Send Readiness
Learn how QuoterAgent separates authoritative send readiness from advisory proposal trust signals, missing-information checks, risk context, and scope/pricing/terms traceability.
Last reviewed May 13, 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
WorkflowProductGrowthSupport
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 May 13, 2026Review cadence 30 days
WorkflowProductSupport
Delivery and Kickoff: execution flow, payment, and change control
Understand the full post-sign execution flow — from execution handoff through Stripe payment, project activation, and final settlement.
Last reviewed Mar 12, 2026Review cadence 30 days
OverviewSupport
Billing, Workspace, and Admin: Stripe setup, plans, and access controls
Connect Stripe, manage your subscription plan, and configure workspace permissions. Stripe setup is required before the execution and payment flow works.
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 May 13, 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.