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.
High-level orientation page that explains structure and decision boundaries.
In this guide
Ownership and review discipline
Change signals to watch
- workspace onboarding UI changes
- organization profile schema updates
- new setup-required fields
- template editor or defaults changes
- template category updates
- new template lifecycle behavior
- brand configuration UI changes
- proposal rendering changes
- logo or typography behavior updates
- plan architecture updates
- workspace permissions changes
- billing and subscription policy updates
Operator guidance
What this means in QuoterAgent
Use this guide as the operating reference for Getting Started: workspace setup and first value. It explains what this surface controls, what good execution looks like, and which teams should keep it trustworthy over time.
- QuoterAgent takes a client brief and helps turn it into a structured proposal with scope, pricing, timeline, and client handoff steps. This guide covers the setup choices that make that workflow reliable.
- Each setup step has a downstream consequence. Missing payment setup can block payment handoff after acceptance. Missing the Brand Kit means proposals render with placeholder styling. Skipping a language setting means the AI may generate scope content in English even if your client expects French or German.
- Primary owners currently covering this area: Product, Growth, Support.
What to do
Treat this as a working checklist, not background reading. Use it before you change settings, publish external material, or hand work to another operator.
- Work through this guide once when you first sign up. Return to it if payment handoff setup changes, you rebrand, or a new team member needs to understand the setup dependencies.
- Once setup is complete, move through the first-value path in order: create a proposal from an intake brief, review and edit the AI-assisted scope, send to your client, and after acceptance use payment handoff if it is enabled.
- Confirm payment handoff is enabled before relying on kickoff or final payment steps.
- Open Brand Kit and upload your logo and set your brand colours.
Where it shows up in the workflow
This guide matters most when work moves between setup, authoring, buyer delivery, and post-sign execution. Use the linked guides to follow the full path instead of solving one surface in isolation.
- Setup feeds every downstream workflow. The workspace profile populates proposal headers and PDF metadata. Payment handoff can be used after acceptance when payment setup is configured. Brand Kit governs how templates and live proposals render. Language settings are read by the AI at scope generation time.
- Review the related guide "Brand Kit: buyer trust signals and proposal identity" when this step depends on another surface.
- Review the related guide "Templates: reusable proposal architecture and defaults" when this step depends on another surface.
- Use "Brand Kit: buyer trust signals and proposal identity" as the next guided step after this page.
Common failure modes and risks
Most quality problems here come from drift: outdated setup, weak commercial boundaries, or teams skipping the review moment before customer-visible delivery. Use these signals to catch issues before they reach the buyer.
- workspace onboarding UI changes
- organization profile schema updates
- new setup-required fields
- Payment setup is a dependency for kickoff and final payment handoff flows.
- Brand Kit affects every PDF sent to a client and should be checked before external delivery.
What this is
QuoterAgent takes a client brief and helps turn it into a structured proposal with scope, pricing, timeline, and client handoff steps. This guide covers the setup choices that make that workflow reliable.
- Workspace profile: your company name, logo, and contact details appear on proposal PDFs.
- Brand Kit: your colours and typography so proposals look like they came from you, not a template.
- Payment setup: required before kickoff or final payment handoff can be used.
- Proposal language: set English, French, or German so the AI generates scope content in the right language.
- Your first template: a reusable starting point so you are not building from scratch on every engagement.
When to use
Work through this guide once when you first sign up. Return to it if payment handoff setup changes, you rebrand, or a new team member needs to understand the setup dependencies.
- Before sending your first proposal to a client.
- Before relying on payment handoff in a client workflow.
- When onboarding a new operator who will manage proposals independently.
Why it matters
Each setup step has a downstream consequence. Missing payment setup can block payment handoff after acceptance. Missing the Brand Kit means proposals render with placeholder styling. Skipping a language setting means the AI may generate scope content in English even if your client expects French or German.
- Payment setup is a dependency for kickoff and final payment handoff flows.
- Brand Kit affects every PDF sent to a client and should be checked before external delivery.
- Proposal language drives the AI scope generation, not just the UI language.
How it connects
Setup feeds every downstream workflow. The workspace profile populates proposal headers and PDF metadata. Payment handoff can be used after acceptance when payment setup is configured. Brand Kit governs how templates and live proposals render. Language settings are read by the AI at scope generation time.
- Accepted proposal -> payment handoff -> activation -> final payment -> closeout.
- Brand Kit -> every proposal PDF and buyer-facing send page.
- Language -> AI-assisted scope generation -> proposal section content.
Next steps
Once setup is complete, move through the first-value path in order: create a proposal from an intake brief, review and edit the AI-assisted scope, send to your client, and after acceptance use payment handoff if it is enabled.
- Confirm payment handoff is enabled before relying on kickoff or final payment steps.
- Open Brand Kit and upload your logo and set your brand colours.
- Read the Proposal Authoring guide to understand how intake, AI generation, and scope editing work together.
Related guides
Brand Kit: buyer trust signals and proposal identity
Configure Brand Kit so every proposal reflects a consistent, credible buyer-facing identity.
Open guide
Templates: reusable proposal architecture and defaults
Use templates to scale quality, speed, and consistency without lowering proposal specificity.
Open guide
Proposal Authoring: from intake to send readiness
Run a disciplined proposal workflow that aligns executive summary, scope of work, and pricing signals.
Open guide
Next guide
Brand Kit: buyer trust signals and proposal identityUse this before external sharing, after rebrands, or when proposals feel generic.