01
FAQ
Questions before your first governed proposal.
Clear answers about grounded proposal workflows, send readiness, missing information, advisory risk, traceability, pricing, and how QuoterAgent fits into a governed commercial workflow.
Start here
Start with the practical questions.
This FAQ covers the main buying and onboarding questions teams usually ask before adopting QuoterAgent: how the Workstation works, what proposal readiness means, how the 14-day trial behaves, and what happens after a client accepts a proposal.
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Workstation and generation
03
Pricing and plans
04
Security and data
05
Languages
06
Workflow and delivery
Questions
Answers for commercial teams
- QuoterAgent is a governed proposal workstation for commercial teams. It helps turn structured intake into grounded AI-assisted drafting, disciplined scope, pricing, readiness checks, approval, client delivery, and post-acceptance continuity.
- The Workstation is QuoterAgent's guided commercial cockpit. It gives teams one place to move a proposal through intake, scope, pricing, readiness, approval, send, acceptance, and the continuity that follows.
- Proposal readiness is a backend-owned check that helps operators see whether the current draft is ready to publish or send. It surfaces blockers and warnings such as stale pricing, missing terms, weak inputs, and unresolved information before client delivery.
- A grounded proposal workflow uses available source information, missing-information signals, and review checks to reduce unsupported claims. It does not guarantee perfect output, so operators still review and resolve uncertainty before sending.
- QuoterAgent keeps scope, pricing, terms, and readiness in one workflow. Traceability helps operators review whether commercial details stay aligned as the proposal changes; it is context for review, not legal proof.
- No. Risk scoring is advisory context for operators. Send Readiness remains the authoritative backend check for whether protected proposal actions can proceed.
- QuoterAgent preserves the accepted proposal snapshot, supports payment handoff, and helps operators keep kickoff payment, execution activation, and later final payment tied back to the accepted commercial record.
- Payment handoff is the controlled transition from an accepted proposal into the next payment step. It keeps kickoff and later payment activity connected to the accepted proposal context instead of breaking the commercial chain of custody.
- No. QuoterAgent uses AI to help draft proposals, but the product is built around governed commercial workflow: intake, scope, pricing, readiness checks, missing-information signals, approval checkpoints, client delivery, and post-acceptance continuity.
- Yes. QuoterAgent offers a 14-day Starter trial so teams can validate the governed workflow before moving into paid operating controls.
- The 14-day trial follows the Starter path and begins through the billing flow. Teams should expect to add a payment method before the paid period begins, and they can cancel before renewal if the workflow is not the right fit.
- No. Enterprise is contact-led. Starter, Growth, and Scale are the self-serve paid tiers, while Enterprise is handled through a direct sales conversation.
- QuoterAgent is designed to keep proposal data inside the application workflow and supports secure handling patterns for client and commercial information. Avoid placing credentials or unnecessary sensitive secrets in proposal text.
- Yes. QuoterAgent supports structured proposal output across multiple languages while keeping proposal format and commercial logic consistent.
What is QuoterAgent?+
What is the QuoterAgent Workstation?+
What is proposal readiness?+
What is a grounded AI proposal?+
How does QuoterAgent connect scope, pricing, terms, and traceability?+
Does the risk score decide whether I can send?+
What happens after a client accepts a proposal?+
What is payment handoff?+
Is QuoterAgent just an AI proposal generator?+
Is there a free trial?+
How does the 14-day trial work?+
Is Enterprise self-serve?+
Is my proposal data secure?+
Does QuoterAgent support multiple languages?+
Related paths
Continue with the commercial category pages.
If you are comparing QuoterAgent seriously, these category and workflow pages explain the consulting fit, broader proposal-management position, and payment handoff path more directly than a general FAQ can.
Category path
Proposal software for consultants
See how QuoterAgent fits consulting teams that need governance, pricing discipline, and payment continuity.
Category path
Proposal management software
Understand the broader category and how QuoterAgent treats proposals as commercial workflows, not isolated documents.
Category path
Proposal payment handoff
See how QuoterAgent connects accepted proposals to kickoff payment, execution, and final payment continuity.
Category path
Proposal approval workflow
Understand how QuoterAgent blocks unready proposals before send and strengthens governance before client delivery.