Priced from your Playbook's price rules and your
filed receipts — never invented. Anything without a source shows
as UNPRICED for you to fill. Quotes also start themselves:
when a website visitor or a lead names a service, a priced
draft appears here and in Approvals.
🧾 Feed the prices
Your quotes price themselves from your filed receipts and price lists — so the more of those live here, the fewer UNPRICED lines you ever see. Drop supplier receipts and price lists right here.
New quote
Customers and services suggest themselves from
your Customer Memory and Playbook as you type — picking one
is optional; typing fresh works too.