Answers for every part of your QuoteDeck workspace.

Complete dealer onboarding

Set up your dealer identity, contact details, service area, vendors, pricing, leasing, and first teammates.

Account owners and admins

Account and setup

Sign in, verify email, and recover access

Use email verification, password recovery, and session-safe sign-in paths to reach your QuoteDeck workspace.

All users

Account and setup

Roles, permissions, and workspace navigation

Understand why users see different workspaces and actions in QuoteDeck.

All users; admins manage access

Account and setup

Use two-factor authentication and recovery codes

Protect your sign-in with an authenticator app and keep recovery codes available for account recovery.

All users

Account and setup

Invite users and organize teams

Add teammates, assign roles and territories, and keep user access current.

Admins and account owners

Account and setup

Territories and data scope

Use territories to organize dealer coverage and control which customer and quote records users can reach.

Admins and managers

Account and setup

Manage your profile and mailbox

Keep personal details current and connect a supported mailbox for email-related workflows.

All users

Customers and relationships

5 guides

Customers and relationships

Manage companies, accounts, and locations

Create customer accounts, organize parent and child relationships, and keep delivery locations accurate.

Sales reps, managers, and admins

Customers and relationships

Manage contacts and customer history

Keep signer, billing, and relationship contacts connected to the correct company.

Sales reps, managers, and admins

Customers and relationships

Log customer activity and create follow-ups

Record calls, meetings, emails, and notes, then turn next steps into assigned work.

Sales reps and managers

Customers and relationships

Use Needs attention and Company Intelligence

Review account signals, verified company details, and suggested next steps without replacing rep judgment.

Sales reps and managers

Customers and relationships

Microsoft 365 email activity

Connect supported Microsoft work accounts and understand what mailbox-backed customer activity can show.

Users with mailbox access; admins may manage availability

Catalog and imports

7 guides

Catalog and imports

Import a vendor price list

Upload a supported workbook, review matched catalog data, resolve exceptions, and confirm the import.

Admins and catalog managers

Catalog and imports

Understand the catalog structure

Organize vendors, equipment families, products, accessories, consumables, software, and warranty items.

Catalog admins and sales managers

Catalog and imports

Equipment families, accessories, and dependencies

Maintain compatible accessories and required or included product choices without breaking quote configurations.

Catalog admins

Catalog and imports

Product status, photos, and specifications

Control active catalog visibility and maintain the product details used by reps and dealer websites.

Catalog admins

Catalog and imports

Saved configurations and quote reuse

Use known-good equipment bundles and prior quotes as a starting point without carrying stale customer details.

Sales reps, managers, and catalog admins

Catalog and imports

Import service and FSMA rate books

Map products and service plans, resolve rate exceptions, and confirm how workbook totals should be treated.

Admins and service-pricing managers

Catalog and imports

Import customers from a prior CRM

Preview a one-time customer replacement import, resolve mappings, and create QuoteDeck company and contact records.

Admins managing migration

Start quoting

2 guides

Start quoting

Create your first quote

Choose a customer, configure equipment, review the numbers, and prepare a proposal for delivery.

Sales reps and managers

Start quoting

Build and configure a quote

Understand the customer, contract, unit, delivery, and signer steps in the quote builder.

Sales reps and managers

Quotes and pricing

8 guides

Quotes and pricing

Pricing, service, and leasing fundamentals

Read QuoteDeck totals correctly and understand where equipment, service, fees, and monthly payments come from.

Sales reps, managers, and admins

Quotes and pricing

Quote customer, contract, and price agreement

Start a quote with the correct company context and choose the deal structure that controls later steps.

Sales reps and managers

Quotes and pricing

Quote accessories and required choices

Add compatible options, resolve required accessory groups, and understand included versus sold items.

Sales reps and managers

Quotes and pricing

Quote fees, incentives, trade-ins, and delivery

Finish the per-unit commercial details that affect totals, disclosures, installation, and fulfillment.

Sales reps and managers

Quotes and pricing

Pricing agreements and product pricing

Maintain Standard and customer-specific pricing while keeping backend calculations authoritative.

Admins and pricing managers

Quotes and pricing

Cost Basis, margin, and authorized overrides

Read internal pricing signals correctly and use documented override paths without changing customer math by accident.

Sales reps, managers, and pricing admins

Quotes and pricing

Scenario Mode and what-if pricing

Compare customer options without changing the saved baseline quote until you deliberately apply one.

Sales reps and managers

Quotes and pricing

Bulk price updates

Preview a bounded agreement-wide pricing change, inspect the dry run, and publish it deliberately.

Pricing admins

Leasing and service

7 guides

Leasing and service

FSMA plans and product service pricing

Define service-plan availability and maintain the product-level base, allowance, and click-rate choices used in quotes.

Admins and service-pricing managers

Leasing and service

Configure service and FSMA on a quote

Choose the correct service plan for each machine and review the customer-facing monthly service amount.

Sales reps and managers

Leasing and service

Leasing and rental partner administration

Maintain partners, programs, terms, rate sheets, billing defaults, and finance limits used by monthly quotes.

Admins and finance managers

Leasing and service

Build lease, rental, and renewal quotes

Choose the monthly-deal terms, review financed amounts, and keep payment and service disclosures aligned.

Sales reps and managers

Leasing and service

Lease Radar, renewals, and expirations

Find leases nearing expiration, review account context, and start a renewal or follow-up from the real record.

Sales reps and managers

Leasing and service

GreatAmerica connected leasing

Understand the beta connection, supported rate and status reads, and the customer-consent boundaries around financing.

Authorized admins, finance managers, and reps on eligible quotes

Leasing and service

Fleet pooling and shared allowances

Group eligible service units into mono or color pools and review consolidated allowance behavior.

Sales reps and managers with Fleet access

Approvals and proposals

7 guides

Approvals and proposals

Approvals and quote readiness

Use readiness reasons, policy checks, and manager approval states to clear a quote for sending.

Sales reps and managers

Approvals and proposals

Cover & Send a proposal

Confirm the recipient, preview the proposal, write the cover message, and send or schedule delivery.

Sales reps and managers

Approvals and proposals

Customer proposal signing

What your customer sees when reviewing and electronically accepting a QuoteDeck proposal.

Sales reps, managers, and proposal recipients

Approvals and proposals

Approval conditions and policy administration

Configure supported approval conditions and thresholds without inventing custom pricing logic.

Admins and pricing managers

Approvals and proposals

Approval queue and manager decisions

Review submitted exceptions, inspect the quote context, and record an approval or requested change.

Managers and users with quote-approval permission

Approvals and proposals

Proposal options, deposits, and documents

Understand customer-selectable options, generated proposal documents, and deposit availability.

Sales reps, managers, and proposal recipients

Approvals and proposals

Move an accepted quote to order and delivery

Preserve accepted terms while recording order, lease, installation, and delivery progress.

Sales reps, managers, and fulfillment users

Pipeline and productivity

4 guides

Pipeline and productivity

Pipeline stages and deal movement

Track submitted deals across Pending, Approved, Ordered, and Delivered without mixing drafts into the board.

Sales reps and managers

Pipeline and productivity

Tasks and reminders

Create, assign, prioritize, edit, and complete work linked to customers and quotes.

Sales reps and managers

Pipeline and productivity

Calendar and customer events

Create and review scheduled work connected to companies, contacts, and users.

Sales reps and managers

Pipeline and productivity

Notifications and attention signals

Review unread, approval, proposal, task, and system notices without confusing them with authoritative record state.

All users

AI and developer tools

6 guides

AI and developer tools

Connect Zapier to QuoteDeck

Authorize Zapier once for your workspace, then start automated workflows when a proposal is viewed, signed, paid, or ordered.

Administrators

AI and developer tools

Use Launchpad AI

Open QuoteDeck's conversational assistant, provide grounded deal context, and review every proposed action before saving.

Users with Launchpad access

AI and developer tools

Background AI Agents and suggestions

Activate entitled agents, review pipeline suggestions, and approve only the actions you actually want.

Users with Agents permission; admins manage activation

AI and developer tools

Connect an AI assistant with MCP

Create a scoped QuoteDeck connection for supported MCP clients and understand the permission boundary.

Admins and authorized technical users

AI and developer tools

API tokens and scoped access

Create, copy once, and revoke REST API credentials for approved integrations.

Admins with developer-management permission

AI and developer tools

Webhooks and event delivery

Admins and integration owners

Growth add-ons

5 guides

Growth add-ons

Dealer Website setup and publishing

Choose a public address, complete the guided website workspace, resolve routing, and publish only when ready.

Admins and users with website-management permission

Growth add-ons

Dealer Website equipment and content

Select catalog products with ready photos and maintain the public content customers will see.

Website managers and catalog admins

Growth add-ons

Dealer Website requests and analytics

Review public quote requests, route them to the right team, and interpret website activity without overstating attribution.

Website managers and sales managers

Growth add-ons

Marketing Hub content and images

Create dealer-aware social drafts and images, then review the result before it enters an approval or publishing path.

Marketing users and approvers

Growth add-ons

Marketing approval and social publishing

Connect supported social accounts, review platform variants, and publish only after explicit approval.

Marketing users, approvers, and admins

Reporting and compensation

4 guides

Reporting and compensation

Sales analytics and forecasting

Read quote, win-rate, revenue, pipeline, and team trends within the selected scope and date range.

Managers and users with analytics permission

Reporting and compensation

Reports and operational views

Open the real report workspaces for leases, compensation, and other supported operational summaries.

Managers and admins

Reporting and compensation

Compensation setup and categories

Maintain dealer compensation categories, tiers, and promotional rules used by commission records.

Compensation admins

Reporting and compensation

Compensation records and reports

Review monthly commission records, approvals, bonuses, and payout reporting within the enabled add-on.

Sales reps, managers, and compensation admins as permitted

Billing and administration

5 guides

Billing and administration

Exports and data portability

Export supported filtered records or full dealer data using the plan and permission available to the account.

Admins and authorized managers

Billing and administration

Manage subscriptions, seats, and billing

Review the current plan, billing interval, seats, and subscription changes from the account-owner surface.

Account owners and billing admins

Billing and administration

Add-ons and workspace access

Understand which optional QuoteDeck workspaces require add-on entitlement and which are not self-service purchases.

Account owners and admins

Billing and administration

Plans, pricing, and entitlements

Compare current plan prices and distinguish plan access from role permissions when a workspace is unavailable.

All users; account owners manage plan access

Billing and administration

Proposal branding and email presentation

Maintain dealer identity, proposal look, and customer email branding with a live preview.

Admins and brand managers

Public site and support

4 guides

Public site and support

Troubleshoot a quote and get help

Work through common quote, import, send, and signing problems, then send support the details needed to help quickly.

All QuoteDeck customers

Public site and support

Public marketing pages and lead capture

Understand QuoteDeck's public product, pricing, sample proposal, demo, contact, and quote-request surfaces.

Prospects, customers, and dealer website managers

Public site and support

Security, privacy, and customer data handling

Find QuoteDeck's public security and privacy information and follow safe dealer practices for customer data.

All users, admins, security reviewers, and prospects

Public site and support

Integrations and status boundaries

Read connected-provider status carefully and know which system is authoritative for each external action.

All users; admins manage connections