Start with the message on screen
QuoteDeck usually places the recovery action beside the problem. Read the Quote readiness reason, import exception, save-recovery card, or proposal status before retrying.
Quote won't advance or send
- 1Check the rail for a locked or incomplete earlier step.
- 2Open Quote readiness and resolve the first blocking reason.
- 3Confirm every unit has a product and the required accessory, service, fee, and delivery choices.
- 4Confirm Signer & Billing includes a valid recipient email.
- 5Wait for pending saves and the pricing preview to complete.
- 6If approval is required, submit the quote and wait for the recorded decision before sending.
Import needs attention
- Verify the import type and vendor match the workbook.
- Resolve duplicate, mapping, pricing, and skipped-row decisions in Review.
- Use the completion summary to distinguish imported rows from rows that were intentionally skipped or need follow-up.
- Spot-check Products after completion before using the data in a live quote.
Customer can't sign
- Ask the customer to use the latest proposal link.
- Have them reconnect to the internet and reload before signing.
- Confirm required proposal options are selected and the final amount has loaded.
- If the proposal is expired, invalid, or already signed, review the quote in QuoteDeck before sending an updated link.
Contact support
Email support@quotedeck.io when the on-screen recovery action doesn't solve the problem. Include your dealer name, quote number or import filename, the step you were on, the exact message shown, and when the problem occurred.
Keep in mind: Do not email passwords, access tokens, customer financial records, or full workbooks unless QuoteDeck support specifically provides an approved secure method.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.