Support without a support queue

Start with the twenty items you quote most often. You can add the rest as you go, and any unmatched recommendation is a prompt to add the missing item rather than a blocker.

Estimators see cost and margin, so cost rates are worth entering. If you only want sell rates at first, leave cost at zero and margin warnings will not be meaningful until you add them.

Yes. Invite team members from the team page and give each one a role. Owners and admins can change roles later.

QuotePilot could not tie it to your catalogue with confidence. It stays out of the total until you either add a catalogue item, price it manually, or remove it.

Yes. Adjust the quantity, unit, description and rates, then accept. Edited lines are recorded as manual lines so the source of every number stays clear.

It means the quote is below the minimum margin you set for your company. It is a warning, not a block. You can still lock the quote if the decision is deliberate.

Locking is what makes a proposal trustworthy. Revise the quote to create a new working version, make your changes, then lock again.

Sending is a deliberate action taken by an owner or admin. QuotePilot prepares the document and the link, and records when it was sent.

Owners can change plan from the billing page. Upgrades apply immediately and downgrades apply at the next renewal.