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Start a Book by importing pricing you already have — a spreadsheet, a PDF, photos of a rate card, or pasted text.

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Before you start

  • A workspace with an active Test environment (your first Book always starts in Test)
  • A pricing source in one of the accepted formats

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Accepted file formats

Files must be 25 MB or smaller. HEIC, TIFF, ZIP, and legacy .xls formats are not supported.

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Steps

1

Open the Book start screen

From the Book overview, select Start your Book (or Add pricing if a draft already exists). The start screen asks: How would you like to start your pricing?
2

Choose Import existing pricing

Select the Import existing pricing row. An inline text field and a file drop surface appear.The text placeholder reads: “Paste your price list, a recent quote, or a rate sheet — however it is written today.”
3

Paste text or add a file

You can paste pricing text directly into the field — a price list, a recent quote, or a rate sheet, however it is written today.Alternatively, drag a file onto the drop surface or browse for one. You can import multiple sources later, so start with whichever is most convenient.
4

Submit

Submit the text or file. Kordless provisions your first Book workspace, ingests the source, and schedules extraction.You land on the Book overview, which shows “Extracting” while Kordless reads your pricing.
5

Wait for extraction

Extraction finishes shortly. When it completes, the Book overview updates to show the draft with the next legitimate action — typically Review draft or Answer questions.

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What Kordless produces

Kordless reads your source and produces a structured draft: services, rules, factors, tables, and policies. Each extracted rule carries a From your file provenance chip so you can trace it back to the source you provided.

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What remains unverified

Every extracted rule is unverified until you explicitly verify it. The provenance chip identifies origin, not authority. A rule labeled From your file is not yet an authorized price — it becomes one only when you verify it through Verify Statements.

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Source labels

  • Pasted text is labeled Pasted pricing.
  • Uploaded files are labeled with the file name.
You can add more sources to the same Book later without recreating it.

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If it does not work

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Next

Review the draft

Inspect the extracted Book draft and correct meaning.

Answer questions

Resolve clarification questions grouped by consequence.