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Quotes is a work list, not a sales CRM. It shows requests the Book has answered, grouped by what needs your attention. Customer identity is contextual to each quote — there is no standalone customer database to navigate.

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What you see

When you open Quotes, the page shows:
  1. Autonomy banner — A chip naming the book’s current autonomy posture and a one-line explanation of how requests are being handled.
  2. Five attention buckets — Counts for each stage of the owner’s attention.
  3. Quote table — A compact row per quote with customer, service, amount, state, book version, and an action when one is available.

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The five work-list views

Each bucket is a stage of your attention, not a raw state. Several quote states can share one bucket: Clicking a bucket filters the table to those quotes. The counts always cover every quote in the workspace, regardless of the current filter.

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The autonomy banner

A Live Book does not answer customers on its own from the first day. It climbs an explicit five-rung ladder, and the rung it sits on decides what happens to each real request: The banner names the book-wide default rung and its posture. If you have per-offering overrides, those are visible on the Book’s autonomy settings — the banner shows the book-wide default.
A freshly published Live book with no comparison evidence starts in approval-first. It never defaults to autonomous offers. Shadow mode requires a human or historical baseline to compare against.

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The quote table

Each row shows:
  • Customer — The customer name, if known. Links to the quote receipt.
  • Service — The service key the request was evaluated against.
  • Amount — The offered price or range, or an em dash when not yet priced.
  • State — A chip showing the quote’s current state.
  • Version — The pinned book version the quote was evaluated against.
  • Action — When the quote is in a state that permits an action, a link appears. For example, a quoted quote shows Create commitment.

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What Quotes is not

Quotes is not:
  • A sales CRM or pipeline.
  • A customer database.
  • An inbox for general conversations.
  • A revenue or conversion dashboard.
Customer context lives with the quote. When you need the full record of what the Book offered and why, open the quote receipt.

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Start here

Understand quote outcomes

What each outcome means and what to do about it.

Review a Quote

Inspect the inputs, result, derivation, and review state of a quote.