> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes overview

> The work-list views for Quotes, how autonomy governs what happens to each request, and what Quotes is not.

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.

## 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.

## The five work-list views

Each bucket is a stage of your attention, not a raw state. Several quote states can share one bucket:

| Bucket              | What it contains                                                                         |
| ------------------- | ---------------------------------------------------------------------------------------- |
| Needs input         | Received requests that have not been priced yet                                          |
| Needs review        | Requests held for the owner — a review rule fired or the autonomy rung requires approval |
| Ready or sent       | Priced offers out to the customer, awaiting their decision                               |
| Accepted            | Deposit taken or the job is completed                                                    |
| Declined or expired | Turned down, or validity lapsed                                                          |

Clicking a bucket filters the table to those quotes. The counts always cover every quote in the workspace, regardless of the current filter.

## 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:

| Posture          | What it means                                                                                     |
| ---------------- | ------------------------------------------------------------------------------------------------- |
| Not set          | No autonomy rung has been chosen. Choose how this book handles real requests before it goes Live. |
| Shadow           | Running against real requests to compare with your results. No offer is sent automatically.       |
| Approval-first   | You approve or correct each result before the customer sees it.                                   |
| Bounded autonomy | Approved offers send automatically within your limits; everything else is held for you.           |
| Full autonomy    | Offers and commitments proceed within your configured boundaries.                                 |

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.

<Note>
  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.
</Note>

## 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**.

## 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](/product/quotes/review-a-quote).

## Start here

<CardGroup cols={2}>
  <Card title="Understand quote outcomes" icon="list-checks" href="/product/quotes/understand-outcomes">
    What each outcome means and what to do about it.
  </Card>

  <Card title="Review a Quote" icon="file-search" href="/product/quotes/review-a-quote">
    Inspect the inputs, result, derivation, and review state of a quote.
  </Card>
</CardGroup>
