> ## 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.

# Reviewing and approving quotes

> The quote pipeline: what needs your approval, what goes out on its own, and how to approve, adjust, or decline.

The Quote Desk is a single list grouped by where each quote stands — not a kanban board. Most quotes move through on their own: the agent prices, sends, collects a deposit, and books a slot. You step in when a quote is held for your approval or when a request needs manual pricing.

## The pipeline at a glance

Open the **Quote Desk** to see every quote, grouped by status:

| Lane                             | What's there                                                                        |
| -------------------------------- | ----------------------------------------------------------------------------------- |
| **Needs you**                    | Quotes held for your approval. Oldest first — the longest-held job is on top.       |
| **Being quoted**                 | New requests the agent is working on, or quotes ready for you to price manually.    |
| **Quoted, waiting on customer**  | Quotes sent to the customer, awaiting their response. Shows expiry countdown.       |
| **Deposited — needs scheduling** | The customer paid a deposit but hasn't picked a slot. Re-share the scheduling link. |
| **Deposited & booked**           | Deposit paid, slot booked. The job is on your Bays.                                 |
| **Completed — awaiting payment** | Job done, balance link sent but not yet paid.                                       |
| **Closed**                       | Fully paid, expired, or declined.                                                   |

Each quote row shows the vehicle, channel (web, text, email, form), customer name, job details, response time, and current status. Click any row to open the quote detail page.

## Approve a held quote

When a quote lands in **Needs you**, the approval card shows everything you need on one screen: photos, the vehicle, the suggested price range, and why it was held. An agent note explains the hold reason — for example, "Over your \$3,500 approval threshold" or "Matte / satin factory paint needs your review."

<Steps>
  <Step title="Review the quote">
    Check the photos, the vehicle, the price range, and the agent's note about why it was held. Click the vehicle name to open the full detail page if you need the price derivation or conversation history.
  </Step>

  <Step title="Approve to send">
    Click **Approve $X–$Y** to send the quote to the customer as-is. The quote moves to *Quoted, waiting on customer* and the customer receives the price range with a link to pay the deposit and pick a slot.
  </Step>
</Steps>

## Adjust a held quote's price

If the suggested price isn't right, you can change it before sending.

<Steps>
  <Step title="Click Adjust price">
    On the approval card, click **Adjust price**. Two dollar fields appear — **low** and **high** — pre-filled with the agent's suggested range.
  </Step>

  <Step title="Enter your price">
    Type the low and high amounts you want to quote. The high must be greater than or equal to the low.
  </Step>

  <Step title="Add a reason (optional)">
    Type a short note explaining the adjustment. This is for your records — the customer sees the price, not the reason.
  </Step>

  <Step title="Send the adjusted quote">
    Click **Send adjusted quote**. The quote goes out with your numbers and moves to *Quoted, waiting on customer*.
  </Step>
</Steps>

If you find yourself adjusting the same package often, [update your price book](/quoting/price-book) so the agent prices it correctly going forward.

## Decline a quote

When a job isn't one you want to take — wrong fit, no capacity, or you'd rather handle it in person — decline it.

<Steps>
  <Step title="Click Decline">
    On the approval card, click **Decline**.
  </Step>

  <Step title="Confirm the decline">
    Click **Decline and hand to me**. The agent tells the customer you'll follow up personally, and the conversation is flagged for you in your Inbox. The quote moves to *Closed*.
  </Step>
</Steps>

Declining doesn't end the conversation — it hands it back to you. The customer stays in your Garage and you can reach out directly.

## Price a quote manually

Some quotes arrive without a price — either the agent couldn't identify the vehicle and service confidently, or the package is set to **Never auto-quote** in your price book. These appear in **Being quoted** and show a *Price this quote* panel when you open them.

<Steps>
  <Step title="Open the quote">
    Click the quote in the *Being quoted* lane to open its detail page.
  </Step>

  <Step title="Select the vehicle class and package">
    Use the **Vehicle class**, **Service**, and **Package** dropdowns to match what the customer is asking for. If the service has product lines (like gloss vs. stealth PPF), pick one from the **Product line** dropdown.
  </Step>

  <Step title="Check applicable conditions">
    If any condition modifiers apply (heavy paint correction, oversized vehicle, matte paint), check the boxes. The preview updates instantly.
  </Step>

  <Step title="Review the preview">
    The *Customer sees* box shows the exact price range and how it was derived — the same calculation the agent uses.
  </Step>

  <Step title="Send or hold">
    Click **Price & send to customer** to send the quote immediately. If the selection exceeds your approval threshold, the button reads **Price & review** instead — the quote is held for your own approval before it goes out.
  </Step>
</Steps>

## What you see on a quote's detail page

Click any quote in the pipeline to open its detail page. You'll see:

* **Photos** the customer sent, with the vehicle identification.
* **Price derivation** — a line-by-line breakdown showing how the range was computed from your price book (base price, product line adjustment, modifier surcharges, rounding).
* **Conversation link** — jump to the full thread in your Inbox.
* **Delivery date** — if the customer mentioned a deadline, it appears with an urgency tag.
* **Payments** — deposit and balance records, with refund actions when applicable.
* **Decision actions** — approve, adjust, or decline (when the quote is held).
* **Scheduling link** — re-share the slot picker when a deposited job needs scheduling.
* **Complete job panel** — mark the job done and collect the balance (when deposited or completed).

## Next steps

<CardGroup cols={2}>
  <Card title="Deposits and scheduling" icon="calendar-check" href="/quoting/deposits-and-scheduling">
    How a customer pays a deposit and picks their slot from the quote link.
  </Card>

  <Card title="Balance and final payment" icon="credit-card" href="/quoting/balance-and-final-payment">
    Collecting the remaining balance when the job is done.
  </Card>
</CardGroup>