> ## 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.

# Your price book

> Edit services, packages, vehicle classes, and the rules that control which quotes go out on their own.

Your price book is the single source of truth for every quote the agent sends. It's a grid of explicit prices — services down the side, packages within each service, vehicle classes across the top — plus the rules that decide when a quote goes out automatically and when it waits for you. The agent never invents a price; it computes from the numbers you publish here.

## How the price book is organized

Go to **Quote Desk → Price book** to open the editor. The page has four main parts:

* **Service tabs** across the top — Paint protection film, Window tint, Ceramic coating, Detailing. Click a tab to edit that service. Add your own with **Add service**.
* **Packages × vehicle classes grid** — the heart of the book. Each cell is an explicit low–high dollar range for that package on that vehicle class.
* **Condition modifiers** — surcharges the agent applies from photos and answers (heavy paint correction, pet hair, oversized vehicle).
* **Quote policy** — global settings: deposit amount, approval threshold, and quote validity.

Changes you make stay in **draft** until you publish. The agent only quotes from the published book.

## Edit prices

<Steps>
  <Step title="Open the service tab">
    Click the service you want to edit — for example, **Paint protection film**.
  </Step>

  <Step title="Edit a price cell">
    Each row is a package (Partial front, Full front, Track package, Full body). Each column is a vehicle class (Compact, Sedan, SUV, Truck, Exotic). Click the **low** or **high** dollar field in a cell and type your price.
  </Step>

  <Step title="Leave a cell blank to flag it">
    A blank cell means "ask me" — the agent won't guess a price. It collects photos and hands the quote to you instead. Click the **×** next to a price to clear it, or click **ask me · set price** to add one.
  </Step>

  <Step title="Add or rename vehicle classes">
    Click **Add vehicle class** for a new column. Click into a column header to rename it. Remove a class with the **×** next to its name.
  </Step>

  <Step title="Add or rename packages">
    Click **Add package** at the bottom of the grid for a new row. Click into a package name to rename it. Remove a package with the **×** next to its name.
  </Step>
</Steps>

## Set auto-quote rules

Each package has a rule that controls when the agent can send a price without you. The dropdown appears under the package name in the grid:

| Rule                   | What happens                                                                                                                |
| ---------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Auto-quote**         | The agent sends the price immediately. Still held if a modifier forces review or the range exceeds your approval threshold. |
| **Hold for my review** | Every quote for this package waits for your approval before the customer sees a price.                                      |
| **Never auto-quote**   | The agent never prices this package. It collects photos and hands the quote to you to price manually.                       |

Use **Hold for my review** for high-value or complex packages where you always want the final say — full-body PPF is set to this by default. Use **Never auto-quote** for packages you only price in person.

## Configure condition modifiers

Modifiers are surcharges the agent applies based on what it sees in photos or hears in the conversation. Scroll to the **Condition modifiers** section below the grid.

Each modifier has:

* **Label** — what the agent calls it (for example, *Heavy paint correction*).
* **Adjustment** — a fixed dollar amount added to the range, or a percentage of the package subtotal.
* **Needs review** — check this to hold the quote for your approval even when the modifier doesn't change the price. Matte paint and heavy correction are flagged by default.
* **Applies to** — which services the modifier is available for. Check or uncheck services to scope it.

## Set your quote policy

The **Quote policy** section at the bottom applies to every service:

* **Deposit** — the amount collected on every accepted quote. The customer pays this to commit; it's applied toward the final total.
* **Approval threshold** — if the high end of a quote exceeds this amount, it's held for your approval regardless of the package's auto-quote rule. Set to 0 to disable the threshold.
* **Validity days** — how many days a quote is valid before it expires. After expiry, the quote moves to *Closed* and the customer needs a new one.

## Use the live preview

The **Live preview** panel on the right lets you test quotes before publishing. Pick a service, package, vehicle class, product line, and modifiers — the preview shows the exact price range and derivation the agent would send. This is the same calculation the agent uses live, so what you see is what the customer gets.

## Save and publish

<Steps>
  <Step title="Save your draft">
    Click **Save draft** to persist your changes. The draft version number appears at the top. You can save as many times as you want without affecting live quotes.
  </Step>

  <Step title="Publish to go live">
    Click **Publish** to push your draft to the agent. The published version number updates, and a fresh draft is created for your next round of edits. The agent immediately quotes from the new published book.
  </Step>
</Steps>

<Warning>
  Publishing affects every new quote the agent sends. Existing quotes that were already sent keep their original prices — only new quotes use the updated book.
</Warning>

You must save the draft before you can publish. If you see **Unsaved changes**, click **Save draft** first — the **Publish** button stays disabled until you do.

## Next steps

<CardGroup cols={2}>
  <Card title="Reviewing and approving quotes" icon="clipboard-check" href="/quoting/approving-quotes">
    What happens when a quote is held for your approval, and how to approve, adjust, or decline.
  </Card>

  <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>
</CardGroup>
