Skip to main content

​
Quote Documents

Quote Documents are VH3’s working commercial record for follow-on work. Open Quote Documents in the sidebar, review the letter and lines, add catalog parts, check Price against the not-to-exceed (NTE) figure, snapshot a version, then ask Salma to propose edits. Path: /quoting/documents

Sales performance lists Quotient quotes

Open Sales performance (/sales) for quotes from Quotient.
Approve records an internal checkpoint. Sending the quote to the customer and capturing acceptance still happen outside this screen.

​
Browse Quote Documents

  1. Open Quote Documents in the sidebar.
  2. Stay on Live, or switch to Archived.
  3. Search with Search Quote Documents….
  4. Open a card, or use the card menu for Reopen, Duplicate, or Archive when those actions are available.
Each card shows customer, site, engineer, job Ref (the job reference your team uses), type, status, run status, total, and whether the priced net is over or under NTE. On a phone, the list uses a tighter layout. Open a document at /quoting/documents/:documentId.

​
Work a document

The header shows Total and Net, plus how many lines are still unpriced. An NTE banner appears when the priced net is over or under the agreed cap. You can still Approve when the quote is over NTE — the banner says so.

​
Quote

Commercial Narrative is the letter:
  • Overview — headline and summary of works
  • Source Job — collapsed by default; expand when you need the originating job
  • Background, Recommended works, Why needed, Exclusions, Assumptions, Validity, Next steps
Edit on this tab. If someone else saved first, refresh before you keep typing.

​
Items

Quote Lines lists description, quantity, unit, sell, and flags such as POA, TBC, or indicative. Indicative labour still shows its sell and joins the draft total — review those hours before you approve. Add part searches the parts catalog by make, part number, or title. Set the quantity, then add the line.

​
Price

The Price tab breaks out labour, materials, and the other buckets, then net priced, VAT %, unpriced counts, total, and the NTE row.

​
Versions

Create a version to checkpoint the live document. Opening an older version is read-only. Salma still works on the live document.

​
Activity

The Activity tab is the timeline for this document.

​
Lifecycle

Actions depend on the document’s status and your permissions. Typical ones:
  • Approve — internal checkpoint (see the note above)
  • Accept / Decline
  • Reopen / Duplicate / Archive

​
Ask Salma

On a Quote Document, Ask Salma is scoped to that document — the letter, lines, and price in front of you.
  • Desktop — right-hand split pane
  • Phone — full-screen Ask Salma
In the chat header: New chat, Sessions, and Close. Sessions belong to this document. Ask in plain language. Answers stream live, with thinking chrome and compact tool chips while Salma works. After a turn, a proposal card can preview narrative and line changes — Apply or Discard. In the composer, + opens saved prompts. The mic on the composer records a voice note.

​
Automate an estimate

From n8n, Salma › Generate Estimate starts a Quote Run for a job. You must supply recipient emails on the node; they are not taken from the site contact. The result lands here as a Quote Document. See the n8n community node and node reference.