Quote Atelier
The Quote Atelier uses the same options and prices as the Studio, FLIP and the Showcase — so the formal quote is finished in the meeting, not rebuilt days later from another price list.
The Quote Atelier, live — a quote built from the catalog the customer designed with.
The quote is built from the same options and prices as the Studio, FLIP and the Showcase. Change the catalog once — every new quote agrees with the number the customer already saw.
A survey opens the options for each discipline, and each one carries its own inclusions and its own warranty — both written into the quote, not pasted in from a generic template.
Adjust any line, adjust the total, then send the quote as a PDF and by email. The invoice is generated from that quote — the numbers are never re-typed.
Genius inside — Genius opens this quote from a FLIP cart or a conversation. The numbers in it come from the same catalog the customer designed with.
Days later is too late. The quote belongs in the meeting.
Finish a quote or invoice inside a live room and it lands in the room chat as a printable document, in front of the customer.