Dashboard
Open Quotes0
Pipeline Value$0
Won This Month0
Avg Gross Margin—
Win Rate—
Recent Quotes
| Quote # | Customer | Project | Total | Status | Date |
|---|
No quotes yet. Create your first quote to get started.
New Quote
1. Project
2. Line Items
3. Pricing
4. Review
Project Details
Reference Documents
Upload a past quote, artwork, or spec sheet. The AI will extract line items and suggest pricing.
Drop files here or
PDF, PNG, JPG — quotes, artwork, spec sheetsProject Factors
Line Items
Items: 0
Subtotal: $0.00
Pricing Strategy
AI Pricing Assistant
Adders & Adjustments
Quote Summary
| Item | Qty | Rate | Amount |
|---|
Estimator Notes
Outcome Tracking
📋 Activity Timeline
No activity recorded yet.
IBP Intake
Drop your entire Initial Bid Packet — checklist, quote, drawings — and AI extracts everything.
Upload IBP Documents
Drop PDFs, images, or photos of your pricing checklist, quote, and drawings. Handwritten notes will be read too.
Drop files here or
PDFs, PNG, JPG — checklists, quotes, drawings, photosQuote Library
| Quote # | Date | Customer | Project | Market | Total | Margin | Status | ||
|---|---|---|---|---|---|---|---|---|---|
No quotes in library yet.
Reference Pricing Database
| Sign Type | Category | Avg Unit Cost | Avg Sell Price | Avg Margin | Last Used | Uses |
|---|
No reference prices yet. Add items or import from past quotes.
Analytics
Total Quotes0
Total Won Value$0
Avg Quote Size$0
Win Rate—
Margin Distribution by Market
Win/Loss by Bid Pressure
Admin Settings
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MarginFlow v0.9.3