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Knowledgebase

QuotePilot

Generate quotes instantly, on autopilot. Connect your inbox and let AI handle the back-and-forth — closing deals faster than ever.

How to Access the QuotePilot's Agent Dashboard?

How to Add a New Resource?

How to Download Uploaded Resource?

How to Delete a Resource?

How to Configure Automation Settings?

How to Access Inbox Settings?

How to Setup Outlook Integration?

How to Remove a Connected Email Account?

How to Configure Other Email Services?

How to Update Agent Status?

How to Update a Business Name?

How to Configure Business Working Days?

How to Configure Timezone & Sign off settings?

How to Customize the AI Prompt?

How to Generate a New Quote?

How to View Quote Requests?

How to Save a Quote?

How to Send a Quote?

How to View Email Logs?

How to Access Customers' Details?