客户发几张窗户照片，你发回一份带图、带价、能在线签的方案。
The customer sends a few window photos. You send back a drawn, priced proposal they can sign online.
QuoteFlow 给门窗安装商用。不用先上门量尺，就能把一条线索推进到签约。整个过程五步，下面按顺序讲每一步你做什么、系统替你做什么、客户看到什么。
QuoteFlow is for window and door installers. It moves a lead to a signed agreement before anyone drives out to measure. Five steps; for each one, here is what you do, what the system does for you, and what the customer sees.
客户拍照提交
The customer sends photos
目的：让不愿意约上门的客户，用两分钟把项目信息交给你。
Goal: a customer who will not book a visit hands you the project in two minutes.
你做
You
- 工作台点 Create customer link，填客户名和邮箱。
- Click Create customer link in the workspace, enter the customer's name and email.
- 系统发邮件，或复制链接自己发短信。
- The system emails it, or copy the link and text it yourself.
- 没有客户参与也行：New project 只填一个名字，直接进配置器自己画，之后一样能出分享页、提案和合同。
- No customer needed either: New project takes just a name and opens the configurator to draw from scratch; the design sheet, proposal and documents work the same.
客户看到
Customer sees
- 带你品牌的页面，三步：几扇窗、什么类型、拍照。
- A page in your brand, three steps: how many windows, what type, photos.
- 拍照时把一张打印纸贴在玻璃上当比例尺。
- A sheet of printer paper taped to the glass gives the photo a scale.
系统自动
System
- 建线索、存照片、通知你。
- Creates the lead, stores the photos, notifies you.
- 客户短信发来的照片也能直接录入（New from photos）。
- Photos a customer texted you can be entered directly (New from photos).
系统识别照片，立即报出三档价格
The system reads the photos and prices instantly
目的：客户提交的那一刻就看到数字，不用等你回复。
Goal: the customer sees a number the moment they submit, without waiting for you.
系统自动
System
- 按你的价格规则算出 Good / Better / Best 三档区间：窗数、窗型、尺寸档位、选项加价。AI 不参与算价。
- Prices Good / Better / Best from your pricing rules: count, type, size bands, option add-ons. AI never sets a price.
- AI 识别每张照片：窗型、数量、框材、开启方式、玻璃、格栅、状态，并用参照物算出规划尺寸。
- AI reads each photo: type, count, frame material, operation, glass, grilles, condition, plus planning sizes from the reference sheet.
- 把照片和客户备注合成一份项目草稿，等你确认。
- Combines photos and the customer's notes into a project draft for you to confirm.
客户看到
Customer sees
- 三档价格区间和每窗单价，标注"初步估价、以现场复尺为准"。
- Three price ranges and a per-window figure, labelled preliminary and subject to onsite measurement.
- 点 Confirm 确认数量和窗型，价格随即锁定。
- Confirms count and type with one click; the price is then locked.
你做
You
- 事先在 Pricing rules 填好三档单价，或上传现成价格表（PDF、照片、CSV 都行）让系统读。
- Fill in Pricing rules once, or upload your existing price sheet (PDF, photo or CSV) for the system to read.
- 收到通知后在 Photo review 看 AI 框对不对，置信度低的它会提醒你确认。
- On notification, check the AI frames in Photo review; low-confidence items ask you to confirm.
耗时：价格即时；照片识别约 10 秒一张。
Timing: price is instant; photo analysis takes about 10 seconds per photo.
你在配置器里画图定稿
You draw and finalise in the configurator
目的：把 AI 的草稿变成客户和供应商都能看懂的设计和报价。
Goal: turn the AI draft into a design and price the customer and your supplier can both read.
你做
You
- 打开 Sales configurator，点 Use this draft 载入 AI 草稿。
- Open the Sales configurator and click Use this draft.
- 每个开口画立面图：选模板或自己画网格（加减列行、合并窗格）、选异形轮廓、点窗格定产品和开向。
- Draw each opening: pick a template or your own grid (add columns and rows, merge panes), choose a shaped outline, click a pane to set product and handing.
- 尺寸会自动带出版式和开启扇：小窗整扇开，宽的分两扇，更宽的两侧开、中间固定；配置器里核对一下再保存，阈值可在「版式规则」里改。
- Sizes pick the layout and operable sashes automatically: small openings open as one sash, wider ones split in two, wider still get operable flankers around a fixed centre. Check it in the configurator; change the thresholds under Layout rules.
- 点图上的标线数字直接输入尺寸；拖中梃；填框材、玻璃、颜色、格栅、安装方式。
- Click a dimension label to type a size, drag mullions, then set frame, glass, colour, grilles and installation.
- 点 Recalculate and save。
- Click Recalculate and save.
系统自动
System
- 按每个窗格的产品、尺寸和选项重新算价。
- Reprices from each pane's product, size and options.
- 生成带 1/16 英寸标线的立面图，用在客户页、PDF 和文档里，处处一致。
- Draws elevations with 1/16" dimension lines used identically on customer pages, PDFs and documents.
- 有图纸的项目：上传 PDF，系统抽出门窗表供你复核后一键应用。
- Projects with plans: upload the PDF and the system extracts the schedule for review and one-click apply.
客户看到
Customer sees
- 同一条链接上的提案已更新。
- The proposal on the same link is updated.
- 可选：发一条不带价格的设计分享页，只看图和配置，能下载 PDF。
- Optional: a no-price design sheet link with drawings and configuration only, downloadable as PDF.
客户看提案和效果图，选方案
The customer reviews the proposal and renders
目的：让客户在自家照片上看到新窗户的样子，把犹豫变成选择。
Goal: show the customer the new windows on their own photo and turn hesitation into a choice.
你做
You
- 点 Create draft job，锁定窗表和价格。
- Click Create draft job to lock the schedule and price.
- Photo design concepts：选一张客户照片，把线框拖到窗洞上，选框色和玻璃。
- Photo design concepts: pick a customer photo, drag the drawing onto the opening, choose finish and glass.
- 点 Generate AI render，看过效果图后勾选给客户看。
- Click Generate AI render, check the image, then tick to show it to the customer.
系统自动
System
- 用客户的照片生成照片级效果图：新窗户、你选的颜色和格栅，墙面和窗外景保持原样。
- Generates a photorealistic render from the customer's photo: the new unit in your finish and grilles, wall and view unchanged.
- 记录客户每次打开、选择和回复的时间。
- Records every open, choice and reply with its time.
客户看到
Customer sees
- 三档方案、带图窗表、配置明细、自家照片上的效果图。
- Three packages, the illustrated schedule, configuration, and the render on their own photo.
- 选 Good / Better / Best，批准，或写修改要求；也可以直接预约复尺。
- Picks Good / Better / Best, approves, or writes what to change; can also book the measurement.
耗时：效果图约两三分钟，完成后通知你。
Timing: a render takes two to three minutes and notifies you when ready.
你发报价单和合同，客户在线签
You issue the quote and agreement, the customer signs online
目的：先签再上门，复尺变成履约环节而不是销售环节。
Goal: sign first, measure second; the site visit becomes fulfilment, not sales.
你做
You
- Job workspace 里点 Issue quote 或 Issue agreement，预览后 Send。
- In the Job workspace click Issue quote or Issue agreement, preview, then Send.
- 企业信息、条款、质保、币种在 Documents 里填一次就够。
- Business details, terms, warranty and currency are set once in Documents.
- 签约后上门复尺，在 Estimate 里录入实测尺寸。
- After signing, measure onsite and enter the real sizes on the estimate.
系统自动
System
- 生成 US Letter PDF，价格和图纸冻结在签发那一刻。
- Produces a US Letter PDF with prices and drawings frozen at issue time.
- 客户接受后把工作单推进到 Approved 并通知你；范围改动会自动作废旧文件。
- On acceptance moves the job to Approved and notifies you; scope changes retire old documents automatically.
- 线索的每一步进时间线；跟进邮件、CSV 导出、CRM Webhook 都在工作台。
- Every step lands on the lead timeline; follow-up email, CSV export and CRM webhooks live in the workspace.
客户看到
Customer sees
- 私密链接里的报价单或合同，可下载 PDF。
- The quote or agreement on a private link, downloadable as PDF.
- 填姓名、勾选同意，点 Accept 即完成签署；也可以 Decline。
- Types their name, ticks consent and clicks Accept to sign; Decline is also there.
三个最常问的问题
Three questions everyone asks
不是。价格只来自你在 Pricing rules 里填的规则；AI 只负责看照片、读图纸、读价格表。没有启用的价格规则时，客户链接会提示估价尚未开放。
No. Prices come only from the rules you enter in Pricing rules; AI only reads photos, plans and price sheets. Without an active rule set the customer link says pricing is not ready.
不能。照片尺寸是给报价用的规划参考，每一页都写明以现场复尺为准；签约后再上门量，实测值录入系统。
No. Photo sizes are planning references for the quote and every page says so; measure onsite after signing and enter the real sizes.
客户已经看到的锁价页和已签发的文件不会变。你在配置器改完再保存，系统签发新版本、退役旧链接，客户永远看到的是明确的新版本。
Locked pages and issued documents never change. Save again in the configurator and the system issues a new version and retires the old link, so the customer always sees an explicit new version.
Business 设置里填品牌、联系方式、单位制（英寸或毫米）和预约日历；Team 里邀请同事；Free 版按每月完成的客户估价计数，Billing 里随时升级 Pro。
Business settings hold brand, contact details, unit system (inches or millimetres) and the booking calendar; invite colleagues in Team; the Free plan counts completed customer estimates per month and Billing upgrades to Pro any time.
开始使用只要三步
Getting started takes three steps
注册并验证邮箱 → 欢迎页填品牌和三档单价 → 给第一位客户创建链接。
Sign up and verify your email → enter your brand and three tier prices on the welcome page → create a link for your first customer.