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Quote ControlQuote Control

Administration overview

Content owner: Quote Control product. Last reviewed: 23 August 2026.

Company administrators use Administration to manage users, company identity, quotation policy, reference records, commercial controls and audit data. Estimators and independent checkers cannot change company configuration.

Choose the correct tab

Section titled “Choose the correct tab”
Tab Use it to Guide
Team Create users, assign roles and manage access Team administration
Company Manage identity, quotation policy, visibility, modules, numbering and terminology Company settings
Integrations Connect the company’s OpenAI project OpenAI connection
Pilot usage Review active-user, document-storage and scope-suggestion limits Pilot limits
Reference data Maintain customers, suppliers, sites and material rate cards Reference data
Labour rates Maintain controlled labour costs and selling prices Labour rates
Controls Publish thresholds, VAT and the default parts mark-up Commercial controls and payment terms
Handover checklists Publish company-specific order controls and sign-off rules Handover checklists
Work types Maintain company-neutral quotation classifications Work types and caveats
Payment terms Publish customer wording for new quotation PDFs Commercial controls and payment terms
Caveats Maintain controlled customer wording and structured triggers Work types and caveats
Audit Review material actions and export company records Audit and exports

When changes take effect

Section titled “When changes take effect”

Quote Control uses different change models to protect work that has already been prepared, submitted or issued.

Change category Administration area Effect
Immediate account or connection change Team Role, access and session changes are enforced by the server. They do not create a policy version.
Immediate account or connection change Integrations A verified OpenAI key replaces the current connection. Saved quotations and earlier traces remain unchanged.
Future-document identity change Company profile Saved identity changes are used by future quotation PDFs. Existing issued PDFs remain unchanged.
Versioned publication Company preferences New drafts and revisions use the new policy version. Submitted revisions retain the policy version used at submission.
Versioned publication Controls and Payment terms; Work types and Caveats Publication creates a new control version. Historical revisions retain their original controls and customer documents.
Versioned publication Handover checklists New orders can select the current published version. Existing orders keep the exact version selected when they started.
Master-data change with stored snapshot Reference data Future selections use amended master records. Existing quotations retain their saved customer, site, supplier and commercial details.
Master-data change with stored snapshot Labour rates New quotation lines use amended rates. Saved quotation lines retain their commercial snapshot.
Read-only information or export Pilot usage and Audit Viewing usage, filtering audit history or exporting data does not change company configuration.

A policy version records operational company preferences. A control version records commercial rules, work types, payment terms and caveats. A snapshot is a saved copy of selected information or commercial values. A submitted revision keeps the versions it was reviewed against, and an issued PDF remains the historical customer document.

Check the change model before saving or publishing. Historical revisions, saved commercial lines and issued PDFs are deliberately protected from later administrative changes.

Before you save or publish

Section titled “Before you save or publish”
  1. Check that you are changing the intended company record or control.
  2. Review the Effect on existing work section in the relevant guide.
  3. Confirm customer wording, thresholds and prices with the authorised company owner.
  4. Save or publish once. If Quote Control reports that another administrator changed the current version, reload it and review the newer values before trying again.