Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
Sales
Quotes
Pipeline-linked quotes with realistic statuses and owners.
Coach · Quotes tie to leads and jobs — send, track opens, and convert to invoices without retyping.
Simulation / Demo only
AI quote generation flow
Staged quote demo only. It creates no public link, sends no email, and writes no CRM records.
AI drafts scope
Public link created
Customer approves
Invoice handoff ready
AI drafts scope
Demo state
Public link created
Preview URL only
Customer approves
Demo state
Invoice handoff ready
No email sent
Ashley Homes opened QT-4412 twice today — LedgerAI can attach deposit when they accept.
| Quote | Client | Title | Amount | Status | Sent |
|---|---|---|---|---|---|
| QT-4412 | Ashley Homes LLC | Full roof replacement | $42,800 | Viewed | Today · 8:12 AM |
| QT-4411 | Mike Torres | HVAC tune-up + filter | $2,100 | Accepted | Yesterday |
| QT-4410 | Cedar Ridge PM | Multi-unit gutter scope | $18,400 | Sent | Mon |
| QT-4409 | Sarah Johnson | Kitchen refresh | $9,650 | Draft | — |