Quotify
Quotify Academy

Workflow Tutorials

Short, task-based walkthroughs for the Quotify actions customers repeat most often.

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A laptop workflow walkthrough beside a three-step checklist
4 focused lessonsEach tutorial is designed around one outcome, so customers can return to it while working.
In this collection

Workflow Tutorials lessons

Short, task-based walkthroughs for the Quotify actions customers repeat most often.

01
7 min

Upload and organise project information

Build one reliable source set and spot files that are duplicated, outdated or missing.

02
6 min

Review estimate health

Move from summary risks to the cost lines that need evidence or a commercial decision.

03
8 min

Inspect AI reasoning

Check how scope, quantity and materials were inferred, then record the reviewer decision.

04
7 min

Prepare a client report

Select the right output, check the included sections and verify the issued total.

Use this checklist

  • Follow the walkthrough with a test project
  • Pause to verify each review state
  • Record changes instead of relying on memory
  • Repeat the report check before sharing