> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote Workspace

> Build and track sales quotes on a Sheet — quotes and lines as two tabs, the App as the form, every change a versioned Sheet write.

> Build and track sales quotes on a Sheet — quotes and lines as two tabs, the App as the form, every change a versioned Sheet write.

A sales quote builder over one Sheet: a Quotes worksheet (customer, PO number, dates, currency, total, status) and a Lines worksheet (item, description, quantity, unit price, amount). The App lists quotes, shows one with its lines, adds quotes and lines, moves a quote through draft, sent, accepted and declined, and recalculates its total — every write is a Sheet mutation with optimistic concurrency, so the Sheet stays the single record and a pricing or order-entry Agent can be attached to its changes later. No NetSuite connection is needed.

**Business area:** Sales & CRM · **Type:** App

**Built for:** Sales rep, Sales ops, Order desk

## Data and resources

* **Quotes sheet** (Sheet): One Sheet containing Quotes and Lines. The App validates changes, calculates totals, and checks for concurrent edits before saving. The default creates both worksheets.
* **View preferences** (App state): The selected quote and status filter, per viewer.

## Install and use

Open **Library → Apps** in Erstan and select **Quote Workspace**. Review its requirements, choose a destination and the requested resources, then complete the installation review. See [Adding Apps](/marketplace/add-apps).

Open the installed App from **Artifacts**. Review its data and setup status before sharing it. Later edits remain a draft until you publish them. See [Create and edit an App](/apps/create-edit).

## Access and actions

The App uses the viewer's access to its connected systems and resources. App sharing does not share credentials or grant access to a Sheet, Database, or Data Source. Actions follow the configured permissions and approval policy. See [Connect App data](/apps/data).