Docs / Boxx

Draft & revise with Boxx

Overview

Tell Boxx what the job is and it drafts a quote — priced from your own past jobs, not made up. When the customer wants changes, you don't start over: you tell Boxx the change in plain words and it makes a new version, keeping the old one. One job, one running history.

Before you start

  • Nothing to set up. If you've connected QuickBooks or imported past jobs, Boxx prices smarter from day one — but it works without that too.
  • On the Free plan, drafting is metered per month. See docs/account/plans.

Draft a quote

  1. Open Boxx (the bubble, or press ⌘J).
  2. Tell it the job — who it's for and what the work is. For example: "Quote 50 aluminum brackets for Northwest Fabrication."
  3. Boxx finds or creates the customer and the job, then drafts the quote — line items, quantities, and prices. It shows you the draft right in the chat.
  4. Don't have line items yet? Ask Boxx to use a template: "Use my powder-coating template for this." It lists your templates and applies the right one.
Each line gets a price tag for where the number came from — your history, an industry benchmark, an AI estimate, or your own override. So you always know what's grounded and what's a guess.

Revise a quote

  1. With the quote open in the chat, say the change — add, remove, or adjust anything. For example: "Drop the rush fee and add 10 more brackets."
  2. Boxx makes a new version — v2, v3, and so on — and keeps the earlier one intact.
  3. Ask for as many changes as you need. Setell never overwrites a quote; every change is a new version with a record of what changed.

What happens next

  • The draft lands on the job at Awaiting approval, ready for you to send.
  • Each revision bumps the version. The customer's link always shows the latest one — same link, newest quote.
  • Boxx runs a quick pricing check as it drafts. If something looks off versus your history, it tells you before you send (see docs/autonomy/pricing-analyst).
  • Nothing goes to the customer until you say send. See docs/quotes/send.

Troubleshooting

  • The price looks wrong. Just tell Boxx the right number — "make the brackets forty dollars each" — and it revises. Or edit line items by hand on the quote page (docs/quotes/edit-line-items).
  • Boxx says it can't classify a change. When it's not sure what you mean, it asks instead of guessing. Spell out the change a bit more.
  • It made a new version when I only wanted a small edit. That's by design — every change is its own version so you never lose the original. The old one is still there.
  • "You've hit your draft limit." Drafting is metered on Free. See docs/account/plans.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Will Boxx ever rewrite a quote from scratch? No. After the first draft it only applies the change you asked for — your numbers and notes stay put.
  • Where do the prices come from? Your own signed jobs first, then QuickBooks history, then industry benchmarks, then a careful estimate — labeled so you can tell which.
  • Can I see the old version after a revision? Yes. Every version is kept on the job. See docs/quotes/revisions.
  • Can I draft from a template? Yes — ask Boxx to use one, or pick it on the quote page.

Related

docs/quotes/revisions · docs/quotes/edit-line-items · docs/quotes/send · docs/autonomy/pricing-analyst · docs/boxx/what-you-can-ask

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.

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