Work collection

Catalog and quotes

Keep products and services reusable, then create controlled quotes with review, delivery, and buyer response history.

Published guidance

11 guides

understand

Understand the capability

Build the mental model, terminology, and decision boundaries before changing live work.

conceptUnderstand the WRKZY catalog

Understand how WRKZY separates reusable products, services, governed prices, customer interest, deal value, and versioned buyer quotes.

3 min read · Owner, Admin, Member

referenceUnderstand buyer review, verification, and responses

Understand the secure buyer quote experience, identity verification, package and quantity selection, acceptance, questions, declines, and change requests.

3 min read · Owner, Admin, Member

referenceUnderstand quote PDFs and lifecycle history

Understand what a quote PDF preserves, how quote lineage and activity differ, and which records prove publishing, delivery, viewing, revision, and response.

3 min read · Owner, Admin, Member

Complete the work

Follow the product workflow, verify the resulting state, and leave a visible next action.

how toApprove and revise a quote

Review quote approval requirements, record an approval decision, and create a traceable revision instead of overwriting an offer already shared.

3 min read · Owner, Admin, Member

how toConfigure quote branding and numbering

Configure workspace quote brand identity, contact details, date display, and collision-safe numbering before customer-facing offers are issued.

3 min read · Owner, Admin

how toCreate products and services

Create quote-ready products and services with stable identity, pricing, tax, units, visibility, imagery, and optional WhatsApp catalog mapping.

3 min read · Owner, Admin, Member

how toImport and export catalog records

Import products and services from a reviewed CSV, resolve duplicate codes and row errors, and export the current catalog for controlled reconciliation.

3 min read · Owner, Admin, Member

how toManage quote delivery and follow-up

Use quote delivery evidence, buyer engagement, validity, response state, and linked customer context to plan safe follow-up and recover failed sends.

3 min read · Owner, Admin, Member

how toShare a quote with a buyer

Publish and share a quote through the correct email or WhatsApp path after verifying recipient, approval, session or template rules, PDF, and secure link.

3 min read · Owner, Admin, Member

how toUse catalog insights and customer interests

Review demand, quote conversion, share activity, objections, price health, and AI-detected customer interest before updating CRM records or follow-up.

3 min read · Owner, Admin, Member

operate

Operate it well

Apply controls and habits that keep the capability useful as volume and responsibility grow.

best practiceCreate and review a customer quote

Build a governed quote from verified customer, deal, catalog, package, pricing, validity, and terms context, then complete a pre-send review.

3 min read · Owner, Admin, Member