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Set up your account, understand the product, and create your first quote.
By Styrbjörn1 author6 articles
How GelatoConnect Estimator worksUnderstand how GelatoConnect Estimator turns a customer request into a priced quote — what the AI interprets, what your Estimate Setup configuration controls, and which surface you use at each…
Create your first estimateUse this article when your tenant is freshly provisioned and you want to run a quote on the template configuration before you start customising machine rates…
How quote creation worksUse this article when you have run a first estimate but want to understand what happens between paste and price.
Minimum setup for quotes referenceThis reference describes which Estimate Setup objects must exist before Calculate can return a price for a given product category.
Troubleshoot first quote failsUse this article when your first onboarding quote shows Unable to calculate estimate or returns no price breakdown after you select Calculate.
Troubleshoot cannot calculate estimateUse this article when Calculate ends with Unable to calculate estimate or returns no route after the AI assistant has populated every field.