Quote Dashboard

? Downloads all quotes as a single JSON backup file (harbinger-quotes-YYYY-MM-DD.json). Use this to back up before clearing browser data or to move quotes to another computer. Quotes live in your browser only — there is no cloud sync. ? Loads quotes from a JSON backup (previous Export) or a CSV file of customers from Excel / your CRM. CSV header row names the fields (customer_business, customer_name, customer_email, model_code, quantity, ...). Need templates? Sample JSON · Sample CSV. ? Creates a blank quote pre-loaded with Vanguard rep info and the default S535 step van. Customer fields start empty. Use Example inside the editor to load the Finner Electric demo quote instead.

Save failed — storage full. Export quotes to back up, then delete old ones.

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Pipeline at a glance.

All active and historical quotes. Click any row to open in the Quote Generator.