Help
Get practical support for inventory upload, supply needs, quotes, orders, delivery proof, invoices, documents, and network requests.
Help detail
Submit Quote Packages
Understand line items, restricted commercial terms, delivery commitments, substitutions, documents, and review before submitting.
Help record
Submit Quote Packages
Understand line items, restricted commercial terms, delivery commitments, substitutions, documents, and review before submitting.
Quotes
Review
Available
Complete line items, delivery commitment, substitutions, and documents before submitting
Linked record context
This record is kept tied to its governing object so state, source, and next action remain clear.
Quotes
| Field | Why it matters | Signal |
|---|---|---|
| Linked record | Primary object this record is tied to. | Quotes |
| Record signal | The main amount, package, delivery, or capital signal to inspect. | Review |
| Status | Current visible state for this role. | Available |
| Next gate | Next allowed action or review step. | Complete line items, delivery commitment, substitutions, and documents before submitting |
Help workflow
Review the record summary, status, related facts, evidence, and next gate before taking action.
Line items
Quantities
Lead time
Substitutions
Required documents
Supplier notes
Evidence and source path
Evidence should stay near the decision it supports and remain visible to the right role only.
Line items
Quantities
Lead time
Substitutions
Required documents
Supplier notes
Record packet
The record packet keeps the visible facts, source state, and allowed action in one place before the user moves deeper into the workflow.
Available
| Signal | Visible value | Why it matters |
|---|---|---|
| Linked record | Quotes | Shows the governing object this record belongs to. |
| Record signal | Review | Highlights the main value, delivery, capital, or performance signal. |
| Next gate | Complete line items, delivery commitment, substitutions, and documents before submitting | Clarifies what the user can inspect or do next. |
| Source state | Source-backed | Keeps placeholder, source-backed, and planned integration data separate. |
| Visibility | Permissioned Register view | Protects private bids, quotes, payments, and restricted diligence fields. |
Record lifecycle
This record follows a source-backed review path before any governed action is taken.
| Stage | Owner | Signal | State |
|---|---|---|---|
| Record opened | Register | Quotes | Complete |
| Current state | User | Available | Available |
| Next action | User | Open quotes | Next |
| Decision support | Reviewer | Evidence and source boundary | Pending |
| Outcome | Governed workflow | Human-controlled outcome | Planned |
Quote packet
Each quote should be complete enough for a contractor to review without exposing private pricing anywhere outside the quote workflow.
Draft, submitted, selected, and not selected quote records
Restricted inside the quote package
Contractor review decides selection; AI or Register guidance does not award work
Complete line items, delivery commitment, substitutions, and documents before submitting
Record facts
Draft, submitted, selected, and not selected quote records
Restricted inside the quote package
Contractor review decides selection; AI or Register guidance does not award work
Complete line items, delivery commitment, substitutions, and documents before submitting
Governed action guardrail
Atlas may summarize this record, explain gaps, and draft questions. It cannot approve, deny, publish, pay, award, select, or execute the next governed action. Human owners remain responsible for every decision gate.