What quoting best practices are
Two integrators quoting the same job produce two different quotes. You have your own preferred products, your own way of grouping them, your own room and system names, and rules you apply to every job without thinking about them.
Quoting best practices are where you write that down once. It is a single piece of text describing how your company builds quotes, and D-Tools Intelligence follows it whenever it helps build one, including every Quote Assist run.
They apply to your whole account. There is one set, and it is used no matter which quote template a quote was created from.
Where to find them
Go to Settings, open the Quote section, and choose Quote Best Practices.
You need the Manage quote AI prompts permission to edit them, or the account and subscription permission. Without either, the page opens read only and tells you to ask an administrator for access. If the page says best practices are not available for your account yet, the feature is not switched on for you.
What belongs in them
Write about how you quote, not about a specific job. Useful material includes:
The products and brands you standardize on, and the ones you avoid
How you group items into rooms and systems, and the names you use for both
Conventions your team follows on every quote, such as always including a specific accessory or always splitting a job into phases
Assumptions and exclusions you state as a matter of course
Anything you find yourself correcting on the output over and over
What best practices cannot do is override your source material. If a survey says one thing and your best practices say another, the survey wins and the difference gets raised as an open question rather than quietly resolved.
Building them from a quote you have already finalized
You do not have to write them from a blank page. The wizard on this page writes them for you from quotes you have already finished, in three steps.
Get started. A short explanation and a Continue button.
Build examples. Pick a finalized quote whose scope of work and line items are the kind of output you want, then curate exactly which inputs produced it. This second part matters. The wizard lists the sources on that quote and its opportunity and asks you to opt in only to the ones that genuinely drove the result. You can also upload files into the example, and paste a transcript inline if the original input was never attached to the quote. Only text inputs are read today.
Generate. The wizard writes a set of best practices from your examples, or refines your existing ones if you already have some. When it finishes you get:
A summary of what it wrote and how many examples it read
A comparison against your previous version, so you can see exactly what changed
A match score showing how closely the new best practices reproduced your own examples
The important part: what the wizard produces is saved as a new version, and it is not live. Nothing changes about the quotes your team builds until you apply that version in the editor.
The advanced editor
Below the wizard, Advanced opens the full editor. This is where you write or adjust the text directly, and where versions are managed.
The version dropdown lists every saved version, including the D-Tools default.
Apply makes the selected version the live one.
Restore default goes back to the D-Tools default text.
Save changes saves your edits as the live version.
The editor also shows whether your account is currently running customized best practices or the default, so you always know what is in force.
Ask D-Tools sits alongside the editor and can work on the text with you. You can ask it to make the text more concise, add a rule, describe the items you usually quote, or explain what the current rules would do to a quote.
How they get used
Once a version is live, it is used at both ends of a Quote Assist run: when D-Tools Intelligence works out the plan for the job, and again when it matches every line to a product. That is why a change here shows up as different room names, different groupings, and different product choices on the next run.
Changing best practices does not alter quotes that already exist. It affects the next run, not the last one.