Only in ways you approve. On a quote that already has items, it adds new lines freely, but where it thinks a planned item should take the place of a line already there, it flags it as a replacement and waits for you. Nothing is swapped or deleted without your click.

Three likely reasons, in order.

Quote Assist builds the product list. Labor, packages, allowances, pricing, taxes, and terms are all yours to add afterward, the same way you always have.

Either it is a link rather than an uploaded file, so there is nothing to read, or the file was opened and produced nothing readable. Uploading a readable copy of the same document, for example exporting to PDF, usually solves it.

Quote Assist reads everything you check in one pass, and that pass has a limit. The percentage on each row is how much of that limit the source uses, measured from the file itself rather than guessed. The bar at the top totals up everything you have checked.

If the selection goes over, uncheck something. The percentages tell you which documents are the expensive ones. There is more on this in Quote Assist: Choosing your sources.

Nothing has read that file yet, so its size is genuinely unknown. Click Process and Quote Assist reads it and fills in the real number. For Word and Excel files, processing is also what makes the contents readable to Quote Assist in the first place.

Yes. It reads the quote as it currently stands, so it will not blindly duplicate what is already there, and it proposes replacements rather than making swaps on its own. Running it again is also the answer after you cancel a run partway.

They stay on the quote. Cancelling stops the work, it does not undo it, and the card tells you how many items were added before you stopped it. There is no resume, so if you want the rest, run Quote Assist again.

Yes. The run continues if you navigate away or close the tab. Come back to the Items page and the progress picks up where it left off.

When Quote Assist matches a line to a product you do not carry, that product is added to your catalog along with the quote line. In the review list, every candidate is badged so you know before you accept whether it is already in your catalog or is about to be added to it.

Change it the way you would change any line on a quote. If the row is still in your review list, use Pick something else to search for the product you want, which resolves the row into the same room and system.

If you find yourself making the same correction repeatedly, that is worth writing into your quoting best practices so future runs get it right the first time.

Yes. The chat panel beside the quote can add, change, remove, and move items, create locations, and resolve the rows waiting on your review. It knows which quote you are on, so "add two more ceiling speakers to the Great Room" is enough on its own. If the panel is not showing, open it from the chat icon in the top bar.

That is what quoting best practices are for. An administrator can describe your products, groupings, room and system names, and standing conventions once, and every run follows them. See Quote Assist: Quoting Best Practices.

It is rolling out gradually, so it may not be switched on for your account yet. Beyond that, you need the Create and manage quotes permission, and it is not offered on a quote you only have read access to.