Connect the live spreadsheet first so new work has somewhere to save.
Use the Sheets settings page to confirm which spreadsheet the team is saving into before anyone starts live work.
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Expected result
The active spreadsheet is connected, healthy, and ready for live work.
Last verified 2026-04-10
Confirm the plan, add-ons, seats, and renewal timing before the team starts using paid workflows.
Billing shows the live plan, add-ons, seats, and renewal timing after the sale is agreed.
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Expected result
The live billing setup matches the sold agreement before operators enter production workflows.
Last verified 2026-04-10
Load the pricing tables before quotes go live, including template tabs, natural supplier matrices, and quote-source uploads.
Use Pricing settings to import the template tabs or CSV files named _pricing_groups, _pricing_cells, _fabric_groups, and _pricing_rules. Natural supplier matrix workbooks can also be uploaded for draft review, then committed as the active pricing table or added as a named quote source. Files that need AI review stay non-committable until the parsed dataset is reviewed.
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Expected result
The tenant has quote-ready pricing groups, cells, fabric mappings, and any named upload quote sources before office staff create customer quotes.
Last verified 2026-06-15
Invite only the office, measure, install, and production people who need access after Sheets and billing are ready.
Assign only the required roles so people land in the correct workflow without overspending seats or exposing admin controls.
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Expected result
Each user lands in the right workflow with the correct role scope.
Last verified 2026-04-10