Dashboard in Offertes.ai: Starting Point for Projects, Analysis, and Teamwork

The Dashboard is the first place you land after logging in. Not because you should stay there long, but because it helps you decide which workflow is needed now: quickly analyze a document, start a project, invite team members, or check your workspace.

So do not treat the Dashboard as a static start page. Treat it as the place where you prevent work from starting in scattered files, loose links, and separate mailboxes.

The fastest route: log in to Offertes.ai, use Quick Analysis for loose documents or click Start new project as soon as documents, quotes, and follow-up need to stay together.

When to start from the Dashboard

Many users open Offertes.ai because something arrives: a quote, specification, drawing, clarification note, or supplier question. The Dashboard helps you choose what should happen next.

You have...	Use	Why
One loose document	Quick Analysis	Start immediately without setting up a project.
Multiple project files	Start new project	Documents, quotes, and context stay together.
A team that needs access	Share invite link	Colleagues work from the same workspace.

Step 1: use Quick Analysis for loose documents

Have one document you want to analyze immediately? Use the Quick Analysis dropzone. This is useful when you quickly want to understand what is inside a quote, specification, or attachment without first creating a full project.

This is the lightweight route. Use it for speed. As soon as the document becomes part of a larger dossier, it belongs in a project.

Step 2: start a project when context matters

A project is needed as soon as multiple documents, quotes, emails, or actions belong together. From the Dashboard, you can create a dossier immediately with Start new project.

After that, you can add documents, link quotes, prepare requests, use document chat, and run comparisons later. The Dashboard is not the endpoint; it is the entry point into a controlled workflow.

Step 3: check your workspace details

In Workspace Details, you see which workspace is active, which role you have, and how much storage is being used. That may look administrative, but it prevents practical blockers.

• Workspace: confirm you are working in the right environment.
• Role: see whether you are an administrator or member.
• Storage: monitor whether there is room for new documents and projects.

This matters especially for teams. If documents land in the wrong workspace, the rest of the workflow starts with noise.

Step 4: invite team members before information scatters

Admins can share an invite code or invite link from the Dashboard. Use it as soon as multiple colleagues work on the same projects.

The benefit is simple: colleagues do not need to share documents through loose download links, personal mailboxes, or local folders. They work from the same workspace and the same project context.

Step 5: use Quick Actions as a daily checklist

The Quick Actions card is built to start recurring work without detours:

• Start new project: when you need a new dossier.
• Edit workspace: when the name or settings need updating.
• Share invite link: when someone needs access.

Use this as a starting point, not decoration. The faster the right workflow begins, the lower the chance documents stay outside the system.

From Dashboard to the rest of Offertes.ai

The Dashboard is powerful because it routes you to the modules where the work happens. A project started here later supports requests, document chat, inbox follow-up, and quote comparison.

A good rule of thumb:

• Want to understand a document quickly? Start with Quick Analysis.
• Want to keep documents and quotes together? Start a project.
• Want to collaborate? Invite your team.
• Want to compare or ask document questions later? Make sure the context is in the project.

Start clean, and the rest stays cleaner

Most workflow clutter starts with the first step: a file is saved locally, a colleague receives a loose link, a quote remains in a mailbox. The Dashboard helps you make that first step correctly.

Use it as an action cockpit. Analyze loose documents quickly, create projects when context matters, and invite your team before information becomes scattered.