Create workspace
Submit company, owner, plan, and RFQ volume.
Checkout
This pilot page sets the plan context. After signup, Billing shows payment status and production controls unlock only when an operator verifies payment.
Activation controls
Pending or past-due workspaces can review setup and billing, but live Gmail sync, AI enrichment, quote approval, and sending remain disabled until billing is active.
Submit company, owner, plan, and RFQ volume.
An operator marks billing active only after payment is confirmed.
Connect Gmail only after activation and quote defaults are ready.
Owners can review payment status, selected plan, usage limits, and activation blockers from the Billing page.