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The questions below cover the most common points of confusion for consultants and administrators using GLAC Quote Tool. If your question isn’t answered here, contact your GLAC system administrator.
These two identifiers serve different purposes:
  • Client ID (for example, GLACQ-0005) identifies a client. It is assigned to a client’s email address the first time they appear in the system, and stays the same across all their quotes.
  • Quote Code (for example, GLACQ-0005-C03) identifies a specific quote for that client. The suffix increments each time a new quote is created for the same client — C01 for the first quote, C02 for the second, and so on.
When you search for a client in Section 0, you can search by their Client ID to find all historical quotes associated with them.
No — by default, each consultant can only see the quotes they created. Admin users can view quotes from all consultants across the team.If you need visibility into another consultant’s quotes (for example, when covering for a colleague), ask your administrator to grant you admin access by adding your email to the VITE_ADMIN_EMAILS environment variable.
If a search in Section 0 returns no results, you have two options:
  • Assign a new Client ID. Click Tạo Client ID mới to register the client’s email in the Data Warehouse and assign them a new Client ID. The new ID and email are automatically carried into the quote form.
  • Proceed without a Client ID. You can fill in the client’s details manually in Section 1 and continue creating the quote without linking them to an ID.
It is recommended to assign a Client ID whenever possible so that future quotes for the same client can be tracked together.
The badge next to the client email field in Section 1 shows how many quotes have previously been created for that email address in the GLAC Quote Tool Data Warehouse (your Supabase database). It is a quick way to see whether a client is new or returning before you build the quote.The count only reflects quotes created through the tool — it does not include records from VTiger CRM or Jira.
Yes. If Zoho Mail is not connected, the tool provides a manual fallback when you click Send:
  1. It opens a Zoho Mail compose tab in your browser with the recipient, subject, and body pre-filled.
  2. It copies the quote HTML to your clipboard so you can paste it into any email client.
You then send the email manually. The quote is still saved in the tool as normal. Connecting Zoho Mail simply automates this step so the email is sent directly without any manual action.
Existing quotes cannot be edited after they are created. To issue a corrected quote with updated pricing, create a new quote for the same client. The new quote will receive the next sequential Quote Code (for example, if the original was GLACQ-0005-C01, the new one will be GLACQ-0005-C02).If you need to update the standard pricing for all future quotes, see Customize market pricing.
The Others market option is for incorporation or service requests in a market that is not listed (Singapore, Hong Kong, US, or Offshore). When you select Others, you can type a custom market name, and the tool generates a quote using a generic template without market-specific pricing defaults.Because there are no preset prices for the Others market, you will typically enter a custom price manually on the quote form.
Data created in Demo Mode is stored only in your browser’s local storage. It is completely separate from Supabase and cannot be transferred or migrated. When you switch to Supabase Mode, you start with a clean slate in the database.This is expected behavior — Demo Mode is intended only for evaluation and testing, not for creating real client records.
Admin access is controlled in two ways:
  1. Environment variable. Add or remove email addresses from the VITE_ADMIN_EMAILS environment variable (comma-separated), then redeploy the app. Changes take effect after the next deployment.
  2. Supabase database. Admins can also be managed directly through your Supabase project’s admin panel by your system administrator.
Both methods require administrator-level access to the project configuration. Contact your system administrator to request changes.
No. GLAC Quote Tool connects to Zoho Mail using OAuth 2.0 — a standard authorization protocol that never exposes your password to the tool. When you click Connect Zoho Mail, you are redirected to Zoho’s own login page to authorize access. Zoho then issues an access token to the tool, which is stored securely in your Supabase database.Your Zoho password is never seen, transmitted, or stored by GLAC Quote Tool at any point.