Anything your team has saved: past quotes, price lists, handbooks, supplier updates and job notes. Constella answers in plain words and shows the file each answer came from.
Free to start. No credit card.
Example
What did we charge this customer last time?
$2,350 for the spring order, with free delivery because it was over $2,000.
Invoice 1042.pdf
Start with your question
Any small business
Real-looking questions from small businesses like yours. Every answer comes from the business's own files, with the source attached.
Example · Medical footwear maker · 10 people
Which insole do we use for the diabetic line, and who supplies it?
The DX-3 foam insole from Ortho Supply, $4.10 a pair since September.
Diabetic line spec sheet.pdf
Example · Travel agency · 6 people
What did we book for the Patel family's Lisbon trip, and when can they still cancel?
Four nights at the Alfama Suites from June 3. Free cancellation until May 20.
Patel - Lisbon booking.pdf
Example · Dental clinic · 8 people
What's our fee for a same-day cancellation?
$50, unless it's an emergency. The front desk can waive it once a year per patient.
Office manual, page 12
Example · Short-term rental host · 3 homes
What's the check-in process at the lake house?
Keypad code 4417, changed after every stay. Parking is the gravel pad, not the road.
Lake house guest guide.docx
Example · Heating and cooling contractor · 14 people
What did we quote the Henderson job, and what discount did we give?
$11,480 for the heat pump install, with a 5% returning-customer discount.
Henderson quote - March 2026.pdf
Your data
Only people you invite to a project can see it.
Click the source before you send the quote.
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When someone leaves, their access ends. Their knowledge stays.
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