AI Mini Scan
Prepare quotation drafts from approved commercial data
Teams repeatedly collect customer, product and pricing information before drafting a quotation. A scan tests whether the work can be simplified, integrated or partly automated without weakening commercial control.
- Intended result
- A consistent quotation draft prepared faster from approved commercial data.
- Human approval
- Required
- Integration
- Likely
01
Situation
Teams repeatedly collect customer, product and pricing information before drafting a quotation. A scan tests whether the work can be simplified, integrated or partly automated without weakening commercial control.
02
Current problem
Customer details, product options, prices and standard terms are repeatedly copied across systems and documents.
03
Desired change
A draft quotation is assembled in an approved format with missing or conflicting information highlighted.
04
Possible workflow
-
Collect
Gather authoritative inputs
Retrieve customer, product, quantity and pricing information from agreed sources.
-
Assemble
Build the draft
Apply templates and rules while exposing missing inputs and non-standard terms.
-
Approve
Perform commercial review
Confirm the offer, margin, obligations and final communication before release.
05
Human control
A commercial owner verifies scope, price, exceptions and commitments before sending.
06
Technology and data
- Customer and opportunity data
- CRM records with clear ownership and completeness rules.
- Product and pricing data
- ERP, catalogue or approved calculation logic.
- Document workflow
- Controlled templates, versioning and approval status.
07
Boundaries
- Approved prices and terms need an authoritative source.
- Missing information must remain visible rather than guessed.
- Negotiated exceptions need an explicit review path.
- The final quotation remains a commercial decision.
- Commercial approval remains mandatory
- Pricing rules must have an authoritative source
- Exceptions and negotiated terms cannot be inferred safely