Preparing a quote from intake details
About this source
Gen8
Source: Preparing a quote from intake details
Managed AI service for SMEs. We set up, connect and manage; you stay in control.
© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft
Capability · route: custom development
From intake to a draft that already looks like your quote
Preparing a quote rarely involves new thinking: it means translating the intake into the blocks, rates and terms you already use. This workflow makes that translation and delivers a draft for the salesperson to review. The difference is the hours no longer spent on formatting and retyping.
- Scoping first, then a proposal
- EU hosting
- You stay in control
At a glance
Route: custom development
Control: human approval
Systems: Form or email, document storage
What happens
From signal to proposal
The workflow starts with the intake: a completed form, a conversation report or an email with the customer's request. It extracts the information a quote needs: the service, scope, deadline, special requirements and conditions mentioned. If something essential is missing, it comes back as an open question rather than being filled in with an assumption.
The draft quote is then assembled from your own text blocks, rates and terms. It goes to the salesperson, who adds to it, corrects it and decides what is actually sent. The workflow never sends a quote to a customer on its own.
Intake
A form, conversation report or email with the customer's request, from a source you have designated.
Extract
Service, scope, deadline and special requirements. Anything missing comes back as an open question.
Build
The draft is assembled from your own text blocks, rates and terms, rather than freely invented text.
Review
The salesperson adds information, corrects the scope and decides whether the draft is ready to send.
Send
The salesperson sends it. The workflow records which version was approved and what it was based on.
Limits
Where it stops
The workflow sends no quotes and makes no commitments to a customer. It invents no rates: anything missing from your price list is flagged as an open point. It does not independently depart from your standard terms, even if the customer requested it; such a departure always requires a human decision. It does not set discounts either. And it does not assess whether a project is feasible.
Evidence
What we can demonstrate
This workflow is configured for each organization: the quote structure, text blocks, rate table and document destination differ from company to company. That is why this route is marked as custom development rather than an existing integration. The cost of that setup and what it depends on are explained under pricing.
Does the workflow invent prices when none are known?
No. Anything missing from your price list goes back to the salesperson as an open point. An invented rate in a quote costs more than an empty line.
Can the draft go straight to the customer?
Only after a person has approved it and sends it themselves. The workflow has no permission to send to customers.
Where is the document stored?
In the document storage and folder structure you designate, so versions stay findable where you already look for them.
Does this work for complex quotes too?
It works best for quotes made up of recognizable blocks. The more actual calculation or negotiation involved, the more the salesperson does themselves.