BEHIND THE BENCH / A PRACTICAL GUIDE
Quote Readiness Assistant
Find what needs clarifying before someone prepares a quote.
When it helps
An inquiry sounds promising but mixes unknown equipment, a budget target and incompatible dates.
What to bring
The client's inquiry, including requirements, existing equipment, constraints and anything uncertain. You do not need a complete brief.
What happens
AI organizes the inquiry into stated requirements, missing details and conflicts with source evidence. Edit the findings and questions. Select the questions to include in your follow-up, then prepare both outputs. Sample and manual modes are separate from live AI.
What you leave with
An editable internal project brief and a follow-up containing only selected questions. Copy either after checking it; nothing is sent automatically.
Condensed result from a fictional production test
A short example
Input. Fictional Cedar Finch inquiry: $4,800 installation-inclusive target; completion wanted October 15, but access unavailable until October 20; display model and network ports unknown.
Result. Conflicting dates: October 15 completion versus October 20 access. Follow-up: can the manager and facilities agree a workable date? Budget remains a target; compatibility and network details need checking.
Example only. AI wording can vary; this is not an interactive result.
Why it works this way
A polished quote can still rest on missing information. Separating known details, uncertainties and questions makes the next conversation useful before anyone commits to a price.
Your judgment stays in the loop
Keep budget targets separate from accepted prices and requested dates separate from commitments. Choose the questions that will actually change the quote.
Current practical limits
No price, availability check or quotation is produced. Missing information remains a gap. Live AI sends the inquiry to an external provider. Sample/manual modes stay local, and page edits clear when refreshed.