One of four selected examples
Enquiries and quotations
Review enquiries, prepare quotations
Described workflow
An enquiry and approved documents provide the starting point for an inspectable quotation draft.
A possible workflow using documents you approve.
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Task and potential benefit
Task
Compare an enquiry with approved documents and make relevant requirements visible.
Potential benefit
A source-backed draft can support a consistent review and reduce repeated document searches.
Workflow in this example
From input to decision
- 01
Enquiry
A new enquiry and your approved documents are the input.
- 02
Check sources
Relevant requirements are matched with their source passages.
- 03
Prepare a draft
A possible quotation draft shows requirements and sources.
- 04
Human decision
A responsible person reviews, corrects and decides how it may be used. Nothing is sent automatically.
Outcome and responsibility
Described workflow
The described workflow prepares a quotation draft that brings relevant requirements together with their sources.
A draft with visible sources
Illustrative draft created for this example. Not a recorded model run.
The enquiry and service catalogue are entirely fictional. The catalogue belongs to an invented training provider and does not describe a real offer. The excerpts are treated as approved source material within this fictional scenario.
View enquiry and sources
Fictional enquiry A-01
Subject: Online workshop on document filing
Hello, we would like to enquire about an online workshop on shared document filing for eight people. We would like 90 minutes and a one-page checklist of the filing rules discussed. Would 12 November be possible? Could you also offer telephone support at weekends, and what would the workshop cost?
Approved excerpts in this example
Fictional internal service catalogue, version F1.
K-01: Format and scope, section 1
An online workshop on shared document filing lasts 90 minutes and is intended for up to ten people.
K-02: Supporting material, section 2
The workshop includes a one-page checklist of the filing rules discussed.
K-03: Limits and approval, section 3
Telephone support at weekends is not offered. A responsible person approves the date and price after the scope has been clarified. This catalogue sheet contains no prices or information about date availability.
Draft for review
E-01 The described online workshop on shared document filing is a possible option for your team of eight. It lasts 90 minutes and is intended for up to ten people. [A-01; K-01]
E-02 The described workshop includes a one-page checklist of the filing rules discussed. [A-01; K-02]
E-03 Not covered: the catalogue does not offer telephone support at weekends. Whether an offer without this service would suit you remains open. [A-01; K-03]
E-04 Still to resolve: 12 November is your preferred date, but has not been confirmed. The approved material does not state a price. The date and price need approval after the scope is clarified. [A-01; K-03]
Human review and approval
A responsible person checks the draft against A-01 and K-01 to K-03, corrects it and resolves the open questions. They decide whether it may become an offer and explicitly approve its use and any subsequent sending. This draft has not yet been approved. Nothing is sent automatically.
Compare requirements and draft
How to check the draft
Online workshop for eight people, lasting 90 minutes
- Requirement
- Online workshop for eight people, lasting 90 minutes.
- Source passage
- A-01; K-01, section 1: 90 minutes, up to ten people.
- Draft passage
- E-01: The described format is a possible option for the requested group size.
- Open question
- Which filing rules should be discussed?
A one-page checklist to accompany the workshop
- Requirement
- A one-page checklist to accompany the workshop.
- Source passage
- A-01; K-02, section 2: checklist of the filing rules discussed.
- Draft passage
- E-02: The checklist is included in the described workshop.
- Open question
- Who will review the checklist before the team uses it?
Telephone support at weekends
- Requirement
- Telephone support at weekends.
- Source passage
- A-01; K-03, section 3: this support is not offered.
- Draft passage
- E-03: The service is not covered; acceptance of an offer without it remains open.
- Open question
- Would an offer without telephone support at weekends be acceptable?
Preferred date of 12 November and a price for the workshop
- Requirement
- Preferred date of 12 November and a price for the workshop.
- Source passage
- A-01; K-03, section 3: no prices or date availability; approval after scope clarification.
- Draft passage
- E-04: The date and price still need to be resolved and have not been committed.
- Open question
- Is the preferred date flexible? What date and price can be approved after the scope is clarified?
Responsibility
- System support
- The system searches approved documents, compares requirements and prepares a draft. It supports review but makes no decision.
- Responsible person
- You approve the documents. A responsible person reviews and corrects the draft and decides how it will be used and whether it should be sent.
Assess quality in your workflow
We assess quality and value using representative cases and your approved documents: source coverage, required corrections, handling time and situations that need human judgment.
For an agreed implementation, I set up the workflow, test it with the agreed cases and provide a documented handover.