Kit 07 · Commercial drafting
Quote Kit
Prepare consistent quote drafts from approved scope, rates, exclusions, and commercial rules.
Field sheet
Make the assumptions visible before the number leaves.
Quote Kit separates customer facts, scope assumptions, approved rates, exclusions, and release authority. The output is a reviewable draft—not an autonomous price decision.
Worked exampleIllustrative workflow
Current dragA service quote is rebuilt from an old document and the numbering lives in one person’s head.
Control addedConfirm customer facts, scope, approved rates, exclusions, and quote sequence.
System preparesPrepare the quote and an assumptions checklist.
Human releaseThe commercial owner reviews margin, terms, and completeness before release.
Processing boundary
Local by default. External by decision.
The operating record remains useful without a connected service. External assistance is limited to approved context and explicit tasks.
Runs locally
- Rate and term library
- Customer fact sheet
- Quote draft
- Assumption checklist
- Quote ledger
May run externally
- Formatting approved scope
- Checking required sections
- Drafting plain-language descriptions
Never automatic: choosing price, discounting, accepting terms, or releasing the quote.
Ownership and hand-off
The workflow remains useful when the tool changes.
- Client keeps the sourceRates remain client-controlled.
- Decisions remain visibleAssumptions travel with the quote.
- Review stays attributableNumbering and versions stay traceable.
- Tools remain replaceableThe final release remains a human act.
Human review checklist
Before the work moves.
- Are rates and terms approved?
- Are scope assumptions explicit?
- Are exclusions present where required?
- Is the quote number unique and recorded?
- Did the commercial owner approve release?