AI Quotation Best Practices: What to Review Before Sending
AI can reduce repetitive work in quotation preparation, but it should not replace site surveys, technical decisions, or final pricing. The safest use is to treat AI as a draft assistant.
What should AI help with?
AI is useful for turning a job description into possible line items, matching relevant catalog items, and producing a first draft for review.
Do not let AI invent final prices
Commercial prices should come from the business's actual catalog or pricing policy. Guessing market prices can create inaccurate or risky quotations.
Verify quantities and technical suitability
Suggested quantities can be a starting point, but site conditions, dimensions, capacity, standards, and product suitability should be checked by the responsible professional.
Run a final pre-send review
Before sending, check products, quantities, unit prices, taxes, discounts, descriptions, scope, and commercial terms together.