Quote Pilot

Context

Requests classified by project taxonomy, missing info collected, quote draft generated from rate cards (not invented). The LLM writes prose; prices come from rules. Slack notify for validation.

Challenge

Triage and first quote drafts always postponed. Prospects waiting, sales stuck on mechanics.

Solution

Form → qualify → rate cards / packages → quote draft → Slack notify → human send.

Results

• First structured draft in minutes on standard requests
• Fewer mis-categorized projects
• Sales focused on negotiation and atypical cases
• Zero customer send without validation

Limits

• Out-of-grid projects (custom packages, R&D) stay fully human.
• Without taxonomy and fresh rate cards, the draft is noise.

Checklist to rebuild this

1. Project taxonomy (5-10 types)
2. Versioned rate cards / packages
3. Form: minimum fields to classify
4. Rule: LLM does not invent price lines
5. Slack / email: sales owner + review SLA
6. Monthly review of mis-classifications