Service guides / AI automation
Acceptance checklist · AI automationQuote preparation: acceptance checklist
Define how to recognise a usable result. Start with a sample price list and approved quote layout and plan a draft quote for commercial review.
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The project in view
- Start with
- a sample price list and approved quote layout.
- Proposed result
- a draft quote for commercial review.
- A decision to resolve
- discount authority and outdated prices.
This is a planning example. It does not describe a completed client engagement.
Acceptance checklist for this project
- Compare the result with a manually checked sample; measure corrections as well as time saved.
- Write the expected content and format of a draft quote for commercial review against one agreed sample.
- Include a failing example involving discount authority and outdated prices, and agree the correct response.
Questions to answer together
- What is the expected result for one agreed example?
- Which edge cases must pass before signoff?
- Who accepts the result, and where is that decision recorded?
What to have at the end
A repeatable acceptance pack with examples, expected outcomes and signoff criteria.
Record the decision on discount authority and outdated prices alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.