Definition
Quotation Preparation
The capability of an AI Employee to draft quotations using approved pricing, product catalogs, and business rules, so that human team members review and approve before the quotation is sent to the customer.
Quotation Preparation always involves human approval. The system assembles the draft, but a human reviews the pricing, terms, and discounts before it is sent. The system does not send quotations autonomously.
Related Terms
AI Employee
A configured AI role that performs specific tasks within a defined business process, such as qualifying inbound leads, preparing quotation drafts, or sending appointment reminders.
Human Approval
A control mechanism that requires a human team member to review and authorize certain actions before they are executed — such as sending a quotation, applying a discount, or confirming an appointment outside standard hours.
Business Knowledge Base
A structured collection of information about a company’s products, services, pricing, policies, and processes that the system uses to respond accurately to customers and support AI Employees.