Approval Inbox
Every assembled proposal waits for a named AE to review and approve. The AI assembles; a person decides what the prospect sees.
CONCEPT · BUILD-READY · SIMULATED DEMO
Intake call ends. Scoped, priced proposal is already waiting for your sign-off.
Quote Desk is designed to take call notes or an intake form and assemble a scoped, priced, branded proposal from your service catalog and pricing rules, check it against your margin floor, and place the draft in your approval inbox before the next call starts. A human approves before the prospect ever sees it.
Concept build. We scope it with you before anything is written.
Sales and account teams · Assembled from your service catalog · Margin floor enforced automatically · Human approves before prospect sees it
Quote Desk · Concept demo · simulated data
Proposals assembled this week
9
Margin floor checks passed
9
Sent to prospect without human approval
0
Avg time from intake to draft ready
< 2 min
Concept demo with simulated data. Shows the governance model: AI assembles the draft, a human approves before it goes out.
SEE THE CONCEPT
Intake card in. Scoped proposal out. Human approves before it leaves.
Three beats. Every step is simulated demo data. The governance model is the point.
Beat 1: Intake ArrivesNEW INTAKE
Jun 9, 2:18 PM · Intake form submitted post-call · Concept demo, simulated data
The system would be designed to accept intake data from a structured form filled out during or just after a discovery call, or from structured call notes. It identifies the prospect, their requirements, and the service categories that map to their scope. Click "Assemble Quote" to see the line items build.
Intake CardQUEUED
Prospect
Riverside Dental Group (illustrative)
Locations
3 locations · approx. 42 staff
Current situation
Break-fix IT, no MSP · last breach attempt 4 months ago
Scope requested
Managed IT, cybersecurity monitoring, helpdesk
Special notes
HIPAA-covered entity · needs BAA · decision by end of month
AE
R. Nakamura (simulated)
Concept demo · simulated data · fictional prospect
Beat 2: Quote Assembled from Service CatalogAI ACTION
Jun 9, 2:18 PM + 90 seconds · Assembled from your service catalog · Concept demo
The system would pull from your service catalog -- the services you offer, how they are priced, and how they are scoped -- and map the intake requirements to specific line items. The scope would reflect the prospect's situation: 3 locations, HIPAA, helpdesk tier, monitoring tier. Pricing comes from your pricing rules, not from the AI guessing.
Click "Check Margins" to run the floor check and see the approval beat.
Draft Proposal Line Items4 LINE ITEMS
Service
Unit
Qty
Monthly
Managed IT Endpoint
per device/mo
47
$2,820
Cybersecurity Monitoring (HIPAA tier)
per location/mo
3
$1,050
Helpdesk (Priority tier, 3 locations)
flat/mo
1
$890
BAA and HIPAA Compliance Setup
one-time
1
$1,200
Monthly Recurring Total
$4,760 / mo
One-Time Setup
$1,200
Assembled from: Service Catalog v2.1 (illustrative) · Pricing Rules Oct 2024 (illustrative)
Concept demo · simulated data · fictional pricing
Beat 3: Margin Check + Human ApprovalGOVERNANCE STEP
Jun 9, 2:19 PM · Margin floor checked, awaiting AE approval · Concept demo
The system would check the assembled quote against your configured margin floor before placing it in the approval inbox. If any line item or the total is below the floor, the system flags it before the AE sees the draft. In this case, the quote clears the floor.
The AE reviews the draft, edits if needed, and approves. The proposal goes to the prospect only after that approval. Click "Approve and Send to Prospect" on the right to see the simulated send and audit entry.
Approval InboxPENDING APPROVAL
Margin floor check
PASS
Blended margin estimate
38% (above 32% floor)
Flagged items
None
PROPOSAL DRAFT (simulated) -------------------------- Prospect: Riverside Dental Group (illustrative) AE: R. Nakamura (simulated) MRR: $4,760 / mo Setup: $1,200 one-time Term: 12-month initial BAA: Included (HIPAA) Status: PENDING AE REVIEW Margin: PASS (38%) AE action required before prospect receives the proposal.
Reviewer: R. Nakamura, AE (simulated) · Jun 9, 2:22 PM
Concept demo · simulated data · fictional prospect and pricing
Demo is a concept illustration. All prospect names, pricing, and service descriptions are fictional and invented for the purpose of showing the workflow. No real client or pricing data is shown.
01
What Is Inside
What Quote Desk is designed to do.
Concept build. Every capability below uses "designed to" framing because this system does not yet exist in production. We scope and build it with you.
01
Intake Form or Call Notes In
The system would be designed to accept prospect intake data from a structured form your team fills out during or after a discovery call, or from structured notes entered post-call. It identifies the prospect, their requirements, the services that map to their scope, and any special conditions -- compliance requirements, multi-location pricing, custom terms -- that affect the quote.
✓ Intake form or post-call notes as input · Special conditions and compliance flags identified · No manual mapping of requirements to services
02
Scope Assembly from Your Service Catalog and Pricing Rules
The system would pull from your service catalog and pricing rules -- not from an AI guessing at what things cost. Every line item in the draft quote would come from a defined service with a defined price. When your pricing changes, the catalog updates and every subsequent quote reflects the change automatically.
✓ Line items from your service catalog only · Pricing from your rules, not AI inference · Catalog updates propagate to future quotes automatically
03
Margin Floor Check Before the Draft Reaches the AE
Before placing the draft in the approval inbox, the system would check the assembled quote against your configured margin floor. If any line item or the total falls below the floor, it flags the issue with the specific line and the delta before the AE sees the draft. Quotes that fail the floor check would require a pricing justification before they can proceed to approval.
✓ Margin floor checked before approval queue · Below-floor items flagged with delta · Justification required before flagged quotes proceed
04
Branded Proposal Draft Out
The draft that appears in the approval inbox would be a formatted proposal document, not a spreadsheet. Your branding, terms, and standard cover language would be applied automatically. The AE reviews the content, not the formatting. After approval, the proposal is ready to send or download in the format the prospect expects.
✓ Branded proposal format, not a raw spreadsheet · Standard terms and cover language applied · AE reviews content; formatting is already done
05
Human Approves Before the Prospect Ever Sees It
No proposal would reach a prospect without a named team member reviewing and approving the draft. The audit trail would record who assembled the draft, who approved it, and when it was sent. That record is useful both for internal accountability and for understanding what was quoted to a prospect if a question arises later.
✓ Named approver required before any proposal is sent · Full audit trail: assembled, approved, sent · No proposal reaches prospect without human sign-off
02
The Oversight Layer
Every system we ship runs inside the Oversight Layer.
Quote Desk would be governed the same way as every build we do: an approval inbox so a named AE confirms every proposal before it leaves, a full audit trail of every assembly and approval action, and a kill switch that pauses the system in one click. Read how we govern our AI.
Audit Trail
Every intake event, every assembly, every margin check, every approval would be timestamped and logged. Full chain of custody from intake to send.
Kill Switch
One click pauses the system. All pending proposals remain in the queue for manual handling. Nothing is lost.
Want one like this in your operation?
Stop building proposals from scratch after every call.
We scope the build with you, confirm the price in writing, and nothing starts until you have seen the full plan.
Scope and price confirmed in writing before any build begins.