Tracking from quote to delivery
What happens when only the person tracking a proposal knows its latest status?
Who works with what?
User: Sales and delivery team
Girdi: Customer request, quote file, revision and approval records
If proposal, revision and delivery details are scattered across emails, spreadsheets and messages, this example is worth discussing.
What task does AI handle?
AI summarizes the incoming request, flags missing information and prepares a draft for the next step.
Who keeps control of the decision?
The responsible employee checks the draft and changes; they approve the proposal and customer communication.
The output the team will use
The quote's status, owner, pending decision and delivery step are visible in one place.
This description is not a delivery or outcome commitment. The application, connections and acceptance criteria are defined in the proposal scope.