← All example applications[ EXAMPLE SCENARIO / NOT A CUSTOMER CASE ]

Tracking from quote to delivery

What happens when only the person tracking a proposal knows its latest status?

[ 01 / EVERYDAY WORK ]

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.

[ 02 / AI APPLICATION ]

What task does AI handle?

AI summarizes the incoming request, flags missing information and prepares a draft for the next step.

[ 03 / REVIEW ]

Who keeps control of the decision?

The responsible employee checks the draft and changes; they approve the proposal and customer communication.

[ 04 / WHAT YOU GET ]

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.

[ NEXT STEP ]

Would you like to try this in your company?

During the Fit Call, we listen to how your business works and which tools you use. If the first application is clear, we move to scope and proposal; if it is unclear, we decide whether a separate AI Transformation Plan is needed.

Fit Call