Retrieve
The workflow pulls your current approved price list, terms and standard sections instead of copying an old file.
Customer & Revenue Operations
Quotation and Proposal Drafting with AI
Every quotation is rebuilt from an old file, so terms and prices drift.
See how it runsDraft against the approved source
DraftApprovedUnit price12.4012.40Lead time14 days14 daysPayment terms60 days30 daysWarranty12 months12 months
Flagged
Terms no longer matchTo a personScope sectionYour team writes
Last quarter · last year · someone else’s
QUO-1180 (copy).docxQUO-1180 final v3.docxPrice list — old?Terms 2023.pdfClient A — reuse this
Rebuilt from an old file
The problem
Someone opens last month's quotation, saves a copy and edits it. Usually that works. Occasionally an old price survives, a superseded term is carried forward, or a clause that was negotiated away comes back. Nobody notices until the client does.
What BELCORT does
We assemble quotations and proposals from your current approved price list, terms and standard sections, and flag anything the draft carries that no longer matches the approved source. Your team writes the parts that need judgement. The workflow handles the parts that should never have been retyped.
Tell us the workflow, and we will say whether it is ready.
Talk it through on WhatsApp03
How it runs
Each stage is named, and the stage where a person takes over is named too.
Assemble
It builds the quotation or proposal from those approved parts, so the parts that should never be retyped are not.
Check
Anything the draft carries that no longer matches the approved source is flagged before the document goes out.
Write
Your team writes the parts that need judgement, and decides what the client finally receives.
Is this the workflow costing you the most?
Where it applies
Property & Construction · Manufacturing & Distribution · Professional Services · Retail & F&B · Sales & Customer Service · Finance & Procurement