Worksheet

Quotation field rules sheet

One sheet, ruled with a line for each quotation field, and columns for field name, source, who may fill it and whether the model may touch it. A second block lists approver bands by quote size, with the name, backup name, response deadline and discount limit for each. Print it. Pin it.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to set up AI drafted quotations with a named approver”, www.gullysystem.com/blog/how-to-set-up-ai-drafted-quotations-with-a-named-approver