Quotes, reports, and email drafts
Quotes, reports, and emails are prepared from approved figures and the account context that belongs with them. They use the format you already use. A draft is not released on its own. Figures come from the approved set, not from an earlier draft that was never accepted.
What goes in
Approved figures, account context, your document formats, and the person responsible for release. The format is the one your team already sends.
What the engine does
- Pull the approved figures and the account context the document needs.
- Prepare the quote, report, or email in your format.
- Flag any detail that is missing.
- Put the draft in front of the responsible person.
What your team receives
A draft in your format, with missing details marked. The responsible person decides whether it goes out. Nobody outside the team receives it until that person has seen the draft.