Pick how you want to build this quote. You can change later — but each mode unlocks the right inputs in the next steps.
Who's this quote for, and what are they asking for?
Upload the customer's RFQ as a PDF, or paste the text below. Claude will extract the requested scope as line items.
These are what the customer asked for, in their words. You can edit before moving on.
| Description | Qty | Unit | Notes / specs |
|---|
Bring in cost data from any combination of sources. They'll all merge into one internal cost table.
Upload a Word doc previously generated by the Vendor Quote Analyzer. Claude will pull the chosen vendor's line items as your costs.
Upload raw vendor quote PDFs. Claude will extract the line items and costs from each.
Type cost lines directly. Use this for labour, internal costs, or quick estimates.
All cost lines from every source. Edit anything. This is what you really pay.
Claude will write the customer-facing quote — translating vendor SKUs into customer language, proposing lead times, T&Cs, and exclusions based on what's in your cost data.
Edit the customer-facing line items, adjust markup per line, and refine cover letter, terms, and exclusions. The customer quote shows cost + markup + final price (transparent pricing).
| Description (customer-facing) | Qty | Unit | Cost | Markup % | Unit price | Line total |
|---|
Two files: a customer-facing Word quote, and an internal Excel cost sheet with the full breakdown.
Your contact details are saved on this device.