AI se quotations aur proposals fast kaise likhein

Jab customer quotation maangta hai, to usne usually kisi aur se bhi maanga hota hai. Same day bheja gaya clear quotation aksar 3 din baad bheje gaye better price se jeet jata hai. AI aapka price decide nahi kar sakta, lekin likhne ka time hata sakta hai.

Aapko kya chahiye

• Aapka existing quotation format (document ya spreadsheet)
• Ek AI assistant
• 30 minutes, ek baar, neeche ki 3 cheezein prepare karne ke liye

Step 1: Template fix karein

Apna best past quotation lein aur use clear sections wala template bana dein:

1. Customer name aur date
2. Customer ne kya maanga, 1 ya 2 lines me
3. Items, quantities aur prices
4. Kya included hai aur kya nahi
5. Delivery ya completion time
6. Payment terms aur quotation ki validity
7. Next step: order confirm kaise karein

Jin quotations se baad me disputes hote hain, unme usually section 4 ya 6 missing hota hai.

Step 2: Fact sheet likhein

Ek page me wo cheezein likhein jo har quotation ke liye true hain: standard payment terms, delivery areas, warranty ya support, taxes, aur kya aap kabhi include nahi karte. Ise aap har baar AI me paste karenge, taaki use kabhi guess na karna pade.

Fact sheet me confidential prices ya supplier costs na daalein. AI ko unki zaroorat nahi hai.

Step 3: Ye prompt use karein

You help a [type of business] in India prepare quotations. Using my fact sheet and my notes below, write: (1) the "scope" section of the quotation in clear points, saying what is included and what is not included; (2) a covering message of under 80 words to send with the quotation on WhatsApp or email. Use simple English. Do not invent any price, date or term: where my notes are missing something, write [TO CONFIRM]. Fact sheet: [paste]. My notes: [paste your rough notes].

[TO CONFIRM] likhne wali instruction important hai. Ye missing cheez ko chhupane ke bajaye aapko dikha deti hai.

Example: rough notes se clear scope tak

Ek made-up interior contractor. Sirf method dikhane ke liye.

Rough notes: "2BHK, modular kitchen + 2 wardrobes, laminate finish, customer wants in 5 weeks, no civil work, electrical by their own person."

AI scope ke liye kya draft karta hai:

• Included: laminate finish me ek modular kitchen aur 2 wardrobes ka design, manufacture aur installation.
• Not included: civil work, plumbing aur electrical work, jo customer khud arrange karega.
• Completion: advance payment ki date se [TO CONFIRM] weeks.

Phir contractor prices add karta hai, timeline confirm karta hai aur bhej deta hai.

Step 4: Numbers khud add karein

Har price, quantity, tax aur total khud bharein, apni sheet me. AI se quotation ka total calculate na karwayein. Agar second check chahiye, to usse kahein "check that these line totals add up to the grand total", aur jo wo flag kare use haath se verify karein.

Step 5: Short message ke saath bhejein, aur follow up karein

Quotation ko covering message ke saath bhejein, aur follow-up date apni enquiry sheet me daal dein. Bina follow-up ka quotation aadha kaam hai. Dekhein simple AI-assisted follow-up system.

Long proposals ke liye

Kai pages ke proposal ke liye section by section kaam karein:

1. AI se poochein ki is customer ke proposal me kaun se sections chahiye.
2. Har section ke liye apne points dein aur draft maangein.
3. Usse kahein ki koi unclear baat ya bahut broad promise dhoondhe.
4. Bhejne se pehle poora proposal ek baar aloud padhein.

Ye mistakes avoid karein

• AI draft ko [TO CONFIRM] ke saath hi bhej dena. Bhejne se pehle square bracket search karein.
• Doosre business ke terms copy karna. Aapke terms wahi hone chahiye jo aap nibha sakein.
• Customer ki personal details AI me paste karna. [customer name] use karein aur baad me add karein.
• Long quotations. 1 ya 2 pages padhe jate hain. 10 pages nahi.