EVORI — AI-assisted quotation starting checklist
Updated 27 October 2026. Planning aid, not measured results.

Quotation type and accountable owner:
Eligible enquiries per month:
Current handling time including clarification:
Approved price source, version and owner:
Quotation template and required fields:
Allowed discounts and additional approval:
Exceptions requiring human review:
Access, processing location and retention:
Interfaces to inbox, ERP/CRM and document storage:
Test cases: missing data, wrong prices, duplicates, missing approval:
Approver and substitute:
Tested manual fallback after a failure:

Measure after the pilot:
Handling time including review and rework:
Open/incorrect cases by category:
Initial and running costs:
How released capacity will be used:
Decision and reason: proceed / revise / stop

Guide: https://evori.ai/en/wissen/angebotserstellung-mit-ki