Quote readiness

Check if a workflow is ready for a fixed-scope quote.

Use this before intake when the problem is real but the request still feels vague. The result is not a quote, proposal, contract, invoice, payment instruction, or delivery commitment.

Request implementation from this checklist

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Workflow Primary workflow Monthly volume Current tools

Quote inputs The stuck workflow and revenue risk are clear. The owner or reviewer for this workflow is known. Lead, quote, invoice, or delivery sources are listed. Status states and next actions are known. Access boundaries and sensitive-data limits are clear. A success metric is written down.

Open notes Success metric Access boundary

Owner-reviewed quote path

Expected deliverable: one quote-ready workflow request.

Use the generated summary to send the workflow, current tools, missing details, access boundary, and success metric. Final price, contract, invoice, BTC instructions, and delivery start remain owner-approved.

Start quote-ready intake