QuoteClerk AIQUOTECLERK AI / PAID PILOT
Send one real material list, get back the draft quote.
The paid pilot costs £1,490 and is credited in full against the £5,950 onboarding, so £4,460 remains if you continue. A person on your team approves every draft before anything reaches a customer.
Before the pilot starts, the success criteria are agreed in writing. If the pilot misses them, you pay nothing for it.
Start the paid pilot ↗ · Get one list quoted free ↗
I start at most 5 pilots a month, so each one gets my own attention. When a month is full, I offer the next start date.
What the pilot covers
- Up to 100 sample requests and 2,000 line items from your own customers.
- One product catalogue and one price source, so every draft is priced from your own data.
- Emails, PDFs, spreadsheets and photographed or scanned handwritten lists.
- A measurement of manual time against checking time, so you see whether it really saves time.
What you send, what I do
What you send
- A catalogue export from your business system, as CSV or Excel.
- Your price list, including any customer or group prices.
- Sample material lists from your own customers.
- The name of one approver on your side.
What I do
- Read every line of each list.
- Match each line to your own catalogue.
- Price it from your own price list.
- Flag every uncertain line for your approver to decide.
What you get from the pilot
- A catalogue issues report: the lines that did not match, missing prices and price ties.
- The field mapping of your export columns.
- The approval rules in use, written down.
- A time scorecard: minutes per list, before and after.
- A written go or no go note.
Handwritten lists are the hard case
Trade counter orders are often written on paper and photographed on a phone. QuoteClerk AI reads them line by line. Uncertain lines are flagged for a person to check. Where a word, a size or a unit is not clear, the line is flagged instead of guessed, and a person on your team decides.
A person approves every draft
Nothing reaches your customer without approval by someone on your team. Clear matches arrive ready to check; uncertain lines arrive marked, with the question that needs an answer.
Request the pilot
This form asks me to contact you. It does not place an order or take payment. Please do not upload business documents here: I agree a secure way to share real lists and price files with you first.
Founder of QuoteClerk AI. I reply to every request myself, by email.
What happens next?
- I reply by email within 1 working day and agree one workflow, its inputs and the acceptance criteria with you.
- You send a complete, usable sample package. The measurement period is 10 working days from then.
- You decide whether to continue with the full rollout, using the scorecard from your own lists.
