Compare the quote's scope with what was noted on the visit
Works with any AI
What it's for It shows what changed between the visit and the quote text.
What you get Only the differences: in the visit and not in the quote, and the other way around.
Example result
Seen and not in the quote - The permit, which the customer handles. The quote includes and the visit did not mention
The prompt (copy it and paste it into your assistant)
Help me see whether the quote still says what we saw on the visit. I am pasting both notes. List only differences: something that was seen and is not in the quote, and something the quote includes that the visit did not mention. Do not rewrite the quote. Do not say which version is better. Do not talk about rates. Visit and quote: [paste both texts here]
The quote no longer talks about the same thing that was seen at the shop.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.On the visit I noted the sign and the permit, which the customer handles. The quote has the sign and electrical installation, and does not mention the permit.
You write
On the visit I noted the sign and the permit, which the customer handles. The quote has the sign and electrical installation, and does not mention the permit.
You get back
Seen and not in the quote - The permit, which the customer handles. The quote includes and the visit did not mention - Electrical installation. I did not rewrite the quote. This stays with you so you can correct it before anyone else sees it. I did not send it.
In three steps
- Read the visit and the quote separately.
- List only what does not match.
- Do not rewrite the document.
A tip Do not "fix" the quote. Only show the change.