On this page 6 steps
GET READY
Before you start
- Included access
- Included with the AI products
- Trident product
- Insights or Automation (Act)
- What this does
- Reviews information without changing records
- A paired Trident connection with access to the quote.
- The exact quote number and, when relevant, the comparison you want to make.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review Quote 12345. Summarize the quantities, routing, materials, estimated costs and pricing. Flag missing or unusual information and explain the basis for each finding. Do not change the quote.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
QUOTEREV-01
Identify the quote
Provide the quote number and confirm the customer and description.
Your part
Confirm that the returned quote is the one you want.
Look for this result
The intended quote is selected.
Need help at this step?
Check the number and company context when the quote cannot be found.
- 02
QUOTEREV-02
Review quote header
Review the customer, dates, status, quantities, description and available commercial header information.
Your part
Clarify the intended scope if the record is ambiguous.
Look for this result
The quote’s basic commercial context is clear.
Need help at this step?
Ask which missing fields matter to the review rather than assuming all blanks are errors.
- 03
QUOTEREV-03
Review routing and material
Examine the estimated routing, materials, services and related structure available for the quote.
Your part
Review the summary; no changes are needed.
Look for this result
You understand the manufacturing basis represented in the quote.
Need help at this step?
Ask the AI to identify any component it could not review. A partial review should be described as partial.
- 04
QUOTEREV-04
Review pricing and cost basis
Compare available estimated costs and selling prices using a stated quantity and comparison basis.
Your part
Specify a quantity or comparison basis if needed.
Look for this result
Pricing observations are tied to the information actually available.
Need help at this step?
If a margin cannot be calculated, ask which cost or price is missing. Do not treat an unavailable value as zero.
- 05
QUOTEREV-05
Identify missing or unusual items
Review incomplete or inconsistent information and relevant differences from comparable history.
Your part
Resolve ambiguity only where it changes the finding.
Look for this result
A list of items worth checking, with supporting reasons.
Need help at this step?
Ask what makes a record comparable. An unusual value is not automatically an error.
- 06
QUOTEREV-06
Summarize the quote
Read the concise review and the recommended follow-up questions before making a commercial decision.
Your part
Choose one area for deeper review or finish.
Look for this result
You have a usable quote summary without altering the source record.
Need help at this step?
Include the quote-review step reference when asking about a missing or inconsistent result.
WHEN YOU FINISH
The expected result
A quote review with scope and pricing observations, an exception list and follow-up questions. It does not revise pricing or approve a quote.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-002 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.