Home · Business · Sales · Proposals & quotes

YES

As of 13 August 2026, AI can build a customer quote from your price list.

This still needs a person who signs their name to it.

Can you do it?

5 minutesto a draft.

30 minutesto something you’d act on.

Cost, all in£0

Skill neededchat-fluent

Who has to check ityou

What the alternative costsThe supplied tool data does not give a price for a quoting or proposal alternative.

If this goes wrong: the customer receives an incorrect price or commitment, and you may need to correct the quote or absorb the difference.

What to actually do

  1. Hand it to a person

    The route this page recommends

    A person who owns the outcome does this end to end, worth it when the failure is dear.

  2. Use a tool built for this

    Second choice
  3. Do it yourself

    The distant third

    A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

    How to actually do it

    1. Open the current price list and copy the relevant item names, units, prices, discount rules and date of validity into a single document.
    2. Gather the customer's required products or services, quantities, delivery or implementation requirements and contact details.
    3. Open a chatbot and paste the prompt, then add your price list, customer requirements, business quote rules and quote metadata in the marked sections.
    4. Ask the chatbot to produce the customer-facing quote, calculation check, internal review list and questions before sending.
    5. Compare every line item, quantity, unit price, discount, subtotal, VAT treatment and total in the draft against the current price list and your business rules.
    6. Correct missing terms and confirmed figures in the quote, save it as your normal quote format, and send it only after checking the recipient and attachments.

    Prompt

    Build a customer quote from the information below. Use only the supplied price list and customer requirements. Do not invent prices, discounts, VAT treatment, delivery charges, lead times, payment terms, product details or customer information. If anything required is missing or ambiguous, list it under “Questions before sending” instead of guessing.
    
    Use pounds sterling and show each item, quantity, unit price, discount if explicitly supplied, subtotal, VAT only if the supplied information states how it should be treated, and the total. Clearly separate confirmed figures from assumptions. Include the quote date, quote reference, validity period, delivery or implementation details, payment terms and exclusions only when supplied. If a field is missing, mark it “[missing]”.
    
    Return:
    1. A clean customer-facing quote.
    2. A calculation check showing how each subtotal and the final total were obtained.
    3. A short internal review list of every figure, term and assumption I must confirm before sending.
    4. Questions before sending.
    
    Price list:
    [PASTE CURRENT PRICE LIST]
    
    Customer and requirements:
    [PASTE CUSTOMER DETAILS AND REQUEST]
    
    Business quote rules and terms:
    [PASTE VAT, DISCOUNT, DELIVERY, PAYMENT, VALIDITY AND OTHER RULES]
    
    Quote metadata:
    [PASTE QUOTE DATE, REFERENCE AND CONTACT DETAILS]

    Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.

What it gets wrong

  • AI cannot know whether the customer's wording implies extra work, exclusions or a different service level unless you state it.
  • AI cannot decide which discounts, VAT treatment or commercial exceptions your business should apply.
  • AI can reproduce an outdated price list or misread a unit, so the source document and every total still need checking.
  • AI cannot approve the commitment on your behalf or take responsibility for the price and terms sent to the customer.

Even on a YES, the friction has a name: judgement under ambiguity, verification cost and stakes of error.

How we scored this

Five axes, each scored nought to two by hand: ten means AI carries the task cleanly, and the thresholds that turn a total into YES, PARTLY or NO are published in the methodology. Each axis name links to its definition.

AxisScore (0–2)
Output2
Inputs2
Verification1
Liability1
Effort delta2
Total8 / 10

FAQ

Can AI make a quote from a price list?
Yes. Give it the current price list, the customer's requirements and your quote rules, and it can draft the line items, calculations, terms and customer-facing wording. Check every figure and assumption before sending.
Can ChatGPT calculate prices and VAT for a quote?
It can calculate totals and present VAT when you provide the relevant VAT treatment and figures. It cannot decide the correct VAT treatment for your business, so confirm that part against your records or with your accountant.
Can AI create a professional quote for a customer?
Yes, it can format a clear quote with a reference, itemised prices, totals, validity, terms and exclusions. The professional quality depends on the accuracy of your source data and whether the quote reflects the actual scope of work.
What should I check before sending an AI-generated quote?
Compare every item, quantity, unit price, discount, subtotal, VAT entry and total with your current price list. Also check the customer, scope, delivery details, payment terms, validity period and exclusions because you remain responsible for the quote.

Nearby answers

Assessed by gpt-5.6-luna (gpt-5.6-luna) on 2026-08-13, second-checked by an independent model. Wrong somewhere? Email [email protected] and it gets re-checked.

The newsletter

AI news, new answers and product picks, straight to your inbox.