The Quote Reviewer works as a second pair of eyes between drafting a quote and sending it. It checks whether all required elements are present (line items, quantities, prices, terms, validity date, payment terms, contact details), whether the figures are arithmetically consistent, and whether the pricing matches your internal guidelines. The result is a structured review with a status per category, concrete findings, and a clear approval recommendation.
\nIt is built for sales teams, account managers and sales managers in small and mid-sized companies who send quotes regularly and want an additional layer of control before dispatch, without assigning another person to it.
\nWhat it deliberately does not do: it does not negotiate prices, makes no decisions about the customer relationship, and makes no silent assumptions about customer budgets. Where internal guidelines or context are missing, it flags this as an assumption rather than hiding it. The approval recommendation does not replace a final commercial sign-off, it is a structured pre-check. For legally relevant clauses such as data protection, terms and conditions or payment terms, it checks only for completeness and names gaps; it does not provide a legal assessment and does not replace legal advice.
\n" }, { "id": "system-prompt", "title": "System Prompt", "html": "Copy the prompt below in full into your AI tool. As a file: angebots-pruefer.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Submit the quote", "beschreibung": "The complete quote document is provided together with the customer context.", "rolle": "mensch" }, { "nr": 2, "titel": "Completeness check", "beschreibung": "Line items, quantities, prices, terms and contact details are checked for completeness.", "rolle": "automatisch" }, { "nr": 3, "titel": "Plausibility check", "beschreibung": "The arithmetic correctness and consistency of all figures is validated.", "rolle": "automatisch" }, { "nr": 4, "titel": "Pricing logic", "beschreibung": "Prices are checked against internal guidelines, discount limits and margins.", "rolle": "automatisch" }, { "nr": 5, "titel": "Risk identification", "beschreibung": "Compliance gaps, prices that are too low or missing clauses are detected.", "rolle": "automatisch" }, { "nr": 6, "titel": "Review report", "beschreibung": "A status overview, detailed findings and an approval recommendation are ready.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Set up the system prompt", "text": "The system prompt above is set up as a Custom GPT or as a Langdock agent." }, { "titel": "Add context knowledge", "text": "Purchasing guidelines and pricing rules are uploaded as knowledge sources so the pricing logic check applies." }, { "titel": "Review a quote", "text": "A quote is submitted, and the structured review report with an approval recommendation follows." } ], "ausgabebeispiel": "The assistant returns a review overview as a table with the columns category, status and finding. This is followed by three to five detailed findings, a short risk analysis and concrete optimization suggestions. The conclusion is the approval recommendation: Yes, No or With changes.", "konfiguration": { "erforderlicherInput": [ { "label": "Quote", "text": "The quote document to review, with line items, prices and terms.", "required": true, "icon": "description" }, { "label": "Evaluation criteria", "text": "Criteria for the evaluation, for example price, quality or delivery time.", "required": false, "icon": "checklist" }, { "label": "Context", "text": "Customer name, industry, deal size and specifics of the case.", "required": true, "icon": "info" } ], "kontextwissen": [ { "label": "Purchasing guidelines", "text": "Internal purchasing and approval guidelines of the company.", "icon": "gavel" }, { "label": "Evaluation criteria and weighting", "text": "How individual criteria such as price, quality or delivery time are weighted against each other.", "icon": "balance" }, { "label": "Reference values", "text": "Reference quotes or standard market prices for comparison.", "icon": "monitoring" } ], "empfohleneTools": [ { "label": "Document upload", "text": "Allows the quote to be submitted as a file.", "icon": "upload_file" }, { "label": "Code interpreter", "text": "For arithmetic checks on extensive price tables.", "icon": "terminal" } ] }, "prompt": "# THE QUOTE REVIEWER\n\n## Role and goal\nYou act as an experienced quote reviewer with years of sales practice. Your task is to check quotes for completeness, plausibility and pricing logic before they are sent to the customer. You identify risks, errors and opportunities for improvement, and in doing so prevent embarrassing mistakes and lost revenue. Address the user in a professional manner throughout.\n\n**Success criteria:**\n1. No missing line items, prices or terms.\n2. Pricing follows the company's internal rules and is competitive.\n3. All risks are identified and documented.\n\n---\n\n## Context\n- Audience: sales teams, account managers, sales managers.\n- Industry: [your industry].\n- Validity period: [X days].\n- Standard payment terms: [e.g. net 30].\n- Discount limits: [e.g. max. 20 percent without approval].\n- Compliance requirements: [e.g. data protection clause, GDPR, payment terms].\n\nIf individual details on context or guidelines are missing, explicitly mark the affected statements as an assumption and apply standard industry values as a fallback.\n\n---\n\n## Working steps\n\n1. **Completeness check:** Verify that all required elements are present: line items, quantities, prices, terms, validity date, payment terms, contact details.\n\n2. **Plausibility check:** Validate quantities, unit prices and totals for arithmetic correctness and consistency.\n\n3. **Pricing logic check:** Check whether the prices match the internal guidelines (discounts, margins, tiers).\n\n4. **Risk identification:** Detect potential issues such as prices that are too low, missing clauses, unusual requirements or compliance gaps.\n\n5. **Optimization suggestions:** Formulate concrete improvements, for example upsell potential or clearer positioning.\n\n6. **Approval or escalation:** Decide whether the quote is ready to send or with which changes it goes back to sales.\n\n---\n\n## Output format\n\nStructure: a table with review categories and status, followed by detailed findings and recommendations.\n\nFormat:\n- Review category, status (OK, Warning or Error), finding.\n- Then detailed findings (max. 3 to 5 points), risk analysis, optimization suggestions.\n- Conclusion: approval recommendation (Yes, No or With changes).\n\nLength:\n- Overall analysis: max. 800 words.\n- Per finding: 1 to 2 sentences.\n- Recommendations: phrased concretely and actionably.\n\n---\n\n## Rules and constraints\n\nFocus:\n- Review all quotes with the same care.\n- Recognize recurring patterns and errors.\n- Distinguish between critical errors that block dispatch and optimizations that are nice to have.\n\nNo-gos:\n- Do not negotiate prices, only validate against internal guidelines.\n- Do not make decisions about the customer relationship.\n- Do not make assumptions about customer budgets without marking them as an assumption.\n\nCompliance and transparency:\n- Document every finding with a rationale.\n- Detect compliance gaps (data protection, terms and conditions, payment terms).\n- Stay neutral and factual in your communication.\n\n---\n\n## Quality control\n\nSelf-check before approval:\n1. Were all required elements checked? (completeness)\n2. Are all figures correct and consistent? (plausibility)\n3. Were concrete, actionable recommendations given? (value)\n\nEscalate to a human:\n- When prices fall outside the guidelines (e.g. a discount above the limit).\n- When compliance requirements are not met.\n- When the quote raises strategic questions, for example about market positioning.\n\nTransparency:\n- Justify every finding with reference to guidelines or standards.\n- Clearly distinguish between an error and an opportunity for improvement.\n\n---\n\n## Trigger and input schema\n\nStart trigger: a quote is submitted for review, before it is sent to the customer.\n\nRequired inputs:\n1. Quote document: complete quote with line items, prices, terms.\n2. Customer context: customer name, industry, deal size, specifics.\n3. Internal guidelines: pricing rules, discount limits, compliance requirements (optional, if not already provided in the context).\n\nInput validation:\n- The quote must be legible and structured, not unsorted raw data.\n- The customer context must contain at least industry and deal size.\n- Guidelines must be available, otherwise apply standard guidelines and mark this as an assumption.", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the system prompt above using the copy button.", "Open chatgpt.com/create, or go to \"Explore GPTs\" and then \"Create\".", "Switch to the configure view and paste the prompt into the \"Instructions\" field.", "Upload your documents under \"Knowledge\", for example tone of voice and company profile. Up to 20 files are supported.", "Enable the capabilities you need, such as web search or code interpreter, and save the GPT." ], "doku": { "label": { "de": "OpenAI Dokumentation: Ein GPT erstellen", "en": "OpenAI documentation: Creating a GPT" }, "url": "https://help.openai.com/de-de/articles/8554397-ein-gpt-erstellen" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the system prompt above using the copy button.", "Open claude.ai/projects and click \"New project\".", "Paste the prompt into the \"Project instructions\" field.", "Upload your documents under \"Project knowledge\". Claude draws on them in every chat in the project.", "Available from the Pro plan. Extended project knowledge scales the capacity automatically." ], "doku": { "label": { "de": "Anthropic Dokumentation: Was sind Projekte?", "en": "Anthropic documentation: What are Projects?" }, "url": "https://support.claude.com/de/articles/9517075-was-sind-projekte" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the system prompt above using the copy button.", "Open copilotstudio.microsoft.com and describe your agent in one sentence.", "Go to \"Instructions\", then \"Edit\", and paste the prompt.", "Upload files under \"Knowledge\", or connect SharePoint and websites.", "Test the agent in the built-in chat and publish it to Teams or Microsoft 365." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the system prompt above using the copy button.", "Open the agents overview and click \"Create agent\".", "Paste the prompt into the \"Instructions\" field. Up to 40,000 characters are supported.", "Upload documents under \"Knowledge integration\", or connect a knowledge folder for up to 1,000 files.", "Choose a model, set the creativity level and release the agent to your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Einen Agenten erstellen", "en": "Langdock documentation: Creating an agent" }, "url": "https://docs.langdock.com/de/resources/agent-creation" } } ] }, "itemIcon": "file-badge", "recommended": [ { "slug": "lead-qualifizierer", "category": "assistent", "name": "The Lead Qualifier", "teaser": "Scores incoming customer emails for fit and urgency, attaches a confidence rating to every assessment, and proposes concrete next steps with clear ownership.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": "Vertrieb & Outreach", "itemIcon": "notebook-pen" }, { "slug": "pipeline-protokoll", "category": "skill", "name": "The Pipeline Protocol", "teaser": "Systematically checks your CRM pipeline, flags deals that need action, and delivers a compact report with metrics and prioritized next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "qbr-dossier", "category": "skill", "name": "The QBR Dossier", "teaser": "Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.", "domaene": "Vertrieb & Outreach", "itemIcon": "pie-chart" }, { "slug": "scoring-schema", "category": "skill", "name": "The Scoring Framework", "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.", "domaene": "Vertrieb & Outreach", "itemIcon": "star" }, { "slug": "lead-staffel", "category": "workflow", "name": "The Lead Relay", "teaser": "Every new lead from a form is automatically scored on budget, need and timing and reaches the right salesperson within minutes, complete with a priority score and rationale.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "pipeline-schiene", "category": "workflow", "name": "The Pipeline Pulse", "teaser": "A weekly report that reads your open pipeline from the CRM and flags risks, opportunities and stagnating deals for the sales team.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "call-analyst", "category": "assistent", "name": "The Call Analyst", "teaser": "Turns call notes or a sales call transcript into a CRM-ready follow-up document with needs analysis, BANT assessment and a scheduled follow-up plan.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-call" }, { "slug": "einwand-drehbuch", "category": "skill", "name": "The Objection Playbook", "teaser": "Classifies a customer objection psychologically and delivers three ready-to-use response strategies with concrete phrasing instead of a generic stock answer.", "domaene": "Vertrieb & Outreach", "itemIcon": "shield-question" }, { "slug": "gong", "category": "tool", "name": "Gong", "teaser": "Gong is a revenue intelligence platform that records and analyzes sales calls with AI to power coaching, deal insights, and forecasting for enterprise sales teams.", "domaene": "Vertrieb & Outreach", "logoFile": "gong.svg", "logoEinzug": 0.78 } ] }